NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168,458 shares; 2024Q4: 1,580,341 shares; 2025Q1: 1,692,087 shares; 2025Q2: 1,792,266 shares 1,792,266 $283M 8.16% +100,179 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867,866 shares; 2024Q4: 952,107 shares; 2025Q1: 960,370 shares; 2025Q2: 943,130 shares 943,130 $194M 5.58% -17,240 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,533,580 shares; 2024Q4: 2,490,402 shares; 2025Q1: 2,490,408 shares; 2025Q2: 2,490,490 shares 2,490,490 $161M 4.65% +82 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,439 shares; 2024Q4: 326,011 shares; 2025Q1: 323,518 shares; 2025Q2: 315,162 shares 315,162 $157M 4.52% -8,356 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,006 shares; 2024Q4: 592,295 shares; 2025Q1: 595,371 shares; 2025Q2: 596,496 shares 596,496 $131M 3.77% +1,125 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,908 shares; 2024Q4: 83,388 shares; 2025Q1: 85,862 shares; 2025Q2: 88,902 shares 88,902 $65.6M 1.89% +3,040 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,101 shares; 2024Q4: 93,133 shares; 2025Q1: 97,063 shares; 2025Q2: 121,179 shares 121,179 $58.9M 1.7% +24,116 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,592 shares; 2024Q4: 207,410 shares; 2025Q1: 205,115 shares; 2025Q2: 204,798 shares 204,798 $56.5M 1.63% -317 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,319 shares; 2024Q4: 181,446 shares; 2025Q1: 185,379 shares; 2025Q2: 173,617 shares 173,617 $50.3M 1.45% -11,762 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,320 shares; 2024Q4: 284,919 shares; 2025Q1: 275,125 shares; 2025Q2: 276,272 shares 276,272 $48.7M 1.4% +1,147 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,249 shares; 2024Q4: 263,158 shares; 2025Q1: 265,812 shares; 2025Q2: 268,746 shares 268,746 $47.7M 1.37% +2,934 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,385 shares; 2024Q4: 305,454 shares; 2025Q1: 292,200 shares; 2025Q2: 295,401 shares 295,401 $41.9M 1.21% +3,201 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,004 shares; 2024Q4: 117,176 shares; 2025Q1: 114,143 shares; 2025Q2: 127,206 shares 127,206 $40.4M 1.17% +13,063 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,259 shares; 2024Q4: 110,995 shares; 2025Q1: 110,871 shares; 2025Q2: 109,681 shares 109,681 $40.2M 1.16% -1,190 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,166 shares; 2024Q4: 24,450 shares; 2025Q1: 26,720 shares; 2025Q2: 29,081 shares 29,081 $38.9M 1.12% +2,361 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,583 shares; 2024Q4: 43,968 shares; 2025Q1: 44,147 shares; 2025Q2: 43,160 shares 43,160 $33.6M 0.97% -987 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,986 shares; 2024Q4: 88,846 shares; 2025Q1: 102,688 shares; 2025Q2: 108,816 shares 108,816 $33.2M 0.96% +6,128 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,981 shares; 2024Q4: 35,125 shares; 2025Q1: 34,974 shares; 2025Q2: 32,915 shares 32,915 $32.6M 0.94% -2,059 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,051 shares; 2024Q4: 352,750 shares; 2025Q1: 334,211 shares; 2025Q2: 326,446 shares 326,446 $31.9M 0.92% -7,765 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,874 shares; 2024Q4: 325,205 shares; 2025Q1: 325,158 shares; 2025Q2: 293,467 shares 293,467 $31.6M 0.91% -31,691 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,370 shares; 2024Q4: 78,053 shares; 2025Q1: 81,404 shares; 2025Q2: 81,514 shares 81,514 $28.9M 0.83% +110 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,625 shares; 2024Q4: 420,672 shares; 2025Q1: 414,525 shares; 2025Q2: 351,561 shares 351,561 $24.9M 0.72% -62,964 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,893 shares; 2024Q4: 52,985 shares; 2025Q1: 58,108 shares; 2025Q2: 56,826 shares 56,826 $23M 0.66% -1,282 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,050 shares; 2024Q4: 141,182 shares; 2025Q1: 138,024 shares; 2025Q2: 134,644 shares 134,644 $21.5M 0.62% -3,380 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,337 shares; 2024Q4: 124,817 shares; 2025Q1: 115,483 shares; 2025Q2: 113,905 shares 113,905 $21.1M 0.61% -1,578 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,637 shares; 2024Q4: 60,266 shares; 2025Q1: 71,263 shares; 2025Q2: 71,425 shares 71,425 $21.1M 0.61% +162 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,642 shares; 2024Q4: 56,530 shares; 2025Q1: 96,734 shares; 2025Q2: 143,724 shares 143,724 $19.6M 0.56% +46,990 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,881 shares; 2024Q4: 74,232 shares; 2025Q1: 65,586 shares; 2025Q2: 61,430 shares 61,430 $17.9M 0.52% -4,156 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,937 shares; 2024Q4: 80,274 shares; 2025Q1: 79,378 shares; 2025Q2: 79,082 shares 79,082 $17.6M 0.51% -296 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,366 shares; 2024Q4: 49,559 shares; 2025Q1: 46,046 shares; 2025Q2: 44,619 shares 44,619 $17.3M 0.5% -1,427 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 218,333 shares; 2025Q1: 7,800 shares; 2025Q2: 25,860 shares 25,860 $16.1M 0.46% +18,060 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,798 shares; 2024Q4: 133,868 shares; 2025Q1: 135,059 shares; 2025Q2: 135,282 shares 135,282 $16M 0.46% +223 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,604 shares; 2024Q4: 125,216 shares; 2025Q1: 121,949 shares; 2025Q2: 111,126 shares 111,126 $15.9M 0.46% -10,823 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,922 shares; 2024Q4: 27,187 shares; 2025Q1: 28,817 shares; 2025Q2: 28,202 shares 28,202 $15.8M 0.46% -615 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,972 shares; 2024Q4: 93,481 shares; 2025Q1: 96,029 shares; 2025Q2: 93,898 shares 93,898 $14.3M 0.41% -2,131 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,113 shares; 2024Q4: 76,548 shares; 2025Q1: 80,329 shares; 2025Q2: 77,146 shares 77,146 $14.1M 0.41% -3,183 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237,615 shares; 2025Q2: 401,875 shares 401,875 $13.7M 0.4% +164,260 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,888 shares; 2024Q4: 128,871 shares; 2025Q1: 37,889 shares; 2025Q2: 45,115 shares 45,115 $13.7M 0.4% +7,226 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,071 shares; 2024Q4: 51,995 shares; 2025Q1: 59,519 shares; 2025Q2: 62,707 shares 62,707 $13.7M 0.4% +3,188 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,209 shares; 2024Q4: 58,470 shares; 2025Q1: 66,314 shares; 2025Q2: 70,533 shares 70,533 $13.7M 0.39% +4,219 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,727 shares; 2024Q4: 3,066,946 shares; 2025Q1: 119,368 shares; 2025Q2: 184,594 shares 184,594 $13.4M 0.39% +65,226 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,607 shares; 2024Q4: 304,742 shares; 2025Q1: 308,893 shares; 2025Q2: 299,902 shares 299,902 $12.9M 0.37% -8,991 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,103 shares; 2024Q4: 43,343 shares; 2025Q1: 43,884 shares; 2025Q2: 44,417 shares 44,417 $12.1M 0.35% +533 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,641 shares; 2024Q4: 18,081 shares; 2025Q1: 16,766 shares; 2025Q2: 17,294 shares 17,294 $12.1M 0.35% +528 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701,813 shares; 2024Q4: 1,498,092 shares; 2025Q1: 1,337,491 shares; 2025Q2: 1,218,700 shares 1,218,700 $12.1M 0.35% -118,791 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,766 shares; 2024Q4: 55,351 shares; 2025Q1: 56,988 shares; 2025Q2: 53,422 shares 53,422 $11.9M 0.34% -3,566 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,187 shares; 2024Q4: 62,956 shares; 2025Q1: 58,153 shares; 2025Q2: 51,779 shares 51,779 $11.8M 0.34% -6,374 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,793 shares; 2024Q4: 69,454 shares; 2025Q1: 75,789 shares; 2025Q2: 72,841 shares 72,841 $11.7M 0.34% -2,948 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,157 shares; 2024Q4: 22,036 shares; 2025Q1: 23,656 shares; 2025Q2: 24,941 shares 24,941 $11.6M 0.33% +1,285 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,957 shares; 2025Q1: 104,925 shares; 2025Q2: 111,743 shares 111,743 $11.4M 0.33% +6,818 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,194 shares; 2024Q4: 139,919 shares; 2025Q1: 126,160 shares; 2025Q2: 124,108 shares 124,108 $11.4M 0.33% -2,052 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,320 shares; 2024Q4: 40,323 shares; 2025Q1: 40,172 shares; 2025Q2: 35,003 shares 35,003 $11.2M 0.32% -5,169 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,503 shares; 2024Q4: 105,907 shares; 2025Q1: 105,806 shares; 2025Q2: 84,033 shares 84,033 $11.1M 0.32% -21,773 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,058 shares; 2024Q4: 246,724 shares; 2025Q1: 226,835 shares; 2025Q2: 223,199 shares 223,199 $10.6M 0.3% -3,636 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,302 shares; 2024Q4: 43,447 shares; 2025Q1: 46,911 shares; 2025Q2: 44,021 shares 44,021 $10.5M 0.3% -2,890 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,769 shares; 2024Q4: 8,217 shares; 2025Q1: 9,492 shares; 2025Q2: 9,624 shares 9,624 $9.89M 0.29% +132 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,540 shares; 2024Q4: 66,418 shares; 2025Q1: 65,326 shares; 2025Q2: 63,888 shares 63,888 $9.56M 0.28% -1,438 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,318 shares; 2024Q4: 75,267 shares; 2025Q1: 71,816 shares; 2025Q2: 69,296 