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: 1,003,529 shares; 2024Q2: 969,394 shares; 2024Q3: not reported; 2024Q4: 907,672 shares; 2025Q1: 890,670 shares; 2025Q2: 870,937 shares 870,937 $72.7M 4.69% -19,733 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: 99,970 shares; 2024Q2: 88,863 shares; 2024Q3: 89,124 shares; 2024Q4: 86,698 shares; 2025Q1: 84,238 shares; 2025Q2: 82,816 shares 82,816 $41.2M 2.66% -1,422 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: 18,907 shares; 2024Q2: 18,128 shares; 2024Q3: 180,222 shares; 2024Q4: 170,322 shares; 2025Q1: 147,622 shares; 2025Q2: 141,137 shares 141,137 $38.9M 2.51% -6,485 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: 167,358 shares; 2024Q2: 152,297 shares; 2024Q3: 154,772 shares; 2024Q4: 151,719 shares; 2025Q1: 148,284 shares; 2025Q2: 143,864 shares 143,864 $36.4M 2.35% -4,420 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 399,162 shares; 2024Q2: 363,805 shares; 2024Q3: 352,450 shares; 2024Q4: 341,959 shares; 2025Q1: 333,688 shares; 2025Q2: 322,485 shares 322,485 $35M 2.26% -11,203 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: 159,751 shares; 2024Q2: 153,282 shares; 2024Q3: 142,204 shares; 2024Q4: 117,740 shares; 2025Q1: 113,670 shares; 2025Q2: 112,017 shares 112,017 $32.5M 2.1% -1,653 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: 206,987 shares; 2024Q2: 198,989 shares; 2024Q3: 196,461 shares; 2024Q4: 163,902 shares; 2025Q1: 141,209 shares; 2025Q2: 138,522 shares 138,522 $31.4M 2.02% -2,687 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: 122,775 shares; 2024Q2: 126,075 shares; 2024Q3: 124,051 shares; 2024Q4: 290,219 shares; 2025Q1: 357,795 shares; 2025Q2: 352,792 shares 352,792 $30M 1.94% -5,003 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 789,197 shares; 2024Q2: 782,249 shares; 2024Q3: 767,954 shares; 2024Q4: 717,924 shares; 2025Q1: 733,582 shares; 2025Q2: 721,102 shares 721,102 $28.9M 1.87% -12,480 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: 95,748 shares; 2024Q2: 93,706 shares; 2024Q3: 89,158 shares; 2024Q4: 85,806 shares; 2025Q1: 83,584 shares; 2025Q2: 80,222 shares 80,222 $24.5M 1.58% -3,362 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 119,211 shares; 2024Q2: 116,823 shares; 2024Q3: 110,562 shares; 2024Q4: 107,161 shares; 2025Q1: 105,122 shares; 2025Q2: 102,312 shares 102,312 $22.1M 1.42% -2,810 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: 64,621 shares; 2024Q2: 62,142 shares; 2024Q3: 68,922 shares; 2024Q4: 67,279 shares; 2025Q1: 72,826 shares; 2025Q2: 71,840 shares 71,840 $21M 1.35% -986 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: 126,165 shares; 2024Q2: 123,696 shares; 2024Q3: 117,226 shares; 2024Q4: 113,784 shares; 2025Q1: 111,528 shares; 2025Q2: 108,569 shares 108,569 $20.5M 1.32% -2,959 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: 327,369 shares; 2024Q2: 314,507 shares; 2024Q3: 311,478 shares; 2024Q4: 307,164 shares; 2025Q1: 292,627 shares; 2025Q2: 289,544 shares 289,544 $20.1M 1.3% -3,083 Timeline KBE 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: not reported; 2024Q2: not reported; 2024Q3: 374,452 shares; 2024Q4: 360,697 shares; 2025Q1: 351,444 shares; 2025Q2: 338,079 shares 338,079 $18.9M 1.22% -13,365 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: 114,275 shares; 2024Q2: 109,079 shares; 2024Q3: 108,115 shares; 2024Q4: 106,752 shares; 2025Q1: 101,592 shares; 2025Q2: 100,597 shares 100,597 $18.7M 1.2% -995 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 263,185 shares; 2024Q3: 253,121 shares; 2024Q4: 244,349 shares; 2025Q1: 235,536 shares; 2025Q2: 226,276 shares 226,276 $18.5M 1.19% -9,260 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: 106,720 shares; 2024Q2: 102,494 shares; 2024Q3: 101,394 shares; 2024Q4: 85,329 shares; 2025Q1: 61,206 shares; 2025Q2: 60,662 shares 60,662 $17.9M 1.15% -544 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: 33,612 shares; 2024Q2: 32,133 shares; 2024Q3: 28,275 shares; 2024Q4: 25,396 shares; 2025Q1: 24,844 shares; 2025Q2: 24,557 shares 24,557 $17.4M 1.12% -287 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 431,080 shares; 2024Q2: 206,141 shares; 2024Q3: 449,826 shares; 2024Q4: 431,304 shares; 2025Q1: 420,123 shares; 2025Q2: 406,381 shares 406,381 $16.8M 1.09% -13,742 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: 121,681 shares; 2024Q2: 119,982 shares; 2024Q3: 118,659 shares; 2024Q4: 116,222 shares; 2025Q1: 112,969 shares; 2025Q2: 111,620 shares 111,620 $16M 1.03% -1,349 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: 155,987 shares; 2024Q2: 149,374 shares; 2024Q3: 147,348 shares; 2024Q4: 121,007 shares; 2025Q1: 114,820 shares; 2025Q2: 113,400 shares 113,400 $16M 1.03% -1,420 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: 101,549 shares; 2024Q2: 81,272 shares; 2024Q3: 82,913 shares; 2024Q4: 81,203 shares; 2025Q1: 78,299 shares; 2025Q2: 77,234 shares 77,234 $15.8M 1.02% -1,065 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: 206,876 shares; 2024Q2: 196,909 shares; 2024Q3: 194,742 shares; 2024Q4: 186,539 shares; 2025Q1: 181,093 shares; 2025Q2: 178,801 shares 178,801 $15.6M 1.01% -2,292 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 97,076 shares; 2024Q2: 95,327 shares; 2024Q3: 9,064 shares; 2024Q4: 9,569 shares; 2025Q1: 72,909 shares; 2025Q2: 70,546 shares 70,546 $15.3M 0.99% -2,363 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: 44,854 shares; 2024Q2: 41,777 shares; 2024Q3: 41,613 shares; 2024Q4: 40,953 shares; 2025Q1: 38,787 shares; 2025Q2: 38,299 shares 38,299 $14.9M 0.96% -488 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: 16,150 shares; 2024Q2: 15,063 shares; 2024Q3: 14,869 shares; 