SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 218,983 shares; 2023Q2: 219,299 shares; 2023Q3: 211,338 shares; 2023Q4: 211,636 shares; 2024Q1: 216,851 shares; 2024Q2: 223,940 shares 223,940 $122M 5.88% +7,089 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,241,418 shares; 2023Q2: 2,242,596 shares; 2023Q3: 2,230,218 shares; 2023Q4: 2,260,520 shares; 2024Q1: 2,245,376 shares; 2024Q2: 2,221,077 shares 2,221,077 $97.2M 4.67% -24,299 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,293,114 shares; 2023Q2: 2,217,202 shares; 2023Q3: 2,214,684 shares; 2023Q4: 2,195,963 shares; 2024Q1: 2,073,882 shares; 2024Q2: 1,922,000 shares 1,922,000 $95M 4.57% -151,882 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 159,470 shares; 2023Q2: 167,850 shares; 2023Q3: 165,271 shares; 2023Q4: 152,255 shares; 2024Q1: 163,961 shares; 2024Q2: 187,728 shares 187,728 $94.2M 4.53% +23,767 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 567,771 shares; 2023Q3: 523,818 shares; 2023Q4: 363,815 shares; 2024Q1: 704,711 shares; 2024Q2: 900,810 shares 900,810 $90.7M 4.36% +196,099 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 275,536 shares; 2023Q2: 278,272 shares; 2023Q3: 276,920 shares; 2023Q4: 274,498 shares; 2024Q1: 276,036 shares; 2024Q2: 281,984 shares 281,984 $75.7M 3.64% +5,948 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 229,228 shares; 2023Q2: 230,052 shares; 2023Q3: 213,272 shares; 2023Q4: 213,909 shares; 2024Q1: 213,629 shares; 2024Q2: 213,630 shares 213,630 $63.6M 3.06% +1 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,543,908 shares; 2023Q2: 1,588,987 shares; 2023Q3: 1,546,510 shares; 2023Q4: 1,441,367 shares; 2024Q1: 1,427,443 shares; 2024Q2: 1,345,975 shares 1,345,975 $52.2M 2.51% -81,468 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 520,677 shares; 2023Q2: 561,438 shares; 2023Q3: 581,681 shares; 2023Q4: 600,371 shares; 2024Q1: 636,174 shares; 2024Q2: 662,564 shares 662,564 $47.7M 2.3% +26,390 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 661,957 shares; 2023Q2: 609,989 shares; 2023Q3: 590,756 shares; 2023Q4: 629,757 shares; 2024Q1: 651,028 shares; 2024Q2: 816,985 shares 816,985 $47.6M 2.29% +165,957 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 208,562 shares; 2023Q2: 210,098 shares; 2023Q3: 207,177 shares; 2023Q4: 207,777 shares; 2024Q1: 209,343 shares; 2024Q2: 213,493 shares 213,493 $45M 2.16% +4,150 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 296,950 shares; 2023Q3: 274,711 shares; 2023Q4: 248,299 shares; 2024Q1: 544,653 shares; 2024Q2: 457,245 shares 457,245 $42M 2.02% -87,408 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,197 shares; 2023Q2: 27,652 shares; 2023Q3: 28,693 shares; 2023Q4: 29,163 shares; 2024Q1: 31,479 shares; 2024Q2: 320,017 shares 320,017 $39.5M 1.9% +288,538 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 81,084 shares; 2023Q2: 82,540 shares; 2023Q3: 81,556 shares; 2023Q4: 83,817 shares; 2024Q1: 85,190 shares; 2024Q2: 85,341 shares 85,341 $38.1M 1.83% +151 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 611,019 shares; 2023Q2: 602,405 shares; 2023Q3: 595,012 shares; 2023Q4: 545,510 shares; 2024Q1: 541,436 shares; 2024Q2: 511,156 shares 511,156 $37.1M 1.79% -30,280 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,533,905 shares; 2023Q2: 1,563,652 shares; 2023Q3: 1,508,958 shares; 2023Q4: 1,414,178 shares; 2024Q1: 1,410,941 shares; 2024Q2: 1,405,826 shares 1,405,826 $34.8M 1.67% -5,115 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 334,419 shares; 2023Q2: 364,067 shares; 2023Q3: 348,688 shares; 2023Q4: 345,769 shares; 2024Q1: 470,348 shares; 2024Q2: 767,181 shares 767,181 $34.2M 1.65% +296,833 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,412,870 shares; 2023Q2: 1,437,958 shares; 2023Q3: 1,358,139 shares; 2023Q4: 1,220,062 shares; 2024Q1: 1,234,621 shares; 2024Q2: 1,204,653 shares 1,204,653 $33.1M 1.59% -29,968 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 337,752 shares; 2023Q2: 340,641 shares; 2023Q3: 329,354 shares; 2023Q4: 312,994 shares; 2024Q1: 313,118 shares; 2024Q2: 303,147 shares 303,147 $32.3M 1.55% -9,971 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 664,503 shares; 2023Q2: 591,592 shares; 2023Q3: 547,487 shares; 2023Q4: 591,069 shares; 2024Q1: 574,334 shares; 2024Q2: 332,950 shares 332,950 $28.2M 1.36% -241,384 Timeline EFAX 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 770,232 shares; 2023Q2: 770,211 shares; 2023Q3: 770,211 shares; 2023Q4: 769,303 shares; 2024Q1: 769,303 shares; 2024Q2: 626,032 shares 626,032 $25.5M 1.23% -143,271 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100,581 shares; 2023Q2: 101,831 shares; 2023Q3: 103,919 shares; 2023Q4: 107,004 shares; 2024Q1: 114,874 shares; 2024Q2: 116,109 shares 116,109 $22.4M 1.08% +1,235 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 223,490 shares; 2023Q2: 261,320 shares; 2023Q3: 259,850 shares; 2023Q4: 267,205 shares; 2024Q1: 247,489 shares; 2024Q2: 247,576 shares 247,576 $19.5M 0.94% +87 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 390,695 shares; 2023Q2: 446,099 shares; 2023Q3: 430,006 shares; 2023Q4: 349,916 shares; 2024Q1: 306,242 shares; 2024Q2: 170,609 shares 170,609 $18.2M 0.87% -135,633 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 245,765 shares; 2023Q2: 248,038 shares; 2023Q3: 248,038 shares; 2023Q4: 252,354 shares; 2024Q1: 243,378 