shares 69,296 $9.42M 0.27% -2,520 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,189 shares; 2024Q4: 43,316 shares; 2025Q1: 43,846 shares; 2025Q2: 45,615 shares 45,615 $9.33M 0.27% +1,769 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 9,887 shares; 2025Q1: 10,615 shares; 2025Q2: 12,042 shares 12,042 $9.24M 0.27% +1,427 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,743 shares; 2024Q4: 71,611 shares; 2025Q1: 73,641 shares; 2025Q2: 71,591 shares 71,591 $9.19M 0.27% -2,050 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,721 shares; 2024Q4: 36,970 shares; 2025Q1: 33,309 shares; 2025Q2: 31,540 shares 31,540 $9.14M 0.26% -1,769 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,225 shares; 2024Q4: 197,916 shares; 2025Q1: 208,558 shares; 2025Q2: 210,425 shares 210,425 $9.11M 0.26% +1,867 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,674 shares; 2024Q4: 16,232 shares; 2025Q1: 16,122 shares; 2025Q2: 17,280 shares 17,280 $8.8M 0.25% +1,158 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,999 shares; 2024Q4: 30,276 shares; 2025Q1: 31,545 shares; 2025Q2: 31,445 shares 31,445 $8.78M 0.25% -100 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,698 shares; 2024Q4: 26,661 shares; 2025Q1: 24,056 shares; 2025Q2: 22,467 shares 22,467 $8.69M 0.25% -1,589 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,010 shares; 2024Q4: 43,819 shares; 2025Q1: 37,263 shares; 2025Q2: 37,250 shares 37,250 $8.67M 0.25% -13 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191,738 shares; 2025Q1: 203,158 shares; 2025Q2: 174,779 shares 174,779 $8.57M 0.25% -28,379 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,612 shares; 2024Q4: 37,566 shares; 2025Q1: 34,180 shares; 2025Q2: 31,983 shares 31,983 $8.56M 0.25% -2,197 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,399 shares; 2024Q4: 123,853 shares; 2025Q1: 126,852 shares; 2025Q2: 121,171 shares 121,171 $8.41M 0.24% -5,681 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,051 shares; 2024Q4: 27,750 shares; 2025Q1: 30,814 shares; 2025Q2: 31,254 shares 31,254 $8.34M 0.24% +440 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,054 shares; 2024Q4: 35,161 shares; 2025Q1: 35,697 shares; 2025Q2: 35,964 shares 35,964 $8.27M 0.24% +267 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,531 shares; 2024Q4: 10,196 shares; 2025Q1: 9,571 shares; 2025Q2: 10,158 shares 10,158 $8M 0.23% +587 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,562 shares; 2024Q4: 18,791 shares; 2025Q1: 16,988 shares; 2025Q2: 16,992 shares 16,992 $7.97M 0.23% +4 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,872 shares; 2024Q4: 214,508 shares; 2025Q1: 292,143 shares; 2025Q2: 271,729 shares 271,729 $7.86M 0.23% -20,414 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,179 shares; 2024Q4: 36,104 shares; 2025Q1: 34,253 shares; 2025Q2: 24,951 shares 24,951 $7.78M 0.22% -9,302 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,943 shares; 2024Q4: 27,886 shares; 2025Q1: 28,627 shares; 2025Q2: 30,007 shares 30,007 $7.72M 0.22% +1,380 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,413 shares; 2024Q4: 65,721 shares; 2025Q1: 61,632 shares; 2025Q2: 62,637 shares 62,637 $7.72M 0.22% +1,005 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,320 shares; 2025Q1: 50,106 shares; 2025Q2: 42,816 shares 42,816 $7.67M 0.22% -7,290 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,183 shares; 2024Q4: 103,155 shares; 2025Q1: 105,026 shares; 2025Q2: 109,812 shares 109,812 $7.62M 0.22% +4,786 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,846 shares; 2024Q4: 26,793 shares; 2025Q1: 27,814 shares; 2025Q2: 33,612 shares 33,612 $7.61M 0.22% +5,798 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,658 shares; 2024Q4: 154,447 shares; 2025Q1: 132,839 shares; 2025Q2: 126,724 shares 126,724 $7.43M 0.21% -6,115 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,720 shares; 2024Q4: 11,946 shares; 2025Q1: 12,090 shares; 2025Q2: 13,627 shares 13,627 $7.41M 0.21% +1,537 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,774 shares; 2024Q4: 56,888 shares; 2025Q1: 60,493 shares; 2025Q2: 58,703 shares 58,703 $7.28M 0.21% -1,790 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,471 shares; 2024Q4: 45,471 shares; 2025Q1: 48,070 shares; 2025Q2: 45,387 shares 45,387 $7.23M 0.21% -2,683 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,925 shares; 2024Q4: 91,660 shares; 2025Q1: 88,961 shares; 2025Q2: 79,572 shares 79,572 $7.14M 0.21% -9,389 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,252 shares; 2024Q4: 80,956 shares; 2025Q1: 85,660 shares; 2025Q2: 82,172 shares 82,172 $6.99M 0.2% -3,488 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 8,312 shares; 2025Q1: 9,338 shares; 2025Q2: 12,850 shares 12,850 $6.8M 0.2% +3,512 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,916 shares; 2024Q4: 49,565 shares; 2025Q1: 44,730 shares; 2025Q2: 45,531 shares 45,531 $6.65M 0.19% +801 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,169 shares; 2024Q4: 29,517 shares; 2025Q1: 30,652 shares; 2025Q2: 39,965 shares 39,965 $6.63M 0.19% +9,313 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,667 shares; 2024Q4: 76,972 shares; 2025Q1: 81,932 shares; 2025Q2: 80,212 shares 80,212 $6.43M 0.19% -1,720 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,373 shares; 2024Q4: 24,328 shares; 2025Q1: 21,930 shares; 2025Q2: 21,830 shares 21,830 $6.37M 0.18% -100 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,227 shares; 2024Q4: 29,241 shares; 2025Q1: 24,230 shares; 2025Q2: 21,139 shares 21,139 $6.32M 0.18% -3,091 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,929 shares; 2024Q4: 11,298 shares; 2025Q1: 11,229 shares; 2025Q2: 11,834 shares 11,834 $6.24M 0.18% +605 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 8,249 shares; 2025Q1: 8,345 shares; 2025Q2: 8,161 shares 8,161 $6.15M 0.18% -184 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,051 shares; 2024Q4: 67,347 shares; 2025Q1: 64,223 shares; 2025Q2: 76,974 shares 76,974 $6.09M 0.18% +12,751 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165,253 shares; 2025Q1: 57,271 shares; 2025Q2: 61,158 shares 61,158 $6.07M 0.17% +3,887 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,478 shares; 2024Q4: 7,021 shares; 2025Q1: 7,254 shares; 2025Q2: 8,570 shares 8,570 $6.07M 0.17% +1,316 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,547 shares; 2024Q4: 10,129 shares; 2025Q1: 11,977 shares; 2025Q2: 11,628 shares 11,628 $5.91M 0.17% -349 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,119 shares; 2024Q4: 41,543 shares; 2025Q1: 43,202 shares; 2025Q2: 63,355 shares 63,355 $5.91M 0.17% +20,153 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,776 shares; 2024Q4: 1,445,464 shares; 2025Q1: 112,700 shares; 2025Q2: 144,805 shares 144,805 $5.86M 0.17% +32,105 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,808 shares; 2024Q4: 288,382 shares; 2025Q1: 317,527 shares; 2025Q2: 318,111 shares 318,111 $5.77M 0.17% +584 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,443 shares; 2024Q4: 208,689 shares; 2025Q1: 7,217 shares; 2025Q2: 9,139 shares 9,139 $5.65M 0.16% +1,922 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,217 shares; 2024Q4: 43,286 shares; 2025Q1: 42,428 shares; 2025Q2: 39,935 shares 39,935 $5.63M 0.16% -2,493 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,509 shares; 2024Q4: 29,588 shares; 2025Q1: 35,283 shares; 2025Q2: 35,966 shares 35,966 $5.61M 0.16% +683 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,455 shares; 2024Q4: 247,805 shares; 2025Q1: 263,936 shares; 2025Q2: 230,680 shares 230,680 $5.59M 0.16% -33,256 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,366 shares; 2024Q4: 24,955 shares; 2025Q1: 29,092 shares; 2025Q2: 29,907 shares 29,907 $5.57M 0.16% +815 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 920 shares; 2025Q1: 921 shares; 2025Q2: 939 shares 939 $5.44M 0.16% +18 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,432 shares; 2025Q2: 24,425 shares 24,425 $5.39M 0.16% +993 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,064 shares; 2024Q4: 23,552 shares; 2025Q1: 23,602 shares; 2025Q2: 21,025 shares 21,025 $5.27M 0.15% -2,577 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 157,159 shares; 2025Q1: 9,641 shares; 2025Q2: 9,464 shares 9,464 $5.22M 0.15% -177 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,162 shares; 2024Q4: 28,292 shares; 2025Q1: 27,131 shares; 2025Q2: 26,544 shares 26,544 $5.2M 0.15% -587 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,366 shares; 2024Q4: 299,024 shares; 2025Q1: 293,953 shares; 2025Q2: 248,006 shares 248,006 $5.15M 0.15% -45,947 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares 7 $5.1M 0.15% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 7,608 shares; 2025Q1: 11,301 shares; 2025Q2: 15,729 shares 15,729 $5.08M 0.15% +4,428 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,669 shares; 2024Q4: 197,601 shares; 2025Q1: 102,314 shares; 2025Q2: 119,402 shares 119,402 $5M 0.14% +17,088 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,587 shares; 2024Q4: 100,721 shares; 2025Q1: 57,672 shares; 2025Q2: 70,593 shares 70,593 $4.88M 0.14% +12,921 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,719 shares; 2024Q4: 65,101 shares; 2025Q1: 65,306 shares; 2025Q2: 66,180 shares 66,180 $4.86M 0.14% +874 