2024Q4: 55,597 shares; 2025Q1: 71,715 shares; 2025Q2: 70,991 shares 70,991 $14.7M 0.95% -724 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: 45,669 shares; 2024Q2: not reported; 2024Q3: 44,300 shares; 2024Q4: 42,667 shares; 2025Q1: 42,167 shares; 2025Q2: 41,450 shares 41,450 $14.7M 0.95% -717 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: 253,496 shares; 2024Q2: 245,834 shares; 2024Q3: 244,660 shares; 2024Q4: 190,754 shares; 2025Q1: 150,874 shares; 2025Q2: 149,360 shares 149,360 $14.6M 0.94% -1,514 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: not reported; 2024Q2: not reported; 2024Q3: 84,458 shares; 2024Q4: 81,735 shares; 2025Q1: 115,608 shares; 2025Q2: 113,667 shares 113,667 $14.6M 0.94% -1,941 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,832 shares; 2024Q2: 4,848 shares; 2024Q3: 205,126 shares; 2024Q4: 197,161 shares; 2025Q1: 186,443 shares; 2025Q2: 179,367 shares 179,367 $14.5M 0.94% -7,076 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: 87,042 shares; 2024Q2: 86,073 shares; 2024Q3: 84,857 shares; 2024Q4: 83,765 shares; 2025Q1: 79,724 shares; 2025Q2: 78,269 shares 78,269 $14.3M 0.92% -1,455 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 138,152 shares; 2024Q2: 192,555 shares; 2024Q3: 185,997 shares; 2024Q4: 178,166 shares; 2025Q1: 174,743 shares; 2025Q2: 167,974 shares 167,974 $14.2M 0.92% -6,769 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: 92,073 shares; 2024Q2: 87,681 shares; 2024Q3: 87,764 shares; 2024Q4: 85,299 shares; 2025Q1: 83,013 shares; 2025Q2: 80,587 shares 80,587 $14.2M 0.92% -2,426 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 188,151 shares; 2025Q1: 232,499 shares; 2025Q2: 228,266 shares 228,266 $13.9M 0.9% -4,233 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: 132,001 shares; 2024Q2: not reported; 2024Q3: 127,092 shares; 2024Q4: 125,150 shares; 2025Q1: 118,873 shares; 2025Q2: 117,337 shares 117,337 $13.7M 0.89% -1,536 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: 102,102 shares; 2024Q2: 96,120 shares; 2024Q3: 95,710 shares; 2024Q4: 92,851 shares; 2025Q1: 89,408 shares; 2025Q2: 88,716 shares 88,716 $13.6M 0.87% -692 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: 78,909 shares; 2024Q2: 74,891 shares; 2024Q3: 90,915 shares; 2024Q4: 89,577 shares; 2025Q1: 85,571 shares; 2025Q2: 85,031 shares 85,031 $13.5M 0.87% -540 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: 57,676 shares; 2024Q2: 55,040 shares; 2024Q3: 54,558 shares; 2024Q4: 51,061 shares; 2025Q1: 48,323 shares; 2025Q2: 47,809 shares 47,809 $13.5M 0.87% -514 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,024,685 shares; 2024Q2: 4,841,939 shares; 2024Q3: 4,773,870 shares; 2024Q4: 4,685,732 shares; 2025Q1: 3,174,021 shares; 2025Q2: 3,115,690 shares 3,115,690 $13.2M 0.85% -58,331 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: 31,340 shares; 2024Q2: 29,301 shares; 2024Q3: 29,271 shares; 2024Q4: 28,837 shares; 2025Q1: 36,508 shares; 2025Q2: 35,994 shares 35,994 $13.2M 0.85% -514 Timeline JCPB 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: 305,641 shares; 2024Q2: 304,805 shares; 2024Q3: 299,273 shares; 2024Q4: 290,543 shares; 2025Q1: 285,381 shares; 2025Q2: 280,032 shares 280,032 $13.2M 0.85% -5,349 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: 78,768 shares; 2024Q2: 74,787 shares; 2024Q3: 86,951 shares; 2024Q4: 104,324 shares; 2025Q1: 135,301 shares; 2025Q2: 133,211 shares 133,211 $13.1M 0.85% -2,090 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,998 shares; 2024Q2: 107,584 shares; 2024Q3: 106,397 shares; 2024Q4: 102,900 shares; 2025Q1: 84,112 shares; 2025Q2: 82,593 shares 82,593 $13M 0.84% -1,519 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 108,511 shares; 2024Q3: 106,851 shares; 2024Q4: 175,841 shares; 2025Q1: 167,523 shares; 2025Q2: 193,182 shares 193,182 $13M 0.84% +25,659 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: 80,302 shares; 2024Q2: 80,056 shares; 2024Q3: 79,240 shares; 2024Q4: 76,761 shares; 2025Q1: 54,350 shares; 2025Q2: 58,766 shares 58,766 $12.9M 0.83% +4,416 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: 60,307 shares; 2024Q2: 58,211 shares; 2024Q3: 58,191 shares; 2024Q4: 55,348 shares; 2025Q1: 54,553 shares; 2025Q2: 53,993 shares 53,993 $12.6M 0.81% -560 Timeline ANGL 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: 468,913 shares; 2024Q2: 467,320 shares; 2024Q3: 458,942 shares; 2024Q4: 432,848 shares; 2025Q1: 437,405 shares; 2025Q2: 429,100 shares 429,100 $12.6M 0.81% -8,305 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: 10,258 shares; 2024Q2: 9,840 shares; 2024Q3: 9,749 shares; 2024Q4: 9,432 shares; 2025Q1: 13,673 shares; 2025Q2: 15,577 shares 15,577 $12.5M 0.81% +1,904 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: 325,773 shares; 2024Q2: 311,735 shares; 2024Q3: 309,317 shares; 2024Q4: 295,120 shares; 2025Q1: 289,607 shares; 2025Q2: 286,669 shares 286,669 $12.4M 0.8% -2,938 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,393 shares; 2024Q2: 39,301 shares; 2024Q3: 39,281 shares; 2024Q4: 39,271 shares; 2025Q1: 39,281 shares; 2025Q2: 35,263 shares 35,263 $12.4M 0.8% -4,018 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: 104,666 shares; 2024Q2: 99,453 shares; 2024Q3: 98,266 shares; 2024Q4: 96,539 shares; 2025Q1: 91,754 shares; 2025Q2: 91,083 shares 91,083 $12.1M 0.78% -671 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: 6,448 shares; 2024Q2: 6,426 shares; 2024Q3: 6,349 shares; 2024Q4: 4,669 shares; 2025Q1: 4,642 shares; 2025Q2: 4,566 shares 4,566 $11.9M 0.77% -76 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: 116,576 shares; 2024Q2: 89,657 shares; 2024Q3: 88,740 shares; 2024Q4: 87,492 shares; 2025Q1: 