shares; 2024Q2: 230,528 shares 230,528 $18.1M 0.87% -12,850 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 575,089 shares; 2023Q2: 566,290 shares; 2023Q3: 525,558 shares; 2023Q4: 500,152 shares; 2024Q1: 500,152 shares; 2024Q2: 484,337 shares 484,337 $17M 0.82% -15,815 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,453 shares; 2024Q1: 10,595 shares; 2024Q2: 10,421 shares 10,421 $16.7M 0.8% -174 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 325,182 shares; 2023Q2: 298,168 shares; 2023Q3: 295,400 shares; 2023Q4: 295,628 shares; 2024Q1: 289,577 shares; 2024Q2: 299,647 shares 299,647 $16M 0.77% +10,070 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,412 shares; 2023Q2: 29,444 shares; 2023Q3: 29,944 shares; 2023Q4: 26,816 shares; 2024Q1: 25,393 shares; 2024Q2: 25,256 shares 25,256 $13.8M 0.66% -137 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 53,234 shares; 2023Q2: 53,207 shares; 2023Q3: 79,675 shares; 2023Q4: 76,665 shares; 2024Q1: 76,606 shares; 2024Q2: 73,367 shares 73,367 $13.5M 0.65% -3,239 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 537,766 shares; 2023Q2: 568,978 shares; 2023Q3: 562,753 shares; 2023Q4: 483,471 shares; 2024Q1: 471,423 shares; 2024Q2: 475,010 shares 475,010 $12.6M 0.61% +3,587 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 57,756 shares; 2023Q2: 59,337 shares; 2023Q3: 67,197 shares; 2023Q4: 66,245 shares; 2024Q1: 66,269 shares; 2024Q2: 68,815 shares 68,815 $12.5M 0.6% +2,546 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 127,516 shares; 2023Q2: 125,696 shares; 2023Q3: 121,790 shares; 2023Q4: 123,817 shares; 2024Q1: 121,409 shares; 2024Q2: 126,668 shares 126,668 $12.2M 0.59% +5,259 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 501,315 shares; 2023Q3: 739,223 shares; 2023Q4: 985,631 shares; 2024Q1: 876,136 shares; 2024Q2: 876,136 shares 876,136 $11.3M 0.54% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,303 shares; 2023Q2: 19,565 shares; 2023Q3: 19,025 shares; 2023Q4: 19,370 shares; 2024Q1: 22,340 shares; 2024Q2: 22,250 shares 22,250 $11.2M 0.54% -90 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,916 shares; 2023Q2: 26,965 shares; 2023Q3: 27,117 shares; 2023Q4: 26,518 shares; 2024Q1: 27,083 shares; 2024Q2: 26,944 shares 26,944 $11M 0.53% -139 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 259,299 shares; 2023Q2: 270,183 shares; 2023Q3: 283,432 shares; 2023Q4: 295,511 shares; 2024Q1: 300,080 shares; 2024Q2: 312,288 shares 312,288 $10.5M 0.51% +12,208 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 58,052 shares; 2023Q2: 58,163 shares; 2023Q3: 58,446 shares; 2023Q4: 56,545 shares; 2024Q1: 56,254 shares; 2024Q2: 56,326 shares 56,326 $10.3M 0.49% +72 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,187 shares; 2023Q2: 10,557 shares; 2023Q3: 10,325 shares; 2023Q4: 10,089 shares; 2024Q1: 10,936 shares; 2024Q2: 10,736 shares 10,736 $9.72M 0.47% -200 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 389,989 shares; 2023Q2: 407,019 shares; 2023Q3: 410,542 shares; 2023Q4: 346,755 shares; 2024Q1: 326,646 shares; 2024Q2: 194,601 shares 194,601 $9.49M 0.46% -132,045 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,812 shares; 2023Q2: 25,828 shares; 2023Q3: 23,904 shares; 2023Q4: 26,515 shares; 2024Q1: 25,086 shares; 2024Q2: 19,607 shares 19,607 $9.41M 0.45% -5,479 Timeline BROOKFIELD RENEWABLE COR-A BROOKFIELD RENEWABLE COR-A More: the full row for BROOKFIELD RENEWABLE COR-A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 267,650 shares; 2023Q2: 275,559 shares; 2023Q3: 294,648 shares; 2023Q4: 311,142 shares; 2024Q1: 320,187 shares; 2024Q2: 326,828 shares 326,828 $9.28M 0.45% +6,641 VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 216,509 shares; 2023Q2: 183,112 shares; 2023Q3: 155,188 shares; 2023Q4: 155,622 shares; 2024Q1: 155,622 shares; 2024Q2: 155,624 shares 155,624 $9.13M 0.44% +2 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 138,263 shares; 2023Q2: 136,887 shares; 2023Q3: 137,348 shares; 2023Q4: 137,847 shares; 2024Q1: 137,847 shares; 2024Q2: 137,847 shares 137,847 $8.89M 0.43% 0 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 686,944 shares 686,944 $8.72M 0.42% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 666,027 shares; 2023Q2: 788,418 shares; 2023Q3: 870,928 shares; 2023Q4: 782,958 shares; 2024Q1: 617,513 shares; 2024Q2: 137,987 shares 137,987 $8.51M 0.41% -479,526 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 233,394 shares; 2023Q2: 230,994 shares; 2023Q3: 220,194 shares; 2023Q4: 213,088 shares; 2024Q1: 207,843 shares; 2024Q2: 210,722 shares 210,722 $8.04M 0.39% +2,879 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 45,923 shares; 2023Q2: 44,443 shares; 2023Q3: 45,357 shares; 2023Q4: 83,717 shares; 2024Q1: 83,782 shares; 2024Q2: 75,322 shares 75,322 $7.31M 0.35% -8,460 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,367 shares; 2023Q2: 21,419 shares; 2023Q3: 21,351 shares; 2023Q4: 21,563 shares; 2024Q1: 21,677 shares; 2024Q2: 22,009 shares 22,009 $6.9M 0.33% +332 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 191,454 shares; 2023Q2: 191,454 shares; 2023Q3: 191,454 shares; 2023Q4: 192,095 shares; 2024Q1: 235,740 shares; 2024Q2: 238,629 shares 238,629 $6.84M 0.33% +2,889 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,444 shares; 2023Q2: 29,464 shares; 2023Q3: 50,366 shares; 2023Q4: 50,006 shares; 2024Q1: 