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,768 shares; 2024Q4: 21,560 shares; 2025Q1: 20,871 shares; 2025Q2: 20,406 shares 20,406 $4.86M 0.14% -465 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,759 shares; 2024Q4: 44,670 shares; 2025Q1: 42,959 shares; 2025Q2: 39,231 shares 39,231 $4.84M 0.14% -3,728 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,209 shares; 2024Q4: 11,073 shares; 2025Q1: 10,958 shares; 2025Q2: 12,695 shares 12,695 $4.8M 0.14% +1,737 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,955 shares; 2024Q4: 17,734 shares; 2025Q1: 23,642 shares; 2025Q2: 25,086 shares 25,086 $4.68M 0.13% +1,444 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 19,582 shares; 2025Q1: 19,341 shares; 2025Q2: 18,437 shares 18,437 $4.56M 0.13% -904 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,952 shares; 2024Q4: 32,433 shares; 2025Q1: 24,090 shares; 2025Q2: 28,242 shares 28,242 $4.56M 0.13% +4,152 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,751 shares; 2024Q4: 58,398 shares; 2025Q1: 46,312 shares; 2025Q2: 51,519 shares 51,519 $4.53M 0.13% +5,207 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,894 shares; 2024Q4: 24,583 shares; 2025Q1: 22,581 shares; 2025Q2: 24,453 shares 24,453 $4.48M 0.13% +1,872 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 2,246 shares; 2025Q1: 21,478 shares; 2025Q2: 21,434 shares 21,434 $4.47M 0.13% -44 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,694 shares; 2024Q4: 365,461 shares; 2025Q1: 123,318 shares; 2025Q2: 90,215 shares 90,215 $4.44M 0.13% -33,103 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,758 shares; 2024Q4: 89,480 shares; 2025Q1: 97,825 shares; 2025Q2: 97,645 shares 97,645 $4.43M 0.13% -180 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,477 shares; 2025Q2: 7,986 shares 7,986 $4.4M 0.13% +3,509 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,941 shares; 2024Q4: 80,910 shares; 2025Q1: 62,359 shares; 2025Q2: 68,781 shares 68,781 $4.35M 0.13% +6,422 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,958 shares; 2024Q4: 32,602 shares; 2025Q1: 34,804 shares; 2025Q2: 36,139 shares 36,139 $4.32M 0.12% +1,335 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,312 shares; 2025Q1: 50,581 shares; 2025Q2: 52,002 shares 52,002 $4.31M 0.12% +1,421 Timeline HSAI HESAI GROUP More: the full row for HESAI GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195,290 shares; 2025Q2: 195,516 shares 195,516 $4.29M 0.12% +226 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 13,296 shares; 2025Q1: 12,362 shares; 2025Q2: 12,460 shares 12,460 $4.28M 0.12% +98 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,437 shares; 2024Q4: 46,258 shares; 2025Q1: 39,387 shares; 2025Q2: 41,917 shares 41,917 $4.23M 0.12% +2,530 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,249 shares; 2024Q4: 31,419 shares; 2025Q1: 32,718 shares; 2025Q2: 42,877 shares 42,877 $4.23M 0.12% +10,159 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,836 shares; 2024Q4: 23,634 shares; 2025Q1: 16,690 shares; 2025Q2: 17,393 shares 17,393 $4.23M 0.12% +703 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,429 shares; 2024Q4: 94,621 shares; 2025Q1: 74,725 shares; 2025Q2: 117,725 shares 117,725 $4.2M 0.12% +43,000 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,951 shares; 2024Q4: 53,811 shares; 2025Q1: 51,852 shares; 2025Q2: 56,476 shares 56,476 $4.2M 0.12% +4,624 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,534 shares; 2024Q4: 72,642 shares; 2025Q1: 61,663 shares; 2025Q2: 60,386 shares 60,386 $4.17M 0.12% -1,277 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,940 shares; 2024Q4: 138,164 shares; 2025Q1: 135,866 shares; 2025Q2: 134,387 shares 134,387 $4.17M 0.12% -1,479 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,832 shares; 2024Q4: 54,907 shares; 2025Q1: 54,808 shares; 2025Q2: 47,775 shares 47,775 $4.16M 0.12% -7,033 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,393 shares; 2024Q4: 41,828 shares; 2025Q1: 41,137 shares; 2025Q2: 39,337 shares 39,337 $4.15M 0.12% -1,800 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,498 shares; 2024Q4: 19,963 shares; 2025Q1: 19,982 shares; 2025Q2: 20,536 shares 20,536 $4.13M 0.12% +554 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,381 shares; 2024Q4: 32,740 shares; 2025Q1: 31,630 shares; 2025Q2: 30,930 shares 30,930 $4.12M 0.12% -700 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,555 shares; 2025Q1: 4,419 shares; 2025Q2: 5,061 shares 5,061 $4.06M 0.12% +642 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,455 shares; 2024Q4: 34,708 shares; 2025Q1: 36,782 shares; 2025Q2: 48,058 shares 48,058 $4.05M 0.12% +11,276 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,194 shares; 2024Q4: 6,267 shares; 2025Q1: 12,963 shares; 2025Q2: 12,819 shares 12,819 $4.01M 0.12% -144 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,566 shares; 2024Q4: 354,509 shares; 2025Q1: 169,961 shares; 2025Q2: 89,615 shares 89,615 $4.01M 0.12% -80,346 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,322 shares; 2024Q4: 120,313 shares; 2025Q1: 22,868 shares; 2025Q2: 22,476 shares 22,476 $3.97M 0.11% -392 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,501 shares; 2024Q4: 28,177 shares; 2025Q1: 28,180 shares; 2025Q2: 27,527 shares 27,527 $3.97M 0.11% -653 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,930 shares; 2025Q1: 41,252 shares; 2025Q2: 40,588 shares 40,588 $3.95M 0.11% -664 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,098 shares; 2024Q4: 12,415 shares; 2025Q1: 12,599 shares; 2025Q2: 12,619 shares 12,619 $3.93M 0.11% +20 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,934 shares; 2024Q4: 38,947 shares; 2025Q1: 38,520 shares; 2025Q2: 38,641 shares 38,641 $3.93M 0.11% +121 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,464 shares; 2024Q4: 72,088 shares; 2025Q1: 72,776 shares; 2025Q2: 69,315 shares 69,315 $3.92M 0.11% -3,461 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 3,679 shares; 2025Q1: 3,581 shares; 2025Q2: 3,704 shares 3,704 $3.91M 0.11% +123 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 14,213 shares; 2025Q1: 14,890 shares; 2025Q2: 36,360 shares 36,360 $3.91M 0.11% +21,470 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,526 shares; 2025Q1: 16,438 shares; 2025Q2: 16,546 shares 16,546 $3.9M 0.11% +108 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,861 shares; 2024Q4: 35,514 shares; 2025Q1: 33,213 shares; 2025Q2: 10,688 shares 10,688 $3.82M 0.11% -22,525 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,844 shares; 2024Q4: 6,940 shares; 2025Q1: 7,009 shares; 2025Q2: 7,595 shares 7,595 $3.8M 0.11% +586 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,480 shares; 2024Q4: 32,947 shares; 2025Q1: 35,907 shares; 2025Q2: 35,812 shares 35,812 $3.79M 0.11% -95 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 2,679 shares; 2025Q1: 2,699 shares; 2025Q2: 41,849 shares 41,849 $3.77M 0.11% +39,150 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,860 shares; 2024Q4: 35,463 shares; 2025Q1: 38,340 shares; 2025Q2: 36,307 shares 36,307 $3.77M 0.11% -2,033 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,904 shares; 2024Q4: 25,452 shares; 2025Q1: 26,684 shares; 2025Q2: 17,976 shares 17,976 $3.73M 0.11% -8,708 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,671 shares; 2024Q4: 39,606 shares; 2025Q1: 33,763 shares; 2025Q2: 33,294 shares 33,294 $3.69M 0.11% -469 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 13,354 shares; 2025Q1: 12,637 shares; 2025Q2: 11,965 shares 11,965 $3.69M 0.11% -672 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,507 shares; 2025Q1: 1,639 shares; 2025Q2: 10,933 shares 10,933 $3.68M 0.11% +9,294 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 654,262 shares; 2025Q1: not reported; 2025Q2: 16,192 shares 16,192 $3.68M 0.11% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,730 shares; 2024Q4: 32,128 shares; 2025Q1: 34,435 shares; 2025Q2: 33,020 shares 33,020 $3.66M 0.11% -1,415 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,888 shares; 2024Q4: 18,119 shares; 2025Q1: 17,421 shares; 2025Q2: 17,459 shares 17,459 $3.66M 0.11% +38 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,985 shares; 2024Q4: 27,740 shares; 2025Q1: 30,820 shares; 2025Q2: 30,591 shares 30,591 $3.65M 0.11% -229 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,483 shares; 2025Q1: 3,619 shares; 2025Q2: 3,454 shares 3,454 $3.62M 0.1% -165 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,994 shares; 2024Q4: 28,092 shares; 2025Q1: 28,801 shares; 2025Q2: 29,203 shares 29,203 $3.54M 0.1% +402 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,523 shares; 2024Q4: 9,936 shares; 2025Q1: 10,043 shares; 2025Q2: 8,722 shares 8,722 $3.54M 0.1% -1,321 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,940 shares; 2025Q2: 54,545 shares 54,545 $3.53M 0.1% +11,605 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 17,461 shares; 2025Q1: 19,415 shares; 2025Q2: 20,231 shares 20,231 $3.52M 0.1% +816 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,619 shares; 2025Q1: 34,478 shares; 2025Q2: 36,890 shares 36,890 $3.46M 0.1% +2,412 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,549 shares; 2024Q4: 33,298 shares; 2025Q1: 33,357 shares; 2025Q2: 32,931 shares 32,931 $3.42M 0.1% -426 