83,121 shares; 2025Q2: 81,695 shares 81,695 $11.9M 0.77% -1,426 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: 103,595 shares; 2024Q2: 99,282 shares; 2024Q3: 98,343 shares; 2024Q4: 77,123 shares; 2025Q1: 73,138 shares; 2025Q2: 72,202 shares 72,202 $11.6M 0.75% -936 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: 293,227 shares; 2024Q2: 279,546 shares; 2024Q3: 278,872 shares; 2024Q4: 252,063 shares; 2025Q1: 245,714 shares; 2025Q2: 243,042 shares 243,042 $11.5M 0.74% -2,672 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: 26,423 shares; 2024Q2: 26,215 shares; 2024Q3: 26,307 shares; 2024Q4: 20,677 shares; 2025Q1: 17,432 shares; 2025Q2: 23,350 shares 23,350 $11.3M 0.73% +5,918 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,022,661 shares; 2024Q2: 1,000,917 shares; 2024Q3: 952,205 shares; 2024Q4: 893,339 shares; 2025Q1: 893,068 shares; 2025Q2: 858,513 shares 858,513 $11.2M 0.72% -34,555 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: 16,951 shares; 2024Q2: not reported; 2024Q3: 16,709 shares; 2024Q4: 12,882 shares; 2025Q1: 10,929 shares; 2025Q2: 10,722 shares 10,722 $11M 0.71% -207 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: 103,923 shares; 2024Q2: 101,105 shares; 2024Q3: 99,982 shares; 2024Q4: 98,257 shares; 2025Q1: 93,263 shares; 2025Q2: 92,809 shares 92,809 $11M 0.71% -454 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: 74,705 shares; 2024Q2: 82,298 shares; 2024Q3: 79,984 shares; 2024Q4: 79,084 shares; 2025Q1: 60,849 shares; 2025Q2: 48,845 shares 48,845 $10.9M 0.71% -12,004 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: 40,830 shares; 2024Q2: 39,156 shares; 2024Q3: 38,955 shares; 2024Q4: 41,379 shares; 2025Q1: 49,279 shares; 2025Q2: 48,707 shares 48,707 $10.8M 0.69% -572 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,386 shares 116,386 $10.7M 0.69% new 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: 28,828 shares; 2024Q2: 28,746 shares; 2024Q3: 28,420 shares; 2024Q4: 27,490 shares; 2025Q1: 27,330 shares; 2025Q2: 26,862 shares 26,862 $10.2M 0.66% -468 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: 233,025 shares; 2024Q2: 228,859 shares; 2024Q3: 218,229 shares; 2024Q4: 211,618 shares; 2025Q1: 207,988 shares; 2025Q2: 204,689 shares 204,689 $10.1M 0.65% -3,299 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: 93,888 shares; 2024Q2: 88,693 shares; 2024Q3: 88,435 shares; 2024Q4: 95,071 shares; 2025Q1: 101,299 shares; 2025Q2: 100,175 shares 100,175 $10.1M 0.65% -1,124 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 147,902 shares; 2025Q1: 286,518 shares; 2025Q2: 281,722 shares 281,722 $10.1M 0.65% -4,796 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 269,236 shares; 2024Q4: 260,523 shares; 2025Q1: 259,381 shares; 2025Q2: 335,927 shares 335,927 $10.1M 0.65% +76,546 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: 44,755 shares; 2024Q2: 42,168 shares; 2024Q3: 41,801 shares; 2024Q4: 150,817 shares; 2025Q1: 145,664 shares; 2025Q2: 144,592 shares 144,592 $10M 0.65% -1,072 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,089 shares 143,089 $9.88M 0.64% new 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,081 shares; 2025Q2: 187,564 shares 187,564 $9.86M 0.64% -3,517 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 153,930 shares; 2024Q2: 150,941 shares; 2024Q3: 150,555 shares; 2024Q4: 145,987 shares; 2025Q1: 143,791 shares; 2025Q2: 142,485 shares 142,485 $9.77M 0.63% -1,306 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: 23,368 shares; 2024Q2: 22,481 shares; 2024Q3: 22,246 shares; 2024Q4: 21,420 shares; 2025Q1: 21,177 shares; 2025Q2: 20,784 shares 20,784 $9.75M 0.63% -393 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,530 shares; 2025Q1: 19,005 shares; 2025Q2: 18,662 shares 18,662 $9.57M 0.62% -343 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: not reported; 2024Q2: 14,284 shares; 2024Q3: 14,146 shares; 2024Q4: 13,664 shares; 2025Q1: 13,600 shares; 2025Q2: 13,368 shares 13,368 $9.34M 0.6% -232 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: 28,364 shares; 2024Q2: 33,422 shares; 2024Q3: 33,103 shares; 2024Q4: 32,063 shares; 2025Q1: 31,733 shares; 2025Q2: 31,175 shares 31,175 $9.32M 0.6% -558 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: 107,210 shares; 2024Q2: 105,938 shares; 2024Q3: 103,813 shares; 2024Q4: 97,690 shares; 2025Q1: 98,940 shares; 2025Q2: 97,057 shares 97,057 $9.29M 0.6% -1,883 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: 56,072 shares; 2024Q2: 77,633 shares; 2024Q3: 62,922 shares; 2024Q4: 60,839 shares; 2025Q1: 60,256 shares; 2025Q2: 59,176 shares 59,176 $9.23M 0.6% -1,080 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,889 shares; 2025Q2: 79,282 shares 79,282 $9.14M 0.59% +22,393 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: 1,002 shares; 2024Q2: 1,002 shares; 2024Q3: 8,218 shares; 2024Q4: 7,761 shares; 2025Q1: 11,686 shares; 2025Q2: 11,487 shares 11,487 $8.96M 0.58% -199 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: 20,404 shares; 2024Q2: 19,751 shares; 2024Q3: 19,558 shares; 2024Q4: 18,911 shares; 2025Q1: 18,688 shares; 2025Q2: 18,329 shares 18,329 $8.57M 0.55% -359 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: 23,752 shares; 2024Q2: 23,564 shares; 2024Q3: 23,323 shares; 2024Q4: 22,596 shares; 2025Q1: 22,519 shares; 2025Q2: 22,147 shares 22,147 $8.57M 0.55% -372 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: not reported; 2024Q2: 17,355 shares; 2024Q3: 17,138 shares; 2024Q4: 34,173 shares; 2025Q1: 42,288 shares; 2025Q2: 41,477 shares 41,477 $8.49M 0.55% -811 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 86,914 shares; 2024Q2: 86,631 shares; 2024Q3: 85,685 shares; 