48,950 shares; 2024Q2: 49,811 shares 49,811 $6.64M 0.32% +861 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,405 shares; 2023Q2: 24,549 shares; 2023Q3: 24,068 shares; 2023Q4: 23,970 shares; 2024Q1: 24,941 shares; 2024Q2: 57,423 shares 57,423 $6.61M 0.32% +32,482 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37,574 shares; 2023Q2: 38,913 shares; 2023Q3: 38,119 shares; 2023Q4: 38,088 shares; 2024Q1: 38,459 shares; 2024Q2: 38,030 shares 38,030 $6.52M 0.31% -429 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 187,164 shares; 2023Q2: 170,280 shares; 2023Q3: 170,280 shares; 2023Q4: 172,962 shares; 2024Q1: 172,962 shares; 2024Q2: 172,962 shares 172,962 $6.52M 0.31% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32,536 shares; 2023Q2: 34,420 shares; 2023Q3: 34,420 shares; 2023Q4: 34,678 shares; 2024Q1: 52,946 shares; 2024Q2: 53,195 shares 53,195 $6.35M 0.31% +249 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,157 shares; 2023Q2: 12,119 shares; 2023Q3: 12,172 shares; 2023Q4: 12,348 shares; 2024Q1: 12,141 shares; 2024Q2: 12,172 shares 12,172 $6.2M 0.3% +31 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 36,973 shares; 2023Q4: 42,829 shares; 2024Q1: 43,933 shares; 2024Q2: 44,811 shares 44,811 $6.18M 0.3% +878 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,561 shares; 2023Q2: 28,884 shares; 2023Q3: 29,329 shares; 2023Q4: 30,094 shares; 2024Q1: 29,902 shares; 2024Q2: 29,782 shares 29,782 $6.02M 0.29% -120 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 44,855 shares; 2023Q2: 45,164 shares; 2023Q3: 44,330 shares; 2023Q4: 43,817 shares; 2024Q1: 44,478 shares; 2024Q2: 44,816 shares 44,816 $5.58M 0.27% +338 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,735 shares; 2023Q2: 15,745 shares; 2023Q3: 15,582 shares; 2023Q4: 15,564 shares; 2024Q1: 16,007 shares; 2024Q2: 16,136 shares 16,136 $5.37M 0.26% +129 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46,187 shares; 2023Q2: 46,198 shares; 2023Q3: 46,198 shares; 2023Q4: 45,711 shares; 2024Q1: 45,662 shares; 2024Q2: 45,580 shares 45,580 $5.12M 0.25% -82 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,859 shares; 2023Q2: 19,211 shares; 2023Q3: 19,071 shares; 2023Q4: 18,976 shares; 2024Q1: 19,551 shares; 2024Q2: 19,272 shares 19,272 $5.06M 0.24% -279 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40,440 shares; 2023Q2: 40,106 shares; 2023Q3: 40,013 shares; 2023Q4: 39,919 shares; 2024Q1: 40,451 shares; 2024Q2: 40,685 shares 40,685 $5.04M 0.24% +234 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 698,362 shares; 2023Q2: 1,101,560 shares; 2023Q3: 1,074,611 shares; 2023Q4: 714,688 shares; 2024Q1: 696,910 shares; 2024Q2: 245,236 shares 245,236 $4.94M 0.24% -451,674 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 121,184 shares; 2023Q2: 122,747 shares; 2023Q3: 120,338 shares; 2023Q4: 121,689 shares; 2024Q1: 121,691 shares; 2024Q2: 121,695 shares 121,695 $4.88M 0.23% +4 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,661 shares; 2023Q2: 19,396 shares; 2023Q3: 21,938 shares; 2023Q4: 24,003 shares; 2024Q1: 24,794 shares; 2024Q2: 23,456 shares 23,456 $4.76M 0.23% -1,338 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,015 shares; 2023Q2: 10,705 shares; 2023Q3: 10,498 shares; 2023Q4: 10,636 shares; 2024Q1: 10,858 shares; 2024Q2: 10,694 shares 10,694 $4.72M 0.23% -164 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,939 shares; 2023Q2: 17,022 shares; 2023Q3: 17,275 shares; 2023Q4: 121,309 shares; 2024Q1: 121,309 shares; 2024Q2: 112,237 shares 112,237 $4.66M 0.22% -9,072 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 109,669 shares; 2023Q2: 109,900 shares; 2023Q3: 106,528 shares; 2023Q4: 106,332 shares; 2024Q1: 106,526 shares; 2024Q2: 105,613 shares 105,613 $4.49M 0.22% -913 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,306 shares; 2023Q2: 25,575 shares; 2023Q3: 23,172 shares; 2023Q4: 29,383 shares; 2024Q1: 29,537 shares; 2024Q2: 29,788 shares 29,788 $4.21M 0.2% +251 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,293 shares; 2023Q2: 26,748 shares; 2023Q3: 25,186 shares; 2023Q4: 24,786 shares; 2024Q1: 25,150 shares; 2024Q2: 25,772 shares 25,772 $4.03M 0.19% +622 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,525 shares; 2023Q2: 12,462 shares; 2023Q3: 12,520 shares; 2023Q4: 12,742 shares; 2024Q1: 12,755 shares; 2024Q2: 12,720 shares 12,720 $3.97M 0.19% -35 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,123 shares; 2024Q1: 6,034 shares; 2024Q2: 5,883 shares 5,883 $3.97M 0.19% -151 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,417 shares; 2023Q2: 50,417 shares; 2023Q3: 50,417 shares; 2023Q4: 40,622 shares; 2024Q1: 33,064 shares; 2024Q2: 33,130 shares 33,130 $3.93M 0.19% +66 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,900 shares; 2024Q1: 4,240 shares; 2024Q2: 4,596 shares 4,596 $3.91M 0.19% +356 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,614 shares; 2023Q2: 23,714 shares; 2023Q3: 23,955 shares; 2023Q4: 19,310 shares; 2024Q1: 20,109 shares; 2024Q2: 19,989 shares 19,989 $3.89M 0.19% -120 Timeline BSV 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50,269 shares; 2023Q2: 49,787 shares; 2023Q3: 49,989 shares; 2023Q4: 49,226 shares; 2024Q1: 49,387 shares; 2024Q2: 49,557 shares 49,557 $3.8M 0.18% +170 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 82,123 shares; 2023Q2: 105,523 shares; 2023Q3: 105,523 