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,719 shares; 2024Q4: 71,049 shares; 2025Q1: 76,073 shares; 2025Q2: 73,685 shares 73,685 $3.41M 0.1% -2,388 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,549 shares; 2025Q1: 54,626 shares; 2025Q2: 57,021 shares 57,021 $3.41M 0.1% +2,395 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,373 shares 77,373 $3.41M 0.1% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,575 shares; 2024Q4: 969,526 shares; 2025Q1: 121,725 shares; 2025Q2: 116,155 shares 116,155 $3.39M 0.1% -5,570 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,858 shares; 2025Q1: 1,996 shares; 2025Q2: 25,413 shares 25,413 $3.39M 0.1% +23,417 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 18,698 shares; 2025Q1: 20,207 shares; 2025Q2: 20,475 shares 20,475 $3.37M 0.1% +268 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,210 shares; 2024Q4: 34,349 shares; 2025Q1: 39,103 shares; 2025Q2: 36,889 shares 36,889 $3.37M 0.1% -2,214 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,056 shares; 2024Q4: 112,390 shares; 2025Q1: 94,362 shares; 2025Q2: 101,259 shares 101,259 $3.32M 0.1% +6,897 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 3,894 shares; 2025Q1: 3,816 shares; 2025Q2: 3,680 shares 3,680 $3.3M 0.1% -136 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,776 shares; 2024Q4: 66,488 shares; 2025Q1: 71,120 shares; 2025Q2: 72,762 shares 72,762 $3.29M 0.09% +1,642 Timeline SEVN SEVEN HILLS REALTY TRUST More: the full row for SEVEN HILLS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,957 shares; 2024Q4: 292,336 shares; 2025Q1: 280,404 shares; 2025Q2: 271,421 shares 271,421 $3.28M 0.09% -8,983 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,580 shares; 2024Q4: 106,020 shares; 2025Q1: 122,646 shares; 2025Q2: 111,029 shares 111,029 $3.26M 0.09% -11,617 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,888 shares 56,888 $3.24M 0.09% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,318 shares; 2025Q1: 4,188 shares; 2025Q2: 19,650 shares 19,650 $3.22M 0.09% +15,462 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 8,149 shares; 2025Q1: 8,250 shares; 2025Q2: 8,080 shares 8,080 $3.2M 0.09% -170 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,431 shares; 2024Q4: 26,182 shares; 2025Q1: 27,364 shares; 2025Q2: 20,944 shares 20,944 $3.19M 0.09% -6,420 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,610 shares; 2024Q4: 41,381 shares; 2025Q1: 43,384 shares; 2025Q2: 44,672 shares 44,672 $3.17M 0.09% +1,288 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 328,192 shares; 2025Q1: 58,765 shares; 2025Q2: 73,901 shares 73,901 $3.16M 0.09% +15,136 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,812 shares; 2024Q4: 74,364 shares; 2025Q1: 25,898 shares; 2025Q2: 34,643 shares 34,643 $3.16M 0.09% +8,745 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,863 shares 5,863 $3.14M 0.09% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,683 shares; 2024Q4: 9,922 shares; 2025Q1: 9,957 shares; 2025Q2: 10,266 shares 10,266 $3.12M 0.09% +309 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,036 shares; 2024Q4: 18,157 shares; 2025Q1: 16,971 shares; 2025Q2: 17,027 shares 17,027 $3.12M 0.09% +56 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,226 shares; 2024Q4: 144,234 shares; 2025Q1: 32,573 shares; 2025Q2: 34,412 shares 34,412 $3.04M 0.09% +1,839 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,724 shares; 2025Q1: 23,917 shares; 2025Q2: 16,639 shares 16,639 $3.02M 0.09% -7,278 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 5,140 shares; 2025Q1: 5,270 shares; 2025Q2: 5,664 shares 5,664 $3.02M 0.09% +394 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,400 shares; 2024Q4: 53,749 shares; 2025Q1: 45,468 shares; 2025Q2: 44,452 shares 44,452 $3M 0.09% -1,016 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,689 shares; 2024Q4: 82,471 shares; 2025Q1: 71,004 shares; 2025Q2: 53,178 shares 53,178 $2.99M 0.09% -17,826 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,636 shares; 2024Q4: 85,975 shares; 2025Q1: 85,885 shares; 2025Q2: 86,721 shares 86,721 $2.93M 0.08% +836 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,050 shares; 2024Q4: 10,428 shares; 2025Q1: 7,891 shares; 2025Q2: 11,865 shares 11,865 $2.93M 0.08% +3,974 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,821 shares; 2024Q4: 17,534 shares; 2025Q1: 16,868 shares; 2025Q2: 17,153 shares 17,153 $2.88M 0.08% +285 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 3,006 shares; 2025Q1: 3,272 shares; 2025Q2: 3,474 shares 3,474 $2.88M 0.08% +202 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 7,488 shares; 2025Q1: 8,004 shares; 2025Q2: 8,104 shares 8,104 $2.84M 0.08% +100 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,289 shares; 2024Q4: 31,187 shares; 2025Q1: 31,876 shares; 2025Q2: 31,015 shares 31,015 $2.82M 0.08% -861 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,193 shares; 2025Q1: 9,812 shares; 2025Q2: 29,762 shares 29,762 $2.79M 0.08% +19,950 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,849 shares; 2024Q4: 39,310 shares; 2025Q1: 27,675 shares; 2025Q2: 27,132 shares 27,132 $2.78M 0.08% -543 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,621 shares; 2024Q4: 29,395 shares; 2025Q1: 28,642 shares; 2025Q2: 28,712 shares 28,712 $2.76M 0.08% +70 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,271 shares; 2024Q4: 32,233 shares; 2025Q1: 33,116 shares; 2025Q2: 32,527 shares 32,527 $2.7M 0.08% -589 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,639 shares; 2024Q4: 26,907 shares; 2025Q1: 28,166 shares; 2025Q2: 26,815 shares 26,815 $2.69M 0.08% -1,351 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,981 shares 5,981 $2.69M 0.08% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,135 shares; 2024Q4: 8,827 shares; 2025Q1: 9,767 shares; 2025Q2: 9,678 shares 9,678 $2.67M 0.08% -89 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,344 shares; 2024Q4: 28,914 shares; 2025Q1: 28,210 shares; 2025Q2: 23,101 shares 23,101 $2.66M 0.08% -5,109 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,979 shares; 2024Q4: 17,871 shares; 2025Q1: 35,642 shares; 2025Q2: 36,786 shares 36,786 $2.66M 0.08% +1,144 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,156 shares; 2024Q4: 9,230 shares; 2025Q1: 9,741 shares; 2025Q2: 14,326 shares 14,326 $2.63M 0.08% +4,585 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,721 shares 52,721 $2.63M 0.08% new Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,137 shares; 2024Q4: 57,831 shares; 2025Q1: 62,838 shares; 2025Q2: 48,225 shares 48,225 $2.59M 0.07% -14,613 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,769 shares; 2024Q4: 27,914 shares; 2025Q1: 28,386 shares; 2025Q2: 28,141 shares 28,141 $2.59M 0.07% -245 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,227 shares; 2024Q4: 9,382 shares; 2025Q1: 9,663 shares; 2025Q2: 12,075 shares 12,075 $2.57M 0.07% +2,412 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,669 shares; 2024Q4: 222,006 shares; 2025Q1: 226,495 shares; 2025Q2: 222,678 shares 222,678 $2.51M 0.07% -3,817 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,649 shares; 2024Q4: 189,583 shares; 2025Q1: 187,446 shares; 2025Q2: 182,795 shares 182,795 $2.5M 0.07% -4,651 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,011 shares; 2024Q4: 39,662 shares; 2025Q1: 41,061 shares; 2025Q2: 42,660 shares 42,660 $2.49M 0.07% +1,599 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 6,298 shares; 2025Q1: 5,830 shares; 2025Q2: 5,681 shares 5,681 $2.48M 0.07% -149 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,731 shares 13,731 $2.48M 0.07% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 38,752 shares; 2025Q1: 5,590 shares; 2025Q2: 5,826 shares 5,826 $2.47M 0.07% +236 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,132 shares; 2025Q1: 53,654 shares; 2025Q2: 50,366 shares 50,366 $2.47M 0.07% -3,288 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,485 shares; 2024Q4: 65,952 shares; 2025Q1: 65,975 shares; 2025Q2: 47,813 shares 47,813 $2.46M 0.07% -18,162 Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,945 shares; 2024Q4: 98,803 shares; 2025Q1: 102,823 shares; 2025Q2: 100,982 shares 100,982 $2.46M 0.07% -1,841 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,607 shares; 2024Q4: 44,826 shares; 2025Q1: 32,863 shares; 2025Q2: 21,406 shares 21,406 $2.45M 0.07% -11,457 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,641 shares; 2024Q4: 127,351 shares; 2025Q1: 34,908 shares; 2025Q2: 23,403 shares 23,403 $2.45M 0.07% -11,505 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,710 shares; 2024Q4: 228,474 shares; 2025Q1: 29,524 shares; 2025Q2: 29,164 shares 29,164 $2.43M 0.07% -360 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 4,547 shares; 2025Q1: 4,404 shares; 2025Q2: 4,709 shares 4,709 $2.41M 0.07% +305 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,100 shares; 2024Q4: 33,382 shares; 2025Q1: 33,424 shares; 2025Q2: 33,610 shares 33,610 $2.41M 0.07% +186 Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 347,113 shares; 2025Q2: 348,738 shares 348,738 $2.41M 0.07% +1,625 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,741 shares; 2025Q1: 66,392 shares; 2025Q2: 47,704 shares 47,704 $2.4M 0.07% -18,688 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,337 shares; 2024Q4: 21,724 