2024Q4: 82,785 shares; 2025Q1: 82,412 shares; 2025Q2: 80,981 shares 80,981 $8.34M 0.54% -1,431 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: 130,974 shares; 2024Q2: 129,620 shares; 2024Q3: 127,814 shares; 2024Q4: 125,794 shares; 2025Q1: 119,746 shares; 2025Q2: 117,622 shares 117,622 $8.28M 0.53% -2,124 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: 17,060 shares; 2024Q2: 16,616 shares; 2024Q3: 16,458 shares; 2024Q4: 16,253 shares; 2025Q1: 15,819 shares; 2025Q2: 15,520 shares 15,520 $8.18M 0.53% -299 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,264 shares; 2024Q2: 59,643 shares; 2024Q3: 57,706 shares; 2024Q4: 36,084 shares; 2025Q1: 70,744 shares; 2025Q2: 69,561 shares 69,561 $7.28M 0.47% -1,183 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: 17,407 shares; 2024Q2: 17,338 shares; 2024Q3: 17,155 shares; 2024Q4: 16,589 shares; 2025Q1: 16,507 shares; 2025Q2: 16,231 shares 16,231 $7.23M 0.47% -276 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,592 shares; 2024Q2: 101,718 shares; 2024Q3: 99,593 shares; 2024Q4: 92,037 shares; 2025Q1: 95,441 shares; 2025Q2: 93,255 shares 93,255 $7.15M 0.46% -2,186 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: 18,820 shares; 2024Q2: 18,297 shares; 2024Q3: 18,677 shares; 2024Q4: 18,154 shares; 2025Q1: 17,928 shares; 2025Q2: 17,351 shares 17,351 $7.04M 0.45% -577 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: 26,127 shares; 2024Q2: 25,912 shares; 2024Q3: 25,498 shares; 2024Q4: 24,480 shares; 2025Q1: 24,339 shares; 2025Q2: 23,798 shares 23,798 $6.89M 0.44% -541 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: 36,666 shares; 2024Q2: 35,632 shares; 2024Q3: 35,306 shares; 2024Q4: 33,983 shares; 2025Q1: 33,593 shares; 2025Q2: 32,969 shares 32,969 $6.51M 0.42% -624 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,602 shares; 2025Q2: 11,409 shares 11,409 $6.35M 0.41% -193 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142,788 shares; 2024Q2: 139,488 shares; 2024Q3: 136,093 shares; 2024Q4: 116,231 shares; 2025Q1: 162,408 shares; 2025Q2: 161,064 shares 161,064 $5.44M 0.35% -1,344 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,759 shares; 2025Q2: 69,284 shares 69,284 $5.39M 0.35% -1,475 Timeline HDV 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: 47,694 shares; 2024Q2: 46,248 shares; 2024Q3: 45,329 shares; 2024Q4: 43,295 shares; 2025Q1: 43,657 shares; 2025Q2: 43,393 shares 43,393 $5.08M 0.33% -264 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: 59,320 shares; 2024Q2: 59,293 shares; 2024Q3: 58,649 shares; 2024Q4: 56,540 shares; 2025Q1: 56,005 shares; 2025Q2: 55,256 shares 55,256 $4.96M 0.32% -749 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: 49,110 shares; 2024Q2: 46,593 shares; 2024Q3: 46,481 shares; 2024Q4: 45,908 shares; 2025Q1: 44,928 shares; 2025Q2: 44,720 shares 44,720 $4.82M 0.31% -208 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,098 shares; 2025Q1: 3,832 shares; 2025Q2: 3,981 shares 3,981 $4.18M 0.27% +149 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,745 shares; 2024Q2: 14,674 shares; 2024Q3: 15,017 shares; 2024Q4: 11,622 shares; 2025Q1: 11,084 shares; 2025Q2: 11,358 shares 11,358 $4.05M 0.26% +274 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: 20,850 shares; 2024Q2: 19,674 shares; 2024Q3: 20,160 shares; 2024Q4: 19,744 shares; 2025Q1: 18,983 shares; 2025Q2: 19,279 shares 19,279 $3.88M 0.25% +296 Timeline VYMI 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: 50,062 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 45,540 shares; 2025Q1: 45,909 shares; 2025Q2: 45,640 shares 45,640 $3.66M 0.24% -269 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: 31,260 shares; 2024Q2: 29,335 shares; 2024Q3: 30,660 shares; 2024Q4: 29,975 shares; 2025Q1: 28,792 shares; 2025Q2: 29,272 shares 29,272 $3.62M 0.23% +480 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: 49,788 shares; 2024Q2: 47,570 shares; 2024Q3: 48,289 shares; 2024Q4: 47,378 shares; 2025Q1: 45,814 shares; 2025Q2: 46,353 shares 46,353 $3.28M 0.21% +539 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: 121,981 shares; 2024Q2: 112,819 shares; 2024Q3: 112,274 shares; 2024Q4: 109,163 shares; 2025Q1: 104,057 shares; 2025Q2: 106,083 shares 106,083 $3.12M 0.2% +2,026 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: 27,347 shares; 2024Q2: 27,344 shares; 2024Q3: 27,344 shares; 2024Q4: 27,344 shares; 2025Q1: 27,327 shares; 2025Q2: 27,327 shares 27,327 $3.11M 0.2% 0 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: 42,526 shares; 2024Q2: 39,650 shares; 2024Q3: 40,390 shares; 2024Q4: 40,090 shares; 2025Q1: 37,817 shares; 2025Q2: 38,569 shares 38,569 $3.1M 0.2% +752 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: 12,425 shares; 2024Q2: 11,648 shares; 2024Q3: 12,017 shares; 2024Q4: 11,736 shares; 2025Q1: 10,922 shares; 2025Q2: 11,120 shares 11,120 $3.06M 0.2% +198 Timeline HYLS 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: 77,401 shares; 2024Q2: 75,510 shares; 2024Q3: 74,276 shares; 2024Q4: 67,373 shares; 2025Q1: 71,050 shares; 2025Q2: 70,836 shares 70,836 $2.96M 0.19% -214 Timeline FTHI 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: 142,121 shares; 2024Q2: 137,785 shares; 2024Q3: 135,058 shares; 2024Q4: 129,004 shares; 2025Q1: 130,082 shares; 2025Q2: 129,298 shares 129,298 $2.95M 0.19% -784 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: 63,104 shares; 2024Q2: 63,111 shares; 2024Q3: 63,253 shares; 2024Q4: 59,627 shares; 2025Q1: 61,505 shares; 2025Q2: 60,881 shares 60,881 $2.91M 0.19% -624 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: 10,223 shares; 2024Q2: 9,649 shares; 2024Q3: 9,574 shares; 2024Q4: 9,488 shares; 2025Q1: 9,150 shares; 