shares; 2023Q4: 117,870 shares; 2024Q1: 111,273 shares; 2024Q2: 112,204 shares 112,204 $3.76M 0.18% +931 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30,800 shares; 2023Q2: 30,154 shares; 2023Q3: 19,054 shares; 2023Q4: 19,900 shares; 2024Q1: 23,321 shares; 2024Q2: 18,542 shares 18,542 $3.67M 0.18% -4,779 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,151 shares; 2023Q2: 21,377 shares; 2023Q3: 21,169 shares; 2023Q4: 21,523 shares; 2024Q1: 22,084 shares; 2024Q2: 22,219 shares 22,219 $3.66M 0.18% +135 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,165 shares; 2023Q3: not reported; 2023Q4: 9,948 shares; 2024Q1: 10,422 shares; 2024Q2: 10,153 shares 10,153 $3.5M 0.17% -269 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,546 shares; 2023Q2: 36,787 shares; 2023Q3: 34,401 shares; 2023Q4: 34,864 shares; 2024Q1: 24,703 shares; 2024Q2: 21,579 shares 21,579 $3.48M 0.17% -3,124 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,861 shares; 2023Q2: 35,211 shares; 2023Q3: 34,566 shares; 2023Q4: 33,855 shares; 2024Q1: 35,077 shares; 2024Q2: 35,362 shares 35,362 $3.44M 0.17% +285 Timeline CEREVEL THERAPEUTICS HLDNG I CEREVEL THERAPEUTICS HLDNG I More: the full row for CEREVEL THERAPEUTICS HLDNG I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 83,857 shares; 2023Q4: 83,857 shares; 2024Q1: 83,857 shares; 2024Q2: 83,857 shares 83,857 $3.43M 0.16% 0 NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,732 shares; 2023Q2: 12,390 shares; 2023Q3: 24,952 shares; 2023Q4: 24,942 shares; 2024Q1: 25,068 shares; 2024Q2: 23,795 shares 23,795 $3.4M 0.16% -1,273 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,115 shares; 2023Q2: 13,295 shares; 2023Q3: 13,211 shares; 2023Q4: 13,279 shares; 2024Q1: 13,186 shares; 2024Q2: 12,969 shares 12,969 $3.3M 0.16% -217 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 163,001 shares; 2023Q2: 160,392 shares; 2023Q3: 159,725 shares; 2023Q4: 161,855 shares; 2024Q1: 160,463 shares; 2024Q2: 161,390 shares 161,390 $3.21M 0.15% +927 Timeline BBEU 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65,577 shares; 2023Q2: 60,876 shares; 2023Q3: 51,913 shares; 2023Q4: 51,913 shares; 2024Q1: 53,726 shares; 2024Q2: 53,639 shares 53,639 $3.16M 0.15% -87 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,648 shares; 2024Q1: 6,715 shares; 2024Q2: 6,754 shares 6,754 $3.15M 0.15% +39 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37,757 shares; 2023Q2: 38,058 shares; 2023Q3: 38,919 shares; 2023Q4: 39,295 shares; 2024Q1: 39,167 shares; 2024Q2: 37,978 shares 37,978 $3.1M 0.15% -1,189 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 88,239 shares; 2023Q2: 88,313 shares; 2023Q3: 88,768 shares; 2023Q4: 89,875 shares; 2024Q1: 90,240 shares; 2024Q2: 87,728 shares 87,728 $3.1M 0.15% -2,512 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,818 shares; 2023Q2: 18,027 shares; 2023Q3: 17,608 shares; 2023Q4: 17,709 shares; 2024Q1: 17,927 shares; 2024Q2: 18,329 shares 18,329 $3.02M 0.15% +402 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 57,139 shares; 2023Q2: 63,830 shares; 2023Q3: 83,485 shares; 2023Q4: 77,540 shares; 2024Q1: 59,469 shares; 2024Q2: 41,402 shares 41,402 $3.01M 0.14% -18,067 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,838 shares; 2024Q1: 4,807 shares; 2024Q2: 4,550 shares 4,550 $2.99M 0.14% -257 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 49,218 shares; 2023Q2: 48,566 shares; 2023Q3: 47,987 shares; 2023Q4: 49,857 shares; 2024Q1: 46,255 shares; 2024Q2: 38,328 shares 38,328 $2.98M 0.14% -7,927 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,568 shares; 2023Q2: 10,621 shares; 2023Q3: 11,065 shares; 2023Q4: 11,169 shares; 2024Q1: 11,189 shares; 2024Q2: 11,485 shares 11,485 $2.95M 0.14% +296 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,347 shares; 2023Q2: 19,761 shares; 2023Q3: 19,602 shares; 2023Q4: 19,716 shares; 2024Q1: 19,594 shares; 2024Q2: 19,373 shares 19,373 $2.94M 0.14% -221 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,079 shares; 2023Q2: 36,079 shares; 2023Q3: 38,897 shares; 2023Q4: 36,669 shares; 2024Q1: 34,860 shares; 2024Q2: 35,726 shares 35,726 $2.9M 0.14% +866 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,686 shares; 2023Q3: 10,269 shares; 2023Q4: 10,347 shares; 2024Q1: 10,555 shares; 2024Q2: 9,541 shares 9,541 $2.89M 0.14% -1,014 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,760 shares; 2023Q2: 10,760 shares; 2023Q3: 10,512 shares; 2023Q4: 10,512 shares; 2024Q1: 10,941 shares; 2024Q2: 11,507 shares 11,507 $2.88M 0.14% +566 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,576 shares; 2023Q2: 13,011 shares; 2023Q3: 12,418 shares; 2023Q4: 12,985 shares; 2024Q1: 11,992 shares; 2024Q2: 12,103 shares 12,103 $2.86M 0.14% +111 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,318 shares; 2023Q2: 14,197 shares; 2023Q3: 14,229 shares; 2023Q4: 12,796 shares; 2024Q1: 12,891 shares; 2024Q2: 12,904 shares 12,904 $2.82M 0.14% +13 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 137,602 shares; 2023Q2: 137,602 shares; 2023Q3: 137,264 shares; 2023Q4: 137,264 shares; 2024Q1: 137,264 shares; 2024Q2: 137,264 shares 137,264 $2.67M 0.13% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,656 shares; 2024Q1: 2,742 shares; 2024Q2: 2,531 shares 2,531 $2.59M 0.12% -211 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 28,576 shares; 2024Q1: 29,020 shares; 