shares; 2025Q1: 22,326 shares; 2025Q2: 22,984 shares 22,984 $2.39M 0.07% +658 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,957 shares; 2024Q4: 84,488 shares; 2025Q1: 76,761 shares; 2025Q2: 73,344 shares 73,344 $2.39M 0.07% -3,417 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,788 shares; 2024Q4: 24,391 shares; 2025Q1: 25,589 shares; 2025Q2: 24,677 shares 24,677 $2.38M 0.07% -912 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,881 shares; 2024Q4: 28,149 shares; 2025Q1: 48,320 shares; 2025Q2: 29,861 shares 29,861 $2.38M 0.07% -18,459 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182,778 shares; 2025Q1: not reported; 2025Q2: 156,601 shares 156,601 $2.38M 0.07% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,776 shares; 2024Q4: 13,346 shares; 2025Q1: 13,255 shares; 2025Q2: 13,357 shares 13,357 $2.35M 0.07% +102 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172,028 shares; 2025Q1: 175,948 shares; 2025Q2: 140,091 shares 140,091 $2.34M 0.07% -35,857 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,019 shares; 2024Q4: 1,598,110 shares; 2025Q1: 18,779 shares; 2025Q2: 24,316 shares 24,316 $2.32M 0.07% +5,537 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 8,454 shares; 2025Q1: 10,357 shares; 2025Q2: 21,840 shares 21,840 $2.31M 0.07% +11,483 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,170 shares; 2024Q4: 18,869 shares; 2025Q1: 19,279 shares; 2025Q2: 17,997 shares 17,997 $2.27M 0.07% -1,282 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: 11,780 shares; 2025Q1: 12,800 shares; 2025Q2: 13,061 shares 13,061 $2.25M 0.06% +261 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,511 shares; 2024Q4: 15,933 shares; 2025Q1: 16,501 shares; 2025Q2: 16,911 shares 16,911 $2.25M 0.06% +410 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,432 shares; 2024Q4: 29,386 shares; 2025Q1: 8,895 shares; 2025Q2: 9,094 shares 9,094 $2.24M 0.06% +199 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: 33,941 shares; 2025Q1: 32,848 shares; 2025Q2: 27,721 shares 27,721 $2.23M 0.06% -5,127 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,158 shares; 2025Q1: 1,144 shares; 2025Q2: 1,133 shares 1,133 $2.22M 0.06% -11 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,463 shares; 2024Q4: 20,502 shares; 2025Q1: 19,377 shares; 2025Q2: 18,650 shares 18,650 $2.18M 0.06% -727 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,835 shares; 2024Q4: 27,114 shares; 2025Q1: 27,641 shares; 2025Q2: 16,737 shares 16,737 $2.16M 0.06% -10,904 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,985 shares; 2025Q1: not reported; 2025Q2: 46,318 shares 46,318 $2.16M 0.06% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,008 shares; 2024Q4: 235,333 shares; 2025Q1: 17,751 shares; 2025Q2: 21,728 shares 21,728 $2.13M 0.06% +3,977 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179,574 shares; 2025Q1: 40,802 shares; 2025Q2: 142,306 shares 142,306 $2.12M 0.06% +101,504 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,447 shares; 2024Q4: 26,785 shares; 2025Q1: 27,099 shares; 2025Q2: 26,370 shares 26,370 $2.12M 0.06% -729 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 2,163 shares; 2025Q1: 2,223 shares; 2025Q2: 2,872 shares 2,872 $2.1M 0.06% +649 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,475 shares; 2025Q2: 115,563 shares 115,563 $2.1M 0.06% +26,088 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,369 shares; 2024Q4: 61,385 shares; 2025Q1: 60,941 shares; 2025Q2: 61,041 shares 61,041 $2.1M 0.06% +100 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,986 shares; 2024Q4: 54,581 shares; 2025Q1: 39,326 shares; 2025Q2: 39,921 shares 39,921 $2.1M 0.06% +595 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,047 shares; 2025Q1: 12,926 shares; 2025Q2: 13,027 shares 13,027 $2.08M 0.06% +101 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 776 shares; 2025Q1: 790 shares; 2025Q2: 792 shares 792 $2.07M 0.06% +2 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,340 shares; 2024Q4: 72,490 shares; 2025Q1: 70,350 shares; 2025Q2: 74,200 shares 74,200 $2.07M 0.06% +3,850 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,952 shares; 2024Q4: 84,748 shares; 2025Q1: 72,199 shares; 2025Q2: 73,420 shares 73,420 $2.06M 0.06% +1,221 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,118 shares; 2024Q4: 32,945 shares; 2025Q1: 32,165 shares; 2025Q2: 29,728 shares 29,728 $2.05M 0.06% -2,437 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,717 shares; 2024Q4: 7,792 shares; 2025Q1: 7,664 shares; 2025Q2: 7,488 shares 7,488 $2.05M 0.06% -176 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,797 shares; 2024Q4: 33,231 shares; 2025Q1: 37,397 shares; 2025Q2: 39,459 shares 39,459 $2.04M 0.06% +2,062 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,234 shares; 2024Q4: 17,382 shares; 2025Q1: 14,595 shares; 2025Q2: 15,365 shares 15,365 $2.02M 0.06% +770 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,354 shares; 2024Q4: 40,024 shares; 2025Q1: 32,000 shares; 2025Q2: 27,901 shares 27,901 $2.01M 0.06% -4,099 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,187 shares; 2025Q1: 20,622 shares; 2025Q2: 22,002 shares 22,002 $2.01M 0.06% +1,380 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102,562 shares; 2025Q1: 14,668 shares; 2025Q2: 40,896 shares 40,896 $2.01M 0.06% +26,228 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,738 shares; 2025Q1: 26,175 shares; 2025Q2: 25,087 shares 25,087 $1.99M 0.06% -1,088 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,647 shares; 2024Q4: 15,576 shares; 2025Q1: 14,747 shares; 2025Q2: 15,354 shares 15,354 $1.99M 0.06% +607 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 7,082 shares; 2025Q1: 7,276 shares; 2025Q2: 7,705 shares 7,705 $1.97M 0.06% +429 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,890 shares; 2024Q4: 55,759 shares; 2025Q1: 56,883 shares; 2025Q2: 56,983 shares 56,983 $1.97M 0.06% +100 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,286 shares; 2025Q1: 3,309 shares; 2025Q2: 3,477 shares 3,477 $1.97M 0.06% +168 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 4,883 shares; 2025Q1: 5,631 shares; 2025Q2: 5,930 shares 5,930 $1.94M 0.06% +299 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 5,895 shares; 2025Q1: 5,806 shares; 2025Q2: 5,847 shares 5,847 $1.93M 0.06% +41 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,164 shares; 2024Q4: 7,364 shares; 2025Q1: 8,774 shares; 2025Q2: 8,490 shares 8,490 $1.93M 0.06% -284 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,198 shares; 2024Q4: 29,780 shares; 2025Q1: 20,205 shares; 2025Q2: 24,833 shares 24,833 $1.92M 0.06% +4,628 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,739 shares; 2025Q1: 12,264 shares; 2025Q2: 21,587 shares 21,587 $1.92M 0.06% +9,323 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,907 shares; 2024Q4: 43,070 shares; 2025Q1: 44,985 shares; 2025Q2: 47,427 shares 47,427 $1.91M 0.06% +2,442 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,251 shares; 2024Q4: 20,467 shares; 2025Q1: 22,737 shares; 2025Q2: 23,402 shares 23,402 $1.91M 0.06% +665 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,930 shares; 2025Q1: not reported; 2025Q2: 37,390 shares 37,390 $1.91M 0.06% new Timeline 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,891 shares; 2025Q1: not reported; 2025Q2: 6,840 shares 6,840 $1.91M 0.05% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,822 shares; 2024Q4: 19,980 shares; 2025Q1: 19,029 shares; 2025Q2: 45,358 shares 45,358 $1.91M 0.05% +26,329 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,423 shares; 2024Q4: 1,553,951 shares; 2025Q1: 27,766 shares; 2025Q2: 35,900 shares 35,900 $1.88M 0.05% +8,134 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,653 shares; 2024Q4: 53,662 shares; 2025Q1: 43,288 shares; 2025Q2: 37,940 shares 37,940 $1.87M 0.05% -5,348 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,551 shares; 2025Q2: 61,495 shares 61,495 $1.86M 0.05% -56 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,959 shares; 2024Q4: 174,183 shares; 2025Q1: 188,519 shares; 2025Q2: 193,993 shares 193,993 $1.84M 0.05% +5,474 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,946 shares; 2025Q2: 6,631 shares 6,631 $1.83M 0.05% +4,685 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 157,967 shares; 2025Q1: not reported; 2025Q2: 7,212 shares 7,212 $1.83M 0.05% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,746 shares; 2024Q4: 29,813 shares; 2025Q1: 37,562 shares; 2025Q2: 34,513 shares 34,513 $1.82M 0.05% -3,049 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,491 shares; 2024Q4: 18,108 shares; 2025Q1: 18,011 shares; 2025Q2: 16,862 shares 16,862 $1.81M 0.05% -1,149 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,736 shares 40,736 $1.8M 0.05% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,049 shares; 2024Q4: 12,813 shares; 2025Q1: 12,969 shares; 2025Q2: 11,655 shares 11,655 $1.79M 0.05% -1,314 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,082 shares; 2024Q4: 24,552 shares; 2025Q1: 29,798 shares; 2025Q2: 19,509 shares 19,509 $1.79M 0.05% -10,289 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 4,054 shares; 2025Q1: 4,176 shares; 2025Q2: 5,535 shares 5,535 $1.77M 0.05% +1,359 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,522 shares; 2024Q4: 500,088 shares; 2025Q1: 