2025Q2: 9,276 shares 9,276 $2.86M 0.18% +126 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: 74,491 shares; 2024Q2: not reported; 2024Q3: 70,573 shares; 2024Q4: 22,526 shares; 2025Q1: 20,717 shares; 2025Q2: 21,101 shares 21,101 $2.79M 0.18% +384 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: 23,941 shares; 2024Q2: 24,121 shares; 2024Q3: 39,139 shares; 2024Q4: 41,702 shares; 2025Q1: 53,013 shares; 2025Q2: 52,959 shares 52,959 $2.77M 0.18% -54 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: 26,124 shares; 2024Q2: 21,446 shares; 2024Q3: 21,722 shares; 2024Q4: 21,321 shares; 2025Q1: 20,189 shares; 2025Q2: 20,105 shares 20,105 $2.73M 0.18% -84 Timeline SMB 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: 148,777 shares; 2024Q2: 148,792 shares; 2024Q3: not reported; 2024Q4: 143,606 shares; 2025Q1: 144,874 shares; 2025Q2: 143,426 shares 143,426 $2.48M 0.16% -1,448 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: 9,435 shares; 2024Q2: 9,435 shares; 2024Q3: 9,435 shares; 2024Q4: 9,435 shares; 2025Q1: 9,435 shares; 2025Q2: 9,435 shares 9,435 $2.43M 0.16% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,003 shares; 2024Q2: 34,080 shares; 2024Q3: 33,512 shares; 2024Q4: 30,467 shares; 2025Q1: 31,966 shares; 2025Q2: 31,888 shares 31,888 $2.35M 0.15% -78 Timeline JPIE 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: 53,802 shares; 2024Q2: 52,172 shares; 2024Q3: 51,150 shares; 2024Q4: 48,878 shares; 2025Q1: 49,675 shares; 2025Q2: 49,383 shares 49,383 $2.29M 0.15% -292 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: 26,489 shares; 2024Q2: 25,773 shares; 2024Q3: 25,987 shares; 2024Q4: 25,032 shares; 2025Q1: 20,037 shares; 2025Q2: 6,623 shares 6,623 $2.07M 0.13% -13,414 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: 22,875 shares; 2024Q2: 21,309 shares; 2024Q3: 21,682 shares; 2024Q4: 18,638 shares; 2025Q1: 18,916 shares; 2025Q2: 19,300 shares 19,300 $2.03M 0.13% +384 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: 31,750 shares; 2024Q2: 26,777 shares; 2024Q3: 27,211 shares; 2024Q4: 26,437 shares; 2025Q1: 25,273 shares; 2025Q2: 25,706 shares 25,706 $1.95M 0.13% +433 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,126 shares; 2024Q2: 65,850 shares; 2024Q3: 12,268 shares; 2024Q4: 13,054 shares; 2025Q1: 12,922 shares; 2025Q2: 12,913 shares 12,913 $1.91M 0.12% -9 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: 47,573 shares; 2024Q2: 44,831 shares; 2024Q3: 45,664 shares; 2024Q4: 40,518 shares; 2025Q1: 40,298 shares; 2025Q2: 40,993 shares 40,993 $1.9M 0.12% +695 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: 57,316 shares; 2024Q2: 53,984 shares; 2024Q3: 55,945 shares; 2024Q4: 54,190 shares; 2025Q1: 50,649 shares; 2025Q2: 51,507 shares 51,507 $1.84M 0.12% +858 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: 8,528 shares; 2024Q2: 7,959 shares; 2024Q3: 8,032 shares; 2024Q4: 7,834 shares; 2025Q1: 7,521 shares; 2025Q2: 7,647 shares 7,647 $1.82M 0.12% +126 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: 25,023 shares; 2024Q2: 24,247 shares; 2024Q3: 23,798 shares; 2024Q4: 68,194 shares; 2025Q1: 68,751 shares; 2025Q2: 67,892 shares 67,892 $1.8M 0.12% -859 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,227 shares; 2024Q2: 57,416 shares; 2024Q3: 56,284 shares; 2024Q4: 57,848 shares; 2025Q1: 54,211 shares; 2025Q2: 53,881 shares 53,881 $1.65M 0.11% -330 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: 37,935 shares; 2024Q2: 36,904 shares; 2024Q3: not reported; 2024Q4: 34,562 shares; 2025Q1: 34,857 shares; 2025Q2: 34,647 shares 34,647 $1.57M 0.1% -210 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: 9,896 shares; 2024Q2: not reported; 2024Q3: 114,382 shares; 2024Q4: 108,594 shares; 2025Q1: 11,112 shares; 2025Q2: 11,099 shares 11,099 $1.5M 0.1% -13 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,194 shares; 2024Q2: 30,192 shares; 2024Q3: 30,257 shares; 2024Q4: 29,127 shares; 2025Q1: 29,299 shares; 2025Q2: 28,987 shares 28,987 $1.49M 0.1% -312 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: 3,253 shares; 2024Q2: 2,283 shares; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares 2,283 $1.41M 0.09% 0 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61,162 shares; 2024Q2: 61,158 shares; 2024Q3: 61,294 shares; 2024Q4: 59,907 shares; 2025Q1: 59,343 shares; 2025Q2: 58,723 shares 58,723 $1.4M 0.09% -620 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: not reported; 2024Q2: 2,354 shares; 2024Q3: 2,354 shares; 2024Q4: 2,354 shares; 2025Q1: 2,354 shares; 2025Q2: 2,354 shares 2,354 $1.25M 0.08% 0 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: 5,329 shares; 2024Q2: 4,507 shares; 2024Q3: 5,607 shares; 2024Q4: 5,290 shares; 2025Q1: 5,208 shares; 2025Q2: 5,208 shares 5,208 $1.14M 0.07% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,164 shares; 2024Q2: 14,164 shares; 2024Q3: 14,164 shares; 2024Q4: 14,138 shares; 2025Q1: 13,778 shares; 2025Q2: 14,081 shares 14,081 $1.11M 0.07% +303 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,469 shares; 2025Q1: 6,080 shares; 2025Q2: 5,300 shares 5,300 $1.03M 0.07% -780 Timeline PVI 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: 41,697 shares; 2024Q2: 41,695 shares; 2024Q3: 41,781 shares; 2024Q4: 40,851 shares; 2025Q1: 40,463 shares; 2025Q2: 40,032 shares 40,032 $992K 0.06% -431 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: 4,886 shares; 2024Q2: 4,886 shares; 2024Q3: 4,886 shares; 2024Q4: 4,886 shares; 2025Q1: 4,886 shares; 2025Q2: 4,886 shares 4,886 $911K 0.06% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,531 shares; 2024Q2: 2,531 shares; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,531 shares; 2025Q2: 2,531 