2024Q2: 28,737 shares 28,737 $2.57M 0.12% -283 Timeline iShares MSCI Frontier 100 iShares MSCI Frontier 100 More: the full row for iShares MSCI Frontier 100 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 89,017 shares; 2023Q2: 90,506 shares; 2023Q3: 90,506 shares; 2023Q4: 92,331 shares; 2024Q1: 92,331 shares; 2024Q2: 92,331 shares 92,331 $2.54M 0.12% 0 IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 104,989 shares; 2023Q2: 90,556 shares; 2023Q3: 90,041 shares; 2023Q4: 90,567 shares; 2024Q1: 90,566 shares; 2024Q2: 28,486 shares 28,486 $2.5M 0.12% -62,080 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 691,671 shares; 2023Q2: 693,444 shares; 2023Q3: 696,416 shares; 2023Q4: 694,696 shares; 2024Q1: 695,324 shares; 2024Q2: 700,455 shares 700,455 $2.49M 0.12% +5,131 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,958 shares; 2024Q1: 5,221 shares; 2024Q2: 5,297 shares 5,297 $2.48M 0.12% +76 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,052 shares; 2023Q2: 32,003 shares; 2023Q3: 25,862 shares; 2023Q4: 26,091 shares; 2024Q1: 20,157 shares; 2024Q2: 16,260 shares 16,260 $2.47M 0.12% -3,897 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,127 shares; 2023Q2: 12,370 shares; 2023Q3: 12,381 shares; 2023Q4: 12,408 shares; 2024Q1: 12,474 shares; 2024Q2: 12,407 shares 12,407 $2.44M 0.12% -67 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,485 shares; 2023Q2: 18,681 shares; 2023Q3: 18,530 shares; 2023Q4: 16,424 shares; 2024Q1: 18,220 shares; 2024Q2: 16,626 shares 16,626 $2.43M 0.12% -1,594 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,640 shares; 2024Q1: 9,907 shares; 2024Q2: 9,816 shares 9,816 $2.36M 0.11% -91 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,353 shares; 2024Q1: 4,393 shares; 2024Q2: 4,242 shares 4,242 $2.36M 0.11% -151 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,040 shares; 2023Q2: 10,627 shares; 2023Q3: 10,605 shares; 2023Q4: 11,242 shares; 2024Q1: 12,051 shares; 2024Q2: 11,762 shares 11,762 $2.34M 0.11% -289 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,698 shares; 2024Q1: 4,042 shares; 2024Q2: 4,172 shares 4,172 $2.31M 0.11% +130 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,154 shares; 2023Q2: 36,287 shares; 2023Q3: 37,058 shares; 2023Q4: 36,578 shares; 2024Q1: 36,578 shares; 2024Q2: 36,578 shares 36,578 $2.31M 0.11% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 54,664 shares; 2023Q2: 53,753 shares; 2023Q3: 53,442 shares; 2023Q4: 56,525 shares; 2024Q1: 59,145 shares; 2024Q2: 58,004 shares 58,004 $2.31M 0.11% -1,141 Timeline BBJP 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 38,479 shares; 2023Q2: 38,479 shares; 2023Q3: 40,075 shares; 2023Q4: 40,075 shares; 2024Q1: 40,415 shares; 2024Q2: 40,415 shares 40,415 $2.28M 0.11% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,396 shares; 2024Q1: 3,896 shares; 2024Q2: 4,196 shares 4,196 $2.25M 0.11% +300 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,975 shares; 2023Q2: 51,750 shares; 2023Q3: 44,840 shares; 2023Q4: 48,780 shares; 2024Q1: 48,921 shares; 2024Q2: 45,978 shares 45,978 $2.18M 0.11% -2,943 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,006 shares; 2024Q1: 5,191 shares; 2024Q2: 4,969 shares 4,969 $2.18M 0.1% -222 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 47,523 shares; 2023Q2: 45,403 shares; 2023Q3: 45,788 shares; 2023Q4: 46,349 shares; 2024Q1: 46,641 shares; 2024Q2: 46,641 shares 46,641 $2.17M 0.1% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,349 shares; 2023Q2: 16,264 shares; 2023Q3: 11,280 shares; 2023Q4: 12,332 shares; 2024Q1: 13,435 shares; 2024Q2: 13,264 shares 13,264 $2.15M 0.1% -171 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,612 shares; 2023Q2: 11,843 shares; 2023Q3: 11,836 shares; 2023Q4: 11,775 shares; 2024Q1: 12,059 shares; 2024Q2: 19,335 shares 19,335 $2.13M 0.1% +7,276 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 67,033 shares; 2023Q2: 65,530 shares; 2023Q3: 63,744 shares; 2023Q4: 60,442 shares; 2024Q1: 59,395 shares; 2024Q2: 18,712 shares 18,712 $2.11M 0.1% -40,683 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,460 shares; 2023Q2: 10,655 shares; 2023Q3: 10,391 shares; 2023Q4: 9,930 shares; 2024Q1: 30,306 shares; 2024Q2: 31,154 shares 31,154 $2.11M 0.1% +848 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,566 shares; 2024Q1: 4,698 shares; 2024Q2: 4,726 shares 4,726 $2.11M 0.1% +28 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 70,638 shares; 2023Q2: 70,671 shares; 2023Q3: 66,483 shares; 2023Q4: 66,565 shares; 2024Q1: 49,844 shares; 2024Q2: 49,210 shares 49,210 $2.1M 0.1% -634 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87,156 shares; 2023Q2: 87,156 shares; 2023Q3: 87,156 shares; 2023Q4: 87,156 shares; 2024Q1: 87,156 shares; 2024Q2: 87,156 shares 87,156 $2.07M 0.1% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,981 shares; 2024Q1: 8,881 shares; 2024Q2: 8,864 shares 8,864 $2.05M 0.1% -17 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50,067 shares; 2023Q2: 49,203 shares; 2023Q3: 61,174 shares; 2023Q4: 54,801 shares; 2024Q1: 42,108 shares; 2024Q2: 42,264 shares 42,264 $2M 0.1% +156 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,145 shares; 2023Q3: 10,274 shares; 2023Q4: 10,132 shares; 2024Q1: 10,196 shares; 2024Q2: 10,167 shares 10,167 $1.99M 0.1% -29 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,872 shares; 