29,532 shares; 2025Q2: 28,545 shares 28,545 $1.77M 0.05% -987 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,264 shares; 2024Q4: 14,465 shares; 2025Q1: 13,430 shares; 2025Q2: 13,073 shares 13,073 $1.76M 0.05% -357 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,349 shares; 2024Q4: 32,064 shares; 2025Q1: 32,330 shares; 2025Q2: 32,243 shares 32,243 $1.75M 0.05% -87 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 86,675 shares; 2025Q1: 3,542 shares; 2025Q2: 3,969 shares 3,969 $1.74M 0.05% +427 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 19,644 shares; 2025Q1: 25,810 shares; 2025Q2: 35,560 shares 35,560 $1.73M 0.05% +9,750 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,224 shares; 2024Q4: 7,058 shares; 2025Q1: 7,180 shares; 2025Q2: 17,520 shares 17,520 $1.73M 0.05% +10,340 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,708 shares; 2024Q4: 80,103 shares; 2025Q1: 110,907 shares; 2025Q2: 76,844 shares 76,844 $1.72M 0.05% -34,063 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 5,280 shares; 2025Q1: 5,496 shares; 2025Q2: 5,527 shares 5,527 $1.71M 0.05% +31 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,229 shares; 2025Q1: 5,916 shares; 2025Q2: 19,083 shares 19,083 $1.71M 0.05% +13,167 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,274 shares; 2025Q1: 91,127 shares; 2025Q2: 88,421 shares 88,421 $1.68M 0.05% -2,706 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,355 shares; 2024Q4: 17,570 shares; 2025Q1: 18,562 shares; 2025Q2: 23,746 shares 23,746 $1.67M 0.05% +5,184 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,720 shares; 2025Q1: 37,678 shares; 2025Q2: 39,378 shares 39,378 $1.66M 0.05% +1,700 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,904 shares; 2024Q4: 15,008 shares; 2025Q1: 14,103 shares; 2025Q2: 13,725 shares 13,725 $1.65M 0.05% -378 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,952 shares; 2025Q1: 12,131 shares; 2025Q2: 14,866 shares 14,866 $1.64M 0.05% +2,735 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 3,786 shares; 2025Q1: 3,115 shares; 2025Q2: 7,448 shares 7,448 $1.62M 0.05% +4,333 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,650 shares; 2024Q4: 12,157 shares; 2025Q1: 24,110 shares; 2025Q2: 47,688 shares 47,688 $1.62M 0.05% +23,578 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 5,692 shares; 2025Q1: 5,549 shares; 2025Q2: 6,637 shares 6,637 $1.61M 0.05% +1,088 Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,721 shares 40,721 $1.6M 0.05% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,777 shares; 2025Q1: not reported; 2025Q2: 33,185 shares 33,185 $1.59M 0.05% new Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,861 shares; 2024Q4: 187,369 shares; 2025Q1: 197,080 shares; 2025Q2: 191,753 shares 191,753 $1.58M 0.05% -5,327 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,833 shares; 2024Q4: 1,390,683 shares; 2025Q1: 48,518 shares; 2025Q2: 59,388 shares 59,388 $1.57M 0.05% +10,870 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 5,702 shares; 2025Q1: 5,490 shares; 2025Q2: 5,552 shares 5,552 $1.57M 0.05% +62 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,667 shares; 2025Q1: 3,277 shares; 2025Q2: 3,342 shares 3,342 $1.56M 0.05% +65 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 375,423 shares; 2025Q1: 28,945 shares; 2025Q2: 26,568 shares 26,568 $1.56M 0.05% -2,377 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,842 shares; 2024Q4: 10,968 shares; 2025Q1: 11,038 shares; 2025Q2: 12,283 shares 12,283 $1.56M 0.04% +1,245 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,054 shares; 2024Q4: 16,299 shares; 2025Q1: 16,517 shares; 2025Q2: 14,521 shares 14,521 $1.53M 0.04% -1,996 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,252 shares; 2025Q2: 10,509 shares 10,509 $1.53M 0.04% +257 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,455 shares; 2025Q1: 3,049 shares; 2025Q2: 3,021 shares 3,021 $1.52M 0.04% -28 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,556 shares; 2024Q4: 11,639 shares; 2025Q1: 12,822 shares; 2025Q2: 25,932 shares 25,932 $1.5M 0.04% +13,110 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,907 shares; 2024Q4: 285,563 shares; 2025Q1: 21,942 shares; 2025Q2: 30,204 shares 30,204 $1.49M 0.04% +8,262 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 13,256 shares; 2025Q1: 16,113 shares; 2025Q2: 26,150 shares 26,150 $1.49M 0.04% +10,037 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,331 shares; 2024Q4: 20,541 shares; 2025Q1: 19,097 shares; 2025Q2: 19,559 shares 19,559 $1.48M 0.04% +462 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,512 shares; 2024Q4: 17,866 shares; 2025Q1: 17,662 shares; 2025Q2: 17,462 shares 17,462 $1.48M 0.04% -200 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,335 shares; 2024Q4: 17,303 shares; 2025Q1: 18,288 shares; 2025Q2: 23,334 shares 23,334 $1.46M 0.04% +5,046 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 6,930 shares; 2025Q1: 6,734 shares; 2025Q2: 8,294 shares 8,294 $1.45M 0.04% +1,560 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,583 shares; 2024Q4: 41,443 shares; 2025Q1: 40,797 shares; 2025Q2: 44,976 shares 44,976 $1.44M 0.04% +4,179 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,890 shares; 2025Q1: not reported; 2025Q2: 7,618 shares 7,618 $1.44M 0.04% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 2,527 shares; 2025Q1: 16,974 shares; 2025Q2: 19,242 shares 19,242 $1.44M 0.04% +2,268 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,862 shares; 2024Q4: 24,203 shares; 2025Q1: 24,203 shares; 2025Q2: 24,203 shares 24,203 $1.42M 0.04% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,073 shares; 2024Q4: 18,535 shares; 2025Q1: 19,742 shares; 2025Q2: 20,802 shares 20,802 $1.42M 0.04% +1,060 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 3,463 shares; 2025Q1: 3,723 shares; 2025Q2: 3,775 shares 3,775 $1.42M 0.04% +52 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,654 shares; 2024Q4: 17,690 shares; 2025Q1: 17,589 shares; 2025Q2: 7,398 shares 7,398 $1.39M 0.04% -10,191 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,554 shares; 2025Q1: not reported; 2025Q2: 16,000 shares 16,000 $1.38M 0.04% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,330 shares; 2025Q1: 13,746 shares; 2025Q2: 13,853 shares 13,853 $1.38M 0.04% +107 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,422 shares; 2024Q4: 10,348 shares; 2025Q1: 9,604 shares; 2025Q2: 8,002 shares 8,002 $1.38M 0.04% -1,602 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 3,990 shares; 2025Q1: 3,552 shares; 2025Q2: 3,507 shares 3,507 $1.36M 0.04% -45 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,521 shares; 2025Q1: 1,512 shares; 2025Q2: 1,296 shares 1,296 $1.35M 0.04% -216 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 5,383 shares; 2025Q1: 4,912 shares; 2025Q2: 4,894 shares 4,894 $1.32M 0.04% -18 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 18,320 shares; 2025Q1: 932 shares; 2025Q2: 1,983 shares 1,983 $1.32M 0.04% +1,051 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,810 shares; 2024Q4: 48,312 shares; 2025Q1: 47,574 shares; 2025Q2: 51,507 shares 51,507 $1.31M 0.04% +3,933 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,098 shares; 2024Q4: 57,730 shares; 2025Q1: 58,650 shares; 2025Q2: 61,558 shares 61,558 $1.31M 0.04% +2,908 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,154 shares; 2024Q4: 120,318 shares; 2025Q1: 62,317 shares; 2025Q2: 54,759 shares 54,759 $1.3M 0.04% -7,558 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,004 shares; 2024Q4: 7,180 shares; 2025Q1: 7,619 shares; 2025Q2: 8,774 shares 8,774 $1.3M 0.04% +1,155 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 2,228 shares; 2025Q1: 2,828 shares; 2025Q2: 2,909 shares 2,909 $1.3M 0.04% +81 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 319 shares; 2025Q1: 304 shares; 2025Q2: 346 shares 346 $1.28M 0.04% +42 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,839 shares; 2024Q4: 69,569 shares; 2025Q1: 69,569 shares; 2025Q2: 69,889 shares 69,889 $1.28M 0.04% +320 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,889 shares; 2024Q4: 7,666 shares; 2025Q1: 7,522 shares; 2025Q2: 7,570 shares 7,570 $1.28M 0.04% +48 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,666 shares; 2024Q4: 69,998 shares; 2025Q1: 141,094 shares; 2025Q2: 108,046 shares 108,046 $1.27M 0.04% -33,048 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 6,314 shares; 2025Q1: 6,224 shares; 2025Q2: 5,804 shares 5,804 $1.27M 0.04% -420 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,394 shares; 2024Q4: 18,591 shares; 2025Q1: 17,928 shares; 2025Q2: 18,077 shares 18,077 $1.26M 0.04% +149 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,449 shares; 2024Q4: 18,024 shares; 2025Q1: 18,681 shares; 2025Q2: 17,839 shares 17,839 $1.23M 0.04% -842 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,903 shares 43,903 $1.23M 0.04% new 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,657 shares; 2024Q4: 267,678 shares; 2025Q1: 13,123 shares; 2025Q2: 11,256 shares 11,256 $1.23M 0.04% -1,867 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,589 shares; 2024Q4: 9,669 shares; 2025Q1: 9,672 shares; 2025Q2: 10,252 shares 10,252 $1.22M 0.04% +580 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,094 shares; 2024Q4: 19,232 shares; 