shares 2,531 $841K 0.05% 0 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: 3,168 shares; 2024Q2: 3,168 shares; 2024Q3: 3,585 shares; 2024Q4: 3,352 shares; 2025Q1: 2,969 shares; 2025Q2: 3,034 shares 3,034 $698K 0.05% +65 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,691 shares; 2024Q2: 21,691 shares; 2024Q3: 21,691 shares; 2024Q4: 21,691 shares; 2025Q1: 21,691 shares; 2025Q2: 21,691 shares 21,691 $686K 0.04% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,097 shares; 2025Q1: 6,817 shares; 2025Q2: 6,817 shares 6,817 $664K 0.04% 0 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: 15,770 shares; 2024Q2: 15,396 shares; 2024Q3: 15,016 shares; 2024Q4: 14,902 shares; 2025Q1: 14,814 shares; 2025Q2: 12,589 shares 12,589 $617K 0.04% -2,225 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,381 shares; 2024Q2: 4,381 shares; 2024Q3: 4,681 shares; 2024Q4: 4,681 shares; 2025Q1: 4,681 shares; 2025Q2: 6,681 shares 6,681 $613K 0.04% +2,000 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: 6,000 shares; 2024Q2: 5,931 shares; 2024Q3: 5,915 shares; 2024Q4: 5,719 shares; 2025Q1: 5,556 shares; 2025Q2: 5,538 shares 5,538 $605K 0.04% -18 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: 2,659 shares; 2024Q2: 2,659 shares; 2024Q3: 2,809 shares; 2024Q4: not reported; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares 2,807 $588K 0.04% 0 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: 21,880 shares; 2024Q2: 21,890 shares; 2024Q3: 21,042 shares; 2024Q4: 21,075 shares; 2025Q1: 19,210 shares; 2025Q2: 16,996 shares 16,996 $585K 0.04% -2,214 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: 3,335 shares; 2024Q2: 3,335 shares; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,720 shares 3,720 $556K 0.04% +385 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,114 shares; 2024Q2: 2,114 shares; 2024Q3: 2,114 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares 2,100 $545K 0.04% 0 Timeline IAI 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,209 shares; 2025Q2: 3,208 shares 3,208 $543K 0.04% -1 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,678 shares; 2024Q2: 4,639 shares; 2024Q3: 4,456 shares; 2024Q4: 4,464 shares; 2025Q1: 4,074 shares; 2025Q2: 3,603 shares 3,603 $538K 0.03% -471 FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,965 shares; 2024Q2: 22,965 shares; 2024Q3: 5,655 shares; 2024Q4: 5,655 shares; 2025Q1: 5,655 shares; 2025Q2: 5,655 shares 5,655 $537K 0.03% 0 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: 9,092 shares; 2024Q2: 9,008 shares; 2024Q3: 6,528 shares; 2024Q4: 5,309 shares; 2025Q1: 4,848 shares; 2025Q2: 2,716 shares 2,716 $506K 0.03% -2,132 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: 3,437 shares; 2024Q2: 3,405 shares; 2024Q3: 3,271 shares; 2024Q4: 3,277 shares; 2025Q1: 3,007 shares; 2025Q2: 2,660 shares 2,660 $505K 0.03% -347 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,442 shares; 2024Q2: 8,370 shares; 2024Q3: 8,044 shares; 2024Q4: 8,056 shares; 2025Q1: 7,349 shares; 2025Q2: 6,505 shares 6,505 $501K 0.03% -844 Timeline VGK 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: 5,634 shares; 2024Q2: 5,667 shares; 2024Q3: 5,673 shares; 2024Q4: 5,365 shares; 2025Q1: 5,584 shares; 2025Q2: 6,212 shares 6,212 $481K 0.03% +628 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: 14,192 shares; 2024Q2: 14,072 shares; 2024Q3: 13,521 shares; 2024Q4: 13,541 shares; 2025Q1: 12,339 shares; 2025Q2: 10,910 shares 10,910 $481K 0.03% -1,429 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: 4,943 shares; 2024Q2: 4,900 shares; 2024Q3: 4,708 shares; 2024Q4: 4,716 shares; 2025Q1: 4,301 shares; 2025Q2: 3,805 shares 3,805 $481K 0.03% -496 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,946 shares; 2024Q2: 11,836 shares; 2024Q3: 11,370 shares; 2024Q4: 11,386 shares; 2025Q1: 10,370 shares; 2025Q2: 9,218 shares 9,218 $465K 0.03% -1,152 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,309 shares; 2024Q2: 10,220 shares; 2024Q3: 9,824 shares; 2024Q4: 9,837 shares; 2025Q1: 8,975 shares; 2025Q2: 7,949 shares 7,949 $465K 0.03% -1,026 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: 14,380 shares; 2024Q2: 14,244 shares; 2024Q3: 13,689 shares; 2024Q4: 10,856 shares; 2025Q1: 9,911 shares; 2025Q2: 8,771 shares 8,771 $457K 0.03% -1,140 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,735 shares; 2024Q2: 3,735 shares; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares 3,735 $453K 0.03% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,729 shares; 2024Q2: 9,646 shares; 2024Q3: 9,268 shares; 2024Q4: 9,282 shares; 2025Q1: 8,461 shares; 2025Q2: 5,522 shares 5,522 $449K 0.03% -2,939 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: 2,869 shares; 2024Q2: 2,644 shares; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares 2,703 $432K 0.03% 0 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: 4,675 shares; 2024Q2: 4,675 shares; 2024Q3: 4,732 shares; 2024Q4: 4,675 shares; 2025Q1: 4,675 shares; 2025Q2: 4,675 shares 4,675 $426K 0.03% 0 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: 2,440 shares; 2024Q2: 2,440 shares; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares 2,440 $421K 0.03% 0 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5,833 shares; 2024Q3: 4,560 shares; 2024Q4: 4,567 shares; 2025Q1: 4,169 shares; 2025Q2: 3,689 shares 3,689 $419K 0.03% -480 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,480 shares; 2024Q2: 4,444 shares; 2024Q3: 4,271 shares; 2024Q4: 3,138 shares; 2025Q1: 2,867 shares; 2025Q2: 2,539 shares 2,539 $418K 0.03% -328 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: 4,109 shares; 2024Q2: 4,074 shares; 2024Q3: 3,916 shares; 2024Q4: not reported; 2025Q1: 3,574 shares; 2025Q2: 3,162 shares 3,162 $416K 0.03% -412 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,236 shares; 2024Q4: 2,392 shares; 2025Q1: 4,613 shares; 2025Q2: 4,609 shares 4,609 $405K 0.03% -4 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,243 shares; 2024Q2: 8,918 shares; 2024Q3: 8,719 shares; 2024Q4: 8,381 shares; 2025Q1: 7,880 shares; 2025Q2: 7,636 shares 7,636 $403K 0.03% -244 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,395 shares; 2024Q2: 8,323 shares; 2024Q3: 5,375 shares; 2024Q4: 5,386 shares; 2025Q1: 5,010 shares; 2025Q2: 4,520 shares 4,520 $403K 0.03% -490 Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,332 shares; 2024Q4: 15,359 shares; 2025Q1: 14,001 shares; 2025Q2: 10,137 shares 10,137 $400K 0.03% -3,864 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,228 shares; 2024Q2: 13,104 shares; 2024Q3: 19,946 shares; 2024Q4: 19,627 shares; 2025Q1: 17,189 shares; 2025Q2: 15,838 shares 15,838 $395K 0.03% -1,351 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: 7,696 shares; 2024Q2: 7,635 shares; 2024Q3: 5,984 shares; 2024Q4: 5,294 shares; 2025Q1: 4,832 shares; 2025Q2: 4,276 shares 4,276 $389K 0.03% -556 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: 5,490 shares; 2024Q2: 5,439 shares; 2024Q3: 5,225 shares; 2024Q4: 5,231 shares; 2025Q1: not reported; 2025Q2: 7,770 shares 7,770 $378K 0.02% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,227 shares; 2024Q2: 2,825 shares; 2024Q3: 1,981 shares; 2024Q4: 1,984 shares; 2025Q1: 1,805 shares; 2025Q2: 1,598 shares 1,598 $372K 0.02% -207 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,411 shares 5,411 $370K 0.02% new 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: 673 shares; 2024Q2: 571 shares; 2024Q3: 571 shares; 2024Q4: 571 shares; 2025Q1: 535 shares; 2025Q2: 500 shares 500 $369K 0.02% -35 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,038 shares; 2025Q1: 14,025 shares; 2025Q2: 16,903 shares 16,903 $364K 0.02% +2,878 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,127 shares 3,127 $360K 0.02% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,397 shares; 2024Q4: 4,921 shares; 2025Q1: 4,490 shares; 2025Q2: 3,975 shares 3,975 $359K 0.02% -515 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: 1,521 shares; 2024Q2: 1,521 shares; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: not reported; 2025Q2: 1,421 shares 1,421 $351K 0.02% new Timeline FXI 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: 8,650 shares; 2024Q2: 8,682 shares; 2024Q3: 8,693 shares; 2024Q4: 8,333 shares; 2025Q1: 8,504 shares; 2025Q2: 9,526 shares 9,526 $350K 0.02% +1,022 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,794 shares; 2024Q4: 6,670 shares; 2025Q1: 6,202 shares; 2025Q2: 5,490 shares 5,490 $349K 0.02% -712 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: 695 shares; 2024Q2: 695 shares; 2024Q3: 695 shares; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 695 shares 695 $347K 0.02% 0 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: 5,276 shares; 2024Q2: 3,248 shares; 2024Q3: 3,405 shares; 2024Q4: 3,398 shares; 2025Q1: 2,903 shares; 2025Q2: 2,775 shares 2,775 $344K 0.02% -128 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,431 shares; 2024Q2: 5,385 shares; 2024Q3: 5,175 shares; 2024Q4: not reported; 2025Q1: 4,731 shares; 2025Q2: 4,185 shares 4,185 $340K 0.02% -546 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,610 shares; 2024Q2: 5,557 shares; 2024Q3: 5,339 shares; 2024Q4: 3,963 shares; 2025Q1: 3,617 shares; 2025Q2: 3,200 shares 3,200 $338K 0.02% -417 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,466 shares; 2024Q2: 13,351 shares; 2024Q3: 12,833 shares; 2024Q4: 12,854 shares; 2025Q1: 11,721 shares; 2025Q2: 10,371 shares 10,371 $328K 0.02% -1,350 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,672 shares; 2024Q2: 6,672 shares; 2024Q3: 6,672 shares; 2024Q4: 6,672 shares; 2025Q1: 6,672 shares; 2025Q2: 6,672 shares 6,672 $327K 0.02% 0 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,682 shares; 2024Q2: not reported; 2024Q3: 7,312 shares; 2024Q4: 7,321 shares; 2025Q1: 6,671 shares; 2025Q2: 5,905 shares 5,905 $321K 0.02% -766 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: 1,235 shares; 2024Q2: 1,235 shares; 2024Q3: 1,294 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares 1,235 $316K 0.02% 0 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: 575 shares; 2024Q2: not reported; 2024Q3: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares 788 $312K 0.02% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,773 shares; 2024Q2: 2,749 shares; 2024Q3: 2,183 shares; 2024Q4: 2,185 shares; 2025Q1: 2,004 shares; 2025Q2: 1,782 shares 1,782 $307K 0.02% -222 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,988 shares; 2024Q2: 9,895 shares; 2024Q3: 9,509 shares; 2024Q4: 9,521 shares; 2025Q1: 8,670 shares; 2025Q2: 7,665 shares 7,665 $305K 0.02% -1,005 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,543 shares; 2024Q2: 7,478 shares; 2024Q3: 7,184 shares; 2024Q4: 9,754 shares; 2025Q1: 8,556 shares; 2025Q2: 7,882 shares 7,882 $305K 0.02% -674 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,561 shares; 2024Q4: not reported; 2025Q1: 10,561 shares; 2025Q2: 9,347 shares 9,347 $304K 0.02% -1,214 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,063 shares; 2024Q2: 7,003 shares; 2024Q3: 6,732 shares; 2024Q4: 8,631 shares; 2025Q1: 8,636 shares; 2025Q2: 7,958 shares 7,958 $302K 0.02% -678 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: 612 shares; 2024Q2: 612 shares; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 638 shares; 2025Q2: 638 shares 638 $295K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,955 shares; 2024Q2: 2,934 shares; 2024Q3: 2,927 shares; 2024Q4: 2,884 shares; 2025Q1: 2,749 shares; 2025Q2: 2,674 shares 2,674 $294K 0.02% -75 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: 1,930 shares; 2024Q2: not reported; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares 1,930 $294K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 19,640 shares; 2024Q3: 27,173 shares; 2024Q4: 17,258 shares; 2025Q1: 813 shares; 2025Q2: 1,037 shares 1,037 $290K 0.02% +224 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: 3,769 shares; 2024Q2: 1,843 shares; 2024Q3: 1,924 shares; 2024Q4: 1,360 shares; 2025Q1: 1,000 shares; 2025Q2: 908 shares 908 $276K 0.02% -92 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,715 shares; 2025Q1: 18,301 shares; 2025Q2: 16,864 shares 16,864 $261K 0.02% -1,437 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: 2,200 shares; 2024Q2: 1,257 shares; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,167 shares 1,167 $259K 0.02% -170 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: 1,734 shares; 2024Q2: 1,719 shares; 2024Q3: 1,418 shares; 2024Q4: 1,422 shares; 2025Q1: 1,276 shares; 2025Q2: 840 shares 840 $259K 0.02% -436 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,263 shares; 2024Q2: 3,263 shares; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares; 2025Q1: 3,263 shares; 2025Q2: 3,263 shares 3,263 $257K 0.02% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,845 shares; 2024Q2: 19,845 shares; 2024Q3: 19,845 shares; 2024Q4: 19,845 shares; 2025Q1: 19,845 shares; 2025Q2: 19,845 shares 19,845 $254K 0.02% 0 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: not reported; 2024Q2: 569 shares; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares 569 $249K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,041 shares; 2024Q4: 2,041 shares; 2025Q1: 1,477 shares; 2025Q2: 1,477 shares 1,477 $249K 0.02% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares 3,242 $242K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,360 shares; 2024Q3: 1,360 shares; 2024Q4: 1,370 shares; 2025Q1: not reported; 2025Q2: 1,360 shares 1,360 $236K 0.02% new 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,049 shares; 2025Q2: 8,049 shares 8,049 $233K 0.02% 0 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: 3,140 shares; 2024Q2: not reported; 2024Q3: 3,140 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares; 2025Q2: 3,140 shares 3,140 $233K 0.02% 0 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: 2,519 shares; 2024Q2: 1,246 shares; 2024Q3: 1,299 shares; 2024Q4: 1,293 shares; 2025Q1: 941 shares; 2025Q2: 837 shares 837 $228K 0.01% -104 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: 7,886 shares; 2024Q2: 7,886 shares; 2024Q3: 7,886 shares; 2024Q4: 7,886 shares; 2025Q1: 7,886 shares; 2025Q2: 6,724 shares 6,724 $228K 0.01% -1,162 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,486 shares; 2024Q2: 13,486 shares; 2024Q3: 13,486 shares; 2024Q4: 13,486 shares; 2025Q1: 13,486 shares; 2025Q2: 13,486 shares 13,486 $226K 0.01% 0 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: not reported; 2024Q2: 1,798 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,975 shares 1,975 $226K 0.01% new 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: 44,133 shares; 2024Q2: 42,673 shares; 2024Q3: 42,275 shares; 2024Q4: 40,905 shares; 2025Q1: 991 shares; 2025Q2: 900 shares 900 $222K 0.01% -91 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,018 shares; 2024Q4: 29,075 shares; 2025Q1: 25,472 shares; 2025Q2: 23,471 shares 23,471 $221K 0.01% -2,001 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,834 shares; 2024Q2: 1,834 shares; 2024Q3: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares; 2025Q2: 1,834 shares 1,834 $216K 0.01% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares 204 $216K 0.01% 0 Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,001 shares; 2024Q2: 17,623 shares; 2024Q3: 23,553 shares; 2024Q4: 33,192 shares; 2025Q1: 35,120 shares; 2025Q2: 32,360 shares 32,360 $215K 0.01% -2,760 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,908 shares; 2024Q2: 3,871 shares; 2024Q3: 3,719 shares; 2024Q4: 3,724 shares; 2025Q1: 3,396 shares; 2025Q2: 3,001 shares 3,001 $213K 0.01% -395 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: 6,718 shares; 2024Q2: 3,272 shares; 2024Q3: 3,417 shares; 2024Q4: 3,400 shares; 2025Q1: 2,492 shares; 2025Q2: 2,260 shares 2,260 $210K 0.01% -232 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: 507,340 shares; 2024Q2: 478,605 shares; 2024Q3: 471,811 shares; 2024Q4: 463,791 shares; 2025Q1: 438,527 shares; 2025Q2: 6,190 shares 6,190 $209K 0.01% -432,337 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,691 shares; 2024Q2: 5,637 shares; 2024Q3: 7,551 shares; 2024Q4: 7,218 shares; 2025Q1: 6,623 shares; 2025Q2: 6,103 shares 6,103 $206K 0.01% -520 Timeline HCM HUTCHMED CHINA LTD More: the full row for HUTCHMED CHINA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,145 shares; 2024Q2: 16,988 shares; 2024Q3: 16,329 shares; 2024Q4: 15,388 shares; 2025Q1: 14,898 shares; 2025Q2: 13,184 shares 13,184 $198K 0.01% -1,714 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,285 shares; 2024Q2: 14,159 shares; 2024Q3: 13,603 shares; 2024Q4: 11,295 shares; 2025Q1: 11,913 shares; 2025Q2: 10,971 shares 10,971 $182K 0.01% -942 Timeline VLRS CONTROLADORA VUELA COMP DE A More: the full row for CONTROLADORA VUELA COMP DE A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,766 shares; 2024Q2: 47,366 shares; 2024Q3: 45,528 shares; 2024Q4: 45,592 shares; 2025Q1: 41,575 shares; 2025Q2: 36,776 shares 36,776 $175K 0.01% -4,799 Timeline