2024Q1: 9,165 shares; 2024Q2: 8,969 shares 8,969 $1.98M 0.1% -196 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 53,271 shares; 2023Q2: 53,182 shares; 2023Q3: 52,431 shares; 2023Q4: 52,751 shares; 2024Q1: 53,981 shares; 2024Q2: 53,986 shares 53,986 $1.92M 0.09% +5 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 128,698 shares; 2023Q2: 128,683 shares; 2023Q3: 128,683 shares; 2023Q4: 128,751 shares; 2024Q1: 128,751 shares; 2024Q2: 128,751 shares 128,751 $1.9M 0.09% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,542 shares; 2024Q1: 10,706 shares; 2024Q2: 10,669 shares 10,669 $1.86M 0.09% -37 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,430 shares; 2023Q2: 22,873 shares; 2023Q3: 17,739 shares; 2023Q4: 23,056 shares; 2024Q1: 26,660 shares; 2024Q2: 26,162 shares 26,162 $1.85M 0.09% -498 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,177 shares; 2024Q1: 9,650 shares; 2024Q2: 10,091 shares 10,091 $1.85M 0.09% +441 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 91,913 shares; 2023Q2: 91,913 shares; 2023Q3: 91,913 shares; 2023Q4: 91,913 shares; 2024Q1: 91,913 shares; 2024Q2: 91,913 shares 91,913 $1.85M 0.09% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,865 shares; 2023Q2: 17,483 shares; 2023Q3: 15,917 shares; 2023Q4: 18,777 shares; 2024Q1: 19,372 shares; 2024Q2: 18,188 shares 18,188 $1.81M 0.09% -1,184 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,456 shares; 2024Q1: 7,754 shares; 2024Q2: 7,889 shares 7,889 $1.78M 0.09% +135 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,407 shares; 2023Q2: 24,818 shares; 2023Q3: 25,459 shares; 2023Q4: 24,779 shares; 2024Q1: 26,361 shares; 2024Q2: 27,765 shares 27,765 $1.78M 0.09% +1,404 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,990 shares; 2023Q2: 11,005 shares; 2023Q3: 11,139 shares; 2023Q4: 11,191 shares; 2024Q1: 11,126 shares; 2024Q2: 11,325 shares 11,325 $1.76M 0.08% +199 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46,374 shares; 2023Q2: 46,374 shares; 2023Q3: 46,374 shares; 2023Q4: 44,526 shares; 2024Q1: 44,629 shares; 2024Q2: 44,629 shares 44,629 $1.76M 0.08% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,763 shares; 2023Q2: 18,434 shares; 2023Q3: 14,450 shares; 2023Q4: 16,917 shares; 2024Q1: 17,585 shares; 2024Q2: 16,723 shares 16,723 $1.74M 0.08% -862 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,877 shares; 2024Q1: 3,247 shares; 2024Q2: 3,196 shares 3,196 $1.73M 0.08% -51 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,690 shares; 2023Q2: 14,868 shares; 2023Q3: 14,973 shares; 2023Q4: 15,013 shares; 2024Q1: 15,326 shares; 2024Q2: 15,284 shares 15,284 $1.72M 0.08% -42 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,649 shares; 2024Q1: 1,662 shares; 2024Q2: 1,593 shares 1,593 $1.7M 0.08% -69 IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,840 shares; 2024Q1: 4,659 shares; 2024Q2: 4,660 shares 4,660 $1.7M 0.08% +1 Timeline BBCA 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,040 shares; 2023Q2: 17,277 shares; 2023Q3: 17,999 shares; 2023Q4: 19,272 shares; 2024Q1: 25,743 shares; 2024Q2: 25,743 shares 25,743 $1.67M 0.08% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,538 shares; 2023Q2: 15,225 shares; 2023Q3: 16,388 shares; 2023Q4: 16,418 shares; 2024Q1: 10,717 shares; 2024Q2: 10,760 shares 10,760 $1.67M 0.08% +43 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 42,376 shares; 2023Q2: 43,826 shares; 2023Q3: 44,131 shares; 2023Q4: 69,493 shares; 2024Q1: 46,838 shares; 2024Q2: 42,580 shares 42,580 $1.67M 0.08% -4,258 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,032 shares; 2024Q1: 8,537 shares; 2024Q2: 8,246 shares 8,246 $1.66M 0.08% -291 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,611 shares; 2024Q1: 5,714 shares; 2024Q2: 5,564 shares 5,564 $1.66M 0.08% -150 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,995 shares; 2024Q1: 2,191 shares; 2024Q2: 4,098 shares 4,098 $1.61M 0.08% +1,907 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 62,904 shares; 2023Q2: 62,904 shares; 2023Q3: 27,794 shares; 2023Q4: 27,791 shares; 2024Q1: not reported; 2024Q2: 27,791 shares 27,791 $1.6M 0.08% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,891 shares; 2024Q1: 3,575 shares; 2024Q2: 3,133 shares 3,133 $1.58M 0.08% -442 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,642 shares; 2024Q1: 7,202 shares; 2024Q2: 7,316 shares 7,316 $1.56M 0.08% +114 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,297 shares; 2024Q1: 23,975 shares; 2024Q2: 26,418 shares 26,418 $1.55M 0.07% +2,443 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,348 shares; 2024Q1: 3,293 shares; 2024Q2: 3,373 shares 3,373 $1.53M 0.07% +80 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,899 shares; 2024Q1: 6,211 shares; 2024Q2: 6,086 shares 6,086 $1.52M 0.07% -125 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,456 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,359 shares; 2024Q1: 9,874 shares; 2024Q2: 8,720 shares 8,720 $1.51M 0.07% -1,154 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34,152 shares; 2023Q2: 33,106 shares; 2023Q3: 33,161 shares; 2023Q4: 33,216 shares; 2024Q1: 33,273 shares; 2024Q2: 33,333 shares 33,333 $1.5M 0.07% +60 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,626 shares; 2023Q2: 22,224 shares; 2023Q3: 23,562 shares; 2023Q4: 22,094 shares; 2024Q1: 24,921 shares; 2024Q2: 25,167 