2025Q1: 18,979 shares; 2025Q2: 19,402 shares 19,402 $1.22M 0.04% +423 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,620 shares; 2024Q4: 9,842 shares; 2025Q1: 9,787 shares; 2025Q2: 8,374 shares 8,374 $1.22M 0.04% -1,413 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 8,934 shares; 2025Q1: 8,861 shares; 2025Q2: 9,149 shares 9,149 $1.21M 0.03% +288 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,158 shares; 2024Q4: 16,122 shares; 2025Q1: 16,479 shares; 2025Q2: 21,195 shares 21,195 $1.21M 0.03% +4,716 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,544 shares; 2025Q1: 2,541 shares; 2025Q2: 4,543 shares 4,543 $1.19M 0.03% +2,002 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,293 shares; 2024Q4: 12,362 shares; 2025Q1: 12,776 shares; 2025Q2: 12,859 shares 12,859 $1.19M 0.03% +83 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,597 shares; 2025Q2: 11,080 shares 11,080 $1.18M 0.03% -517 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: 11,487 shares; 2025Q1: 12,623 shares; 2025Q2: 12,924 shares 12,924 $1.18M 0.03% +301 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 9,674 shares; 2025Q1: 10,066 shares; 2025Q2: 10,206 shares 10,206 $1.18M 0.03% +140 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,381 shares; 2024Q4: 46,810 shares; 2025Q1: 49,973 shares; 2025Q2: 50,016 shares 50,016 $1.18M 0.03% +43 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 978 shares; 2025Q1: 1,094 shares; 2025Q2: 10,497 shares 10,497 $1.17M 0.03% +9,403 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 7,900 shares; 2025Q1: 8,370 shares; 2025Q2: 14,394 shares 14,394 $1.17M 0.03% +6,024 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 6,412 shares; 2025Q1: 4,869 shares; 2025Q2: 18,370 shares 18,370 $1.15M 0.03% +13,501 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,787 shares 27,787 $1.15M 0.03% new 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 152 shares; 2025Q1: 147 shares; 2025Q2: 155 shares 155 $1.14M 0.03% +8 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 4,583 shares; 2025Q1: 4,671 shares; 2025Q2: 5,171 shares 5,171 $1.14M 0.03% +500 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 5,126 shares; 2025Q1: 4,996 shares; 2025Q2: 5,096 shares 5,096 $1.14M 0.03% +100 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,877 shares; 2024Q4: 11,215 shares; 2025Q1: 10,552 shares; 2025Q2: 7,615 shares 7,615 $1.13M 0.03% -2,937 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,177 shares; 2024Q4: 9,252 shares; 2025Q1: 8,048 shares; 2025Q2: 6,815 shares 6,815 $1.13M 0.03% -1,233 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 7,211 shares; 2025Q1: 7,501 shares; 2025Q2: 7,187 shares 7,187 $1.12M 0.03% -314 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,379 shares 19,379 $1.12M 0.03% new 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,063 shares; 2025Q1: 7,475 shares; 2025Q2: 7,232 shares 7,232 $1.11M 0.03% -243 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,199 shares; 2024Q4: 19,699 shares; 2025Q1: 20,050 shares; 2025Q2: 22,431 shares 22,431 $1.1M 0.03% +2,381 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 1,956 shares; 2025Q2: 3,127 shares 3,127 $1.09M 0.03% +1,171 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,189 shares; 2025Q1: not reported; 2025Q2: 1,917 shares 1,917 $1.09M 0.03% new Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,015 shares; 2024Q4: 37,595 shares; 2025Q1: 38,654 shares; 2025Q2: 38,658 shares 38,658 $1.09M 0.03% +4 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,931 shares; 2024Q4: 25,033 shares; 2025Q1: 27,322 shares; 2025Q2: 25,848 shares 25,848 $1.09M 0.03% -1,474 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 16,211 shares; 2025Q1: 16,307 shares; 2025Q2: 12,680 shares 12,680 $1.09M 0.03% -3,627 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,702 shares; 2024Q4: 11,226 shares; 2025Q1: 9,959 shares; 2025Q2: 9,521 shares 9,521 $1.08M 0.03% -438 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,046 shares; 2024Q4: 11,178 shares; 2025Q1: 10,069 shares; 2025Q2: 10,269 shares 10,269 $1.08M 0.03% +200 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,781 shares; 2025Q1: 2,113 shares; 2025Q2: 2,014 shares 2,014 $1.08M 0.03% -99 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,749 shares; 2024Q4: 18,543 shares; 2025Q1: 19,347 shares; 2025Q2: 22,093 shares 22,093 $1.08M 0.03% +2,746 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 4,635 shares; 2025Q1: 4,881 shares; 2025Q2: 4,909 shares 4,909 $1.07M 0.03% +28 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,418,031 shares; 2025Q1: 21,037 shares; 2025Q2: 25,173 shares 25,173 $1.07M 0.03% +4,136 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,780 shares; 2024Q4: 9,140 shares; 2025Q1: 8,971 shares; 2025Q2: 8,126 shares 8,126 $1.07M 0.03% -845 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 466,795 shares; 2025Q1: 17,187 shares; 2025Q2: 19,627 shares 19,627 $1.07M 0.03% +2,440 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,557 shares; 2024Q4: 36,324 shares; 2025Q1: 35,900 shares; 2025Q2: 31,397 shares 31,397 $1.06M 0.03% -4,503 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,965 shares; 2025Q1: 2,612 shares; 2025Q2: 2,775 shares 2,775 $1.06M 0.03% +163 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,321 shares; 2024Q4: 8,970 shares; 2025Q1: 9,002 shares; 2025Q2: 9,555 shares 9,555 $1.06M 0.03% +553 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131,978 shares; 2025Q1: 27,636 shares; 2025Q2: 25,941 shares 25,941 $1.06M 0.03% -1,695 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,238 shares; 2024Q4: 8,522 shares; 2025Q1: 13,043 shares; 2025Q2: 9,287 shares 9,287 $1.05M 0.03% -3,756 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,130 shares 23,130 $1.05M 0.03% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,008 shares; 2025Q1: 3,682 shares; 2025Q2: 9,144 shares 9,144 $1.04M 0.03% +5,462 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,807 shares; 2024Q4: 39,839 shares; 2025Q1: 41,552 shares; 2025Q2: 40,435 shares 40,435 $1.04M 0.03% -1,117 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,713 shares; 2024Q4: 7,458 shares; 2025Q1: 7,324 shares; 2025Q2: 8,082 shares 8,082 $1.04M 0.03% +758 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,916 shares; 2024Q4: 26,367 shares; 2025Q1: 22,793 shares; 2025Q2: 22,237 shares 22,237 $1.04M 0.03% -556 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,958 shares; 2024Q4: 24,134 shares; 2025Q1: 19,934 shares; 2025Q2: 18,058 shares 18,058 $1.04M 0.03% -1,876 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 6,782 shares; 2025Q1: 7,016 shares; 2025Q2: 6,463 shares 6,463 $1.03M 0.03% -553 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 19,551 shares; 2025Q1: 19,778 shares; 2025Q2: 21,651 shares 21,651 $1.02M 0.03% +1,873 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,946 shares; 2024Q4: 37,998 shares; 2025Q1: 34,804 shares; 2025Q2: 33,446 shares 33,446 $1.01M 0.03% -1,358 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 9,675 shares; 2025Q1: 10,507 shares; 2025Q2: 12,756 shares 12,756 $1.01M 0.03% +2,249 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,923 shares; 2024Q4: 100,711 shares; 2025Q1: 104,534 shares; 2025Q2: 92,440 shares 92,440 $1M 0.03% -12,094 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,012 shares; 2024Q4: 13,103 shares; 2025Q1: 14,392 shares; 2025Q2: 17,006 shares 17,006 $991K 0.03% +2,614 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,185 shares; 2025Q1: 9,510 shares; 2025Q2: 10,302 shares 10,302 $987K 0.03% +792 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,077 shares; 2024Q4: 73,477 shares; 2025Q1: 73,487 shares; 2025Q2: 74,998 shares 74,998 $981K 0.03% +1,511 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,271 shares; 2024Q4: 29,418 shares; 2025Q1: 29,615 shares; 2025Q2: 32,551 shares 32,551 $974K 0.03% +2,936 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,668 shares; 2024Q4: 45,689 shares; 2025Q1: 45,666 shares; 2025Q2: 45,947 shares 45,947 $962K 0.03% +281 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,974 shares; 2025Q2: 13,775 shares 13,775 $961K 0.03% +2,801 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 14,410 shares; 2025Q1: 14,414 shares; 2025Q2: 14,326 shares 14,326 $956K 0.03% -88 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 3,660 shares; 2025Q1: 3,196 shares; 2025Q2: 3,086 shares 3,086 $951K 0.03% -110 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,415 shares; 2024Q4: 20,249 shares; 2025Q1: 20,898 shares; 2025Q2: 21,741 shares 21,741 $944K 0.03% +843 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,916 shares; 2024Q4: 5,020 shares; 2025Q1: 4,919 shares; 2025Q2: 4,952 shares 4,952 $940K 0.03% +33 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,036 shares; 2024Q4: 1,140,442 shares; 2025Q1: 31,413 shares; 2025Q2: 42,389 shares 42,389 $937K 0.03% +10,976 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,884 shares; 2024Q4: 1,447,120 shares; 2025Q1: 23,538 shares; 2025Q2: 32,486 shares 32,486 $935K 0.03% +8,948 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,804 shares; 2025Q1: 1,708 shares; 2025Q2: 3,919 shares 3,919 $929K 0.03% +2,211 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,981 shares; 2024Q4: 22,613 shares; 