shares 25,167 $1.49M 0.07% +246 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,986 shares; 2023Q2: 25,986 shares; 2023Q3: 25,986 shares; 2023Q4: 25,986 shares; 2024Q1: 25,986 shares; 2024Q2: 25,986 shares 25,986 $1.49M 0.07% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,690 shares; 2024Q1: 2,709 shares; 2024Q2: 2,616 shares 2,616 $1.47M 0.07% -93 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,598 shares; 2023Q2: 13,603 shares; 2023Q3: 10,305 shares; 2023Q4: 10,304 shares; 2024Q1: 10,250 shares; 2024Q2: 10,372 shares 10,372 $1.46M 0.07% +122 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 19,076 shares; 2024Q1: 19,076 shares; 2024Q2: 19,076 shares 19,076 $1.44M 0.07% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 59,277 shares; 2023Q2: 43,782 shares; 2023Q3: 73,302 shares; 2023Q4: 86,616 shares; 2024Q1: 75,861 shares; 2024Q2: 73,049 shares 73,049 $1.4M 0.07% -2,812 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,901 shares; 2024Q1: 3,256 shares; 2024Q2: 3,637 shares 3,637 $1.39M 0.07% +381 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,006 shares; 2024Q1: 3,006 shares; 2024Q2: 3,006 shares 3,006 $1.39M 0.07% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,885 shares; 2024Q1: 7,006 shares; 2024Q2: 6,654 shares 6,654 $1.38M 0.07% -352 Timeline SUPER MICRO COMPUTER INC 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 745 shares; 2024Q1: 1,273 shares; 2024Q2: 1,677 shares 1,677 $1.37M 0.07% +404 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 29,679 shares; 2023Q3: 29,813 shares; 2023Q4: 30,213 shares; 2024Q1: 29,728 shares; 2024Q2: 15,011 shares 15,011 $1.37M 0.07% -14,717 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,497 shares; 2023Q2: 22,716 shares; 2023Q3: 23,637 shares; 2023Q4: 22,072 shares; 2024Q1: 22,011 shares; 2024Q2: 21,308 shares 21,308 $1.35M 0.06% -703 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,942 shares; 2024Q1: 5,851 shares; 2024Q2: 5,900 shares 5,900 $1.35M 0.06% +49 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 49,255 shares; 2023Q4: 163,755 shares; 2024Q1: 193,150 shares; 2024Q2: 193,150 shares 193,150 $1.35M 0.06% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 25,505 shares; 2024Q2: 26,327 shares 26,327 $1.34M 0.06% +822 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,953 shares; 2024Q1: 9,126 shares; 2024Q2: 10,089 shares 10,089 $1.33M 0.06% +963 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,479 shares; 2024Q1: 2,833 shares; 2024Q2: 2,924 shares 2,924 $1.3M 0.06% +91 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 157,312 shares; 2023Q4: 148,062 shares; 2024Q1: 88,838 shares; 2024Q2: 88,838 shares 88,838 $1.25M 0.06% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,238 shares; 2023Q2: 11,113 shares; 2023Q3: not reported; 2023Q4: 9,598 shares; 2024Q1: 10,624 shares; 2024Q2: 12,290 shares 12,290 $1.23M 0.06% +1,666 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,136 shares; 2024Q1: 7,174 shares; 2024Q2: 6,930 shares 6,930 $1.22M 0.06% -244 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,262 shares; 2024Q1: 3,629 shares; 2024Q2: 3,636 shares 3,636 $1.2M 0.06% +7 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,584 shares; 2023Q2: 14,584 shares; 2023Q3: 14,584 shares; 2023Q4: 14,584 shares; 2024Q1: 14,584 shares; 2024Q2: 14,584 shares 14,584 $1.2M 0.06% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,510 shares; 2023Q2: 20,912 shares; 2023Q3: 24,698 shares; 2023Q4: 34,238 shares; 2024Q1: 20,453 shares; 2024Q2: 24,443 shares 24,443 $1.19M 0.06% +3,990 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 296 shares; 2024Q1: 292 shares; 2024Q2: 300 shares 300 $1.19M 0.06% +8 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,048 shares; 2023Q2: 17,416 shares; 2023Q3: 17,182 shares; 2023Q4: 18,311 shares; 2024Q1: 18,044 shares; 2024Q2: 17,301 shares 17,301 $1.19M 0.06% -743 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,058 shares; 2024Q1: 2,063 shares; 2024Q2: 2,026 shares 2,026 $1.18M 0.06% -37 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,613 shares; 2023Q2: 27,786 shares; 2023Q3: 28,179 shares; 2023Q4: 28,017 shares; 2024Q1: 28,367 shares; 2024Q2: 27,045 shares 27,045 $1.18M 0.06% -1,322 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 13,668 shares; 2023Q3: 13,841 shares; 2023Q4: 12,653 shares; 2024Q1: 12,653 shares; 2024Q2: 18,313 shares 18,313 $1.17M 0.06% +5,660 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,037 shares; 2024Q1: 2,021 shares; 2024Q2: 1,482 shares 1,482 $1.17M 0.06% -539 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 44,389 shares; 2024Q2: 44,389 shares 44,389 $1.15M 0.06% 0 Timeline EEMX 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 80,592 shares; 2023Q2: 93,673 shares; 2023Q3: 93,673 shares; 2023Q4: 75,773 shares; 2024Q1: 75,773 shares; 2024Q2: 35,614 shares 35,614 $1.15M 0.06% -40,159 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,686 shares; 2023Q2: 11,713 shares; 2023Q3: 11,713 shares; 2023Q4: 11,382 shares; 2024Q1: 11,418 shares; 2024Q2: 9,692 shares 9,692 $1.14M 0.05% -1,726 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,447 shares; 2023Q2: 17,561 shares; 2023Q3: 17,417 shares; 2023Q4: 17,119 shares; 2024Q1: 17,052 shares; 2024Q2: 17,052 shares 17,052 $1.14M 0.05% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 46,533 shares; 2023Q3: 58,109 