2025Q1: 22,748 shares; 2025Q2: 22,989 shares 22,989 $926K 0.03% +241 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,188 shares; 2024Q4: 19,195 shares; 2025Q1: 19,869 shares; 2025Q2: 21,404 shares 21,404 $918K 0.03% +1,535 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,359 shares; 2025Q1: 5,887 shares; 2025Q2: 8,879 shares 8,879 $912K 0.03% +2,992 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,377 shares; 2024Q4: 7,461 shares; 2025Q1: 6,817 shares; 2025Q2: 6,837 shares 6,837 $905K 0.03% +20 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,462 shares; 2024Q4: 44,922 shares; 2025Q1: 39,869 shares; 2025Q2: 37,827 shares 37,827 $902K 0.03% -2,042 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,472 shares; 2024Q4: 7,886 shares; 2025Q1: 8,419 shares; 2025Q2: 12,050 shares 12,050 $893K 0.03% +3,631 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 397,601 shares; 2025Q1: 2,599 shares; 2025Q2: 4,308 shares 4,308 $882K 0.03% +1,709 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 5,282 shares; 2025Q1: 5,392 shares; 2025Q2: 4,459 shares 4,459 $881K 0.03% -933 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,647 shares; 2024Q4: 22,647 shares; 2025Q1: 22,492 shares; 2025Q2: 22,492 shares 22,492 $870K 0.03% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,382 shares; 2024Q4: 14,418 shares; 2025Q1: 14,362 shares; 2025Q2: 12,955 shares 12,955 $861K 0.02% -1,407 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,777 shares; 2024Q4: 10,022 shares; 2025Q1: 10,595 shares; 2025Q2: 10,215 shares 10,215 $860K 0.02% -380 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,084 shares; 2024Q4: 31,351 shares; 2025Q1: 35,485 shares; 2025Q2: 45,560 shares 45,560 $857K 0.02% +10,075 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 30,666 shares; 2025Q1: 26,695 shares; 2025Q2: 34,917 shares 34,917 $853K 0.02% +8,222 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,933 shares; 2025Q1: 7,113 shares; 2025Q2: 9,202 shares 9,202 $850K 0.02% +2,089 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,865 shares; 2025Q1: 20,214 shares; 2025Q2: 22,606 shares 22,606 $840K 0.02% +2,392 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 4,360 shares; 2025Q1: 4,174 shares; 2025Q2: 4,086 shares 4,086 $830K 0.02% -88 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,071 shares; 2025Q1: not reported; 2025Q2: 2,876 shares 2,876 $822K 0.02% new 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,724 shares; 2025Q1: 5,370 shares; 2025Q2: 6,081 shares 6,081 $821K 0.02% +711 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,770 shares 14,770 $817K 0.02% new 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 10,919 shares; 2025Q1: 11,483 shares; 2025Q2: 11,161 shares 11,161 $817K 0.02% -322 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,954 shares; 2024Q4: 8,521 shares; 2025Q1: 5,016 shares; 2025Q2: 5,074 shares 5,074 $807K 0.02% +58 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,127 shares; 2024Q4: 57,777 shares; 2025Q1: 58,102 shares; 2025Q2: 56,102 shares 56,102 $806K 0.02% -2,000 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,792 shares; 2025Q1: 1,698 shares; 2025Q2: 1,445 shares 1,445 $804K 0.02% -253 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,850 shares; 2025Q1: 1,762 shares; 2025Q2: 1,894 shares 1,894 $797K 0.02% +132 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,939 shares; 2025Q1: 7,204 shares; 2025Q2: 10,927 shares 10,927 $794K 0.02% +3,723 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,026 shares; 2024Q4: 13,709 shares; 2025Q1: 10,834 shares; 2025Q2: 10,464 shares 10,464 $793K 0.02% -370 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,041 shares; 2025Q2: 45,000 shares 45,000 $792K 0.02% -41 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 10,307 shares; 2025Q1: 10,705 shares; 2025Q2: 10,620 shares 10,620 $791K 0.02% -85 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,601 shares; 2024Q4: 14,860 shares; 2025Q1: 13,919 shares; 2025Q2: 11,508 shares 11,508 $782K 0.02% -2,411 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,418 shares; 2024Q4: 19,424 shares; 2025Q1: 19,676 shares; 2025Q2: 17,962 shares 17,962 $779K 0.02% -1,714 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,279 shares; 2025Q1: 2,293 shares; 2025Q2: 1,581 shares 1,581 $770K 0.02% -712 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 554,301 shares; 2025Q1: 7,406 shares; 2025Q2: 14,679 shares 14,679 $769K 0.02% +7,273 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,862 shares; 2025Q1: 21,643 shares; 2025Q2: 14,731 shares 14,731 $767K 0.02% -6,912 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 3,680 shares; 2025Q1: 3,507 shares; 2025Q2: 2,871 shares 2,871 $765K 0.02% -636 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,952 shares; 2024Q4: 21,054 shares; 2025Q1: 22,299 shares; 2025Q2: 22,096 shares 22,096 $765K 0.02% -203 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,003 shares; 2024Q4: 50,746 shares; 2025Q1: 50,148 shares; 2025Q2: 36,510 shares 36,510 $764K 0.02% -13,638 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 825 shares; 2025Q1: 1,726 shares; 2025Q2: 1,682 shares 1,682 $758K 0.02% -44 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: 19,331 shares; 2025Q1: 11,753 shares; 2025Q2: 16,051 shares 16,051 $756K 0.02% +4,298 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,414 shares; 2025Q1: 4,495 shares; 2025Q2: 4,173 shares 4,173 $750K 0.02% -322 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,024 shares; 2024Q4: 11,288 shares; 2025Q1: 11,323 shares; 2025Q2: 12,198 shares 12,198 $749K 0.02% +875 IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,962 shares; 2024Q4: 359,350 shares; 2025Q1: 18,662 shares; 2025Q2: 17,256 shares 17,256 $746K 0.02% -1,406 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,914 shares; 2025Q1: 2,560 shares; 2025Q2: 3,057 shares 3,057 $745K 0.02% +497 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,979 shares; 2025Q1: not reported; 2025Q2: 33,435 shares 33,435 $744K 0.02% new Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,665 shares; 2025Q1: 57,665 shares; 2025Q2: 112,665 shares 112,665 $744K 0.02% +55,000 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 5,883 shares; 2025Q1: 5,826 shares; 2025Q2: 5,791 shares 5,791 $741K 0.02% -35 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,322 shares; 2025Q1: 1,797 shares; 2025Q2: 2,526 shares 2,526 $741K 0.02% +729 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,093 shares; 2025Q1: 6,399 shares; 2025Q2: 10,967 shares 10,967 $741K 0.02% +4,568 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: 9,684 shares; 2025Q1: 10,622 shares; 2025Q2: 10,863 shares 10,863 $740K 0.02% +241 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,926 shares; 2024Q4: 12,116 shares; 2025Q1: 8,640 shares; 2025Q2: 12,654 shares 12,654 $738K 0.02% +4,014 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,825 shares; 2024Q4: 81,650 shares; 2025Q1: 81,150 shares; 2025Q2: 80,225 shares 80,225 $737K 0.02% -925 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,126 shares; 2024Q4: 25,530 shares; 2025Q1: 28,914 shares; 2025Q2: 79,772 shares 79,772 $733K 0.02% +50,858 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,154 shares; 2024Q4: 9,518 shares; 2025Q1: 8,718 shares; 2025Q2: 8,803 shares 8,803 $732K 0.02% +85 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 6,925 shares; 2025Q1: 6,779 shares; 2025Q2: 8,042 shares 8,042 $732K 0.02% +1,263 Timeline RPHS TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,785 shares; 2025Q1: 73,495 shares; 2025Q2: 70,154 shares 70,154 $732K 0.02% -3,341 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,956 shares; 2025Q1: 34,825 shares; 2025Q2: 29,242 shares 29,242 $732K 0.02% -5,583 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,477 shares; 2025Q1: 14,613 shares; 2025Q2: 16,396 shares 16,396 $724K 0.02% +1,783 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 7,628 shares; 2025Q1: 6,644 shares; 2025Q2: 6,992 shares 6,992 $718K 0.02% +348 Timeline CENT CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,600 shares; 2024Q4: 21,600 shares; 2025Q1: 21,600 shares; 2025Q2: 20,000 shares 20,000 $704K 0.02% -1,600 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,320 shares; 2025Q1: 1,759 shares; 2025Q2: 1,770 shares 1,770 $702K 0.02% +11 Timeline ENSTAR GROUP LIMITED ENSTAR GROUP LIMITED More: the full row for ENSTAR GROUP LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,085 shares; 2025Q2: 2,087 shares 2,087 $702K 0.02% +2 ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 4,121 shares; 2025Q1: 10,904 shares; 2025Q2: 10,968 shares 10,968 $698K 0.02% +64 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 4,163 shares; 2025Q1: 4,956 shares; 2025Q2: 7,019 shares 7,019 $695K 0.02% +2,063 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 5,974 shares; 2025Q1: 5,997 shares; 2025Q2: 6,049 shares 6,049 $695K 0.02% +52 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 7,608 shares; 2025Q1: 6,474 shares; 2025Q2: 5,149 shares 5,149 $692K 0.02% -1,325 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,995 shares; 2025Q2: 26,995 shares 26,995 $689K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,813 shares; 2025Q1: not reported; 2025Q2: 5,101 shares 5,101 $688K 0.02% new Timeline