shares; 2023Q4: 67,710 shares; 2024Q1: 96,734 shares; 2024Q2: 26,655 shares 26,655 $1.12M 0.05% -70,079 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 473,361 shares; 2023Q2: 473,361 shares; 2023Q3: 473,361 shares; 2023Q4: 473,361 shares; 2024Q1: 473,361 shares; 2024Q2: 473,361 shares 473,361 $1.12M 0.05% 0 Timeline BBAX 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,131 shares; 2023Q2: 21,751 shares; 2023Q3: 22,864 shares; 2023Q4: 22,864 shares; 2024Q1: 22,864 shares; 2024Q2: 22,864 shares 22,864 $1.11M 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,250 shares; 2023Q2: 36,575 shares; 2023Q3: 24,941 shares; 2023Q4: 23,243 shares; 2024Q1: 26,957 shares; 2024Q2: 26,476 shares 26,476 $1.09M 0.05% -481 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32,227 shares; 2023Q2: 33,991 shares; 2023Q3: 33,840 shares; 2023Q4: 35,436 shares; 2024Q1: 37,665 shares; 2024Q2: 36,396 shares 36,396 $1.08M 0.05% -1,269 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21,763 shares; 2024Q1: 22,872 shares; 2024Q2: 21,809 shares 21,809 $1.07M 0.05% -1,063 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,074 shares; 2024Q2: 5,592 shares 5,592 $1.07M 0.05% +4,518 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,418 shares; 2024Q1: 1,418 shares; 2024Q2: 1,359 shares 1,359 $1.07M 0.05% -59 AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,492 shares; 2024Q1: 2,506 shares; 2024Q2: 2,489 shares 2,489 $1.06M 0.05% -17 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,695 shares; 2023Q2: 22,896 shares; 2023Q3: 22,901 shares; 2023Q4: 22,867 shares; 2024Q1: 22,867 shares; 2024Q2: 24,083 shares 24,083 $1.06M 0.05% +1,216 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,753 shares; 2024Q2: 4,714 shares 4,714 $1.05M 0.05% -39 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,987 shares; 2024Q1: 3,053 shares; 2024Q2: 3,026 shares 3,026 $1.03M 0.05% -27 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,519 shares; 2024Q1: 2,556 shares; 2024Q2: 2,447 shares 2,447 $1.03M 0.05% -109 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,038 shares; 2024Q1: 5,136 shares; 2024Q2: 4,867 shares 4,867 $1.03M 0.05% -269 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,270 shares; 2024Q1: 1,289 shares; 2024Q2: 1,232 shares 1,232 $1.02M 0.05% -57 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,525 shares; 2024Q1: 8,944 shares; 2024Q2: 8,983 shares 8,983 $1.01M 0.05% +39 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52,163 shares; 2023Q2: 60,755 shares; 2023Q3: 36,742 shares; 2023Q4: 30,934 shares; 2024Q1: 27,135 shares; 2024Q2: 35,090 shares 35,090 $982K 0.05% +7,955 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 130,890 shares; 2024Q1: 162,620 shares; 2024Q2: 163,001 shares 163,001 $980K 0.05% +381 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,524 shares; 2024Q1: 2,563 shares; 2024Q2: 2,368 shares 2,368 $967K 0.05% -195 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,903 shares; 2024Q1: 6,300 shares; 2024Q2: 6,080 shares 6,080 $967K 0.05% -220 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,283 shares; 2023Q2: 16,816 shares; 2023Q3: 12,634 shares; 2023Q4: 12,916 shares; 2024Q1: 13,187 shares; 2024Q2: 13,059 shares 13,059 $962K 0.05% -128 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,160 shares; 2023Q2: 16,139 shares; 2023Q3: 11,855 shares; 2023Q4: 14,658 shares; 2024Q1: 15,079 shares; 2024Q2: 15,153 shares 15,153 $962K 0.05% +74 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 96,275 shares; 2023Q2: 99,168 shares; 2023Q3: 99,168 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 47,366 shares 47,366 $956K 0.05% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,489 shares; 2023Q2: 11,635 shares; 2023Q3: 11,687 shares; 2023Q4: 12,258 shares; 2024Q1: 11,374 shares; 2024Q2: 11,252 shares 11,252 $956K 0.05% -122 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,419 shares; 2024Q1: 6,447 shares; 2024Q2: 6,399 shares 6,399 $954K 0.05% -48 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,672 shares; 2024Q1: 3,239 shares; 2024Q2: 3,858 shares 3,858 $933K 0.04% +619 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,067 shares; 2024Q1: 2,530 shares; 2024Q2: 2,748 shares 2,748 $932K 0.04% +218 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,927 shares; 2023Q2: 13,436 shares; 2023Q3: 13,082 shares; 2023Q4: 13,056 shares; 2024Q1: 12,091 shares; 2024Q2: 12,876 shares 12,876 $929K 0.04% +785 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,806 shares; 2023Q2: 13,988 shares; 2023Q3: 14,224 shares; 2023Q4: 8,049 shares; 2024Q1: 7,853 shares; 2024Q2: 8,125 shares 8,125 $929K 0.04% +272 Timeline CONSOL ENERGY INC NEW CONSOL ENERGY INC NEW More: the full row for CONSOL ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,960 shares; 2024Q2: 8,960 shares 8,960 $914K 0.04% 0 DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 19,500 shares; 2023Q3: 19,500 shares; 2023Q4: 19,500 shares; 2024Q1: 19,500 shares; 2024Q2: 19,500 shares 19,500 $912K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,527 shares; 2024Q1: 2,521 shares; 2024Q2: 2,419 shares 2,419 $907K 0.04% -102 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,267 shares; 2024Q1: 4,397 shares; 2024Q2: 4,363 shares 4,363 $894K 0.04% -34 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,210 shares; 2024Q1: 4,636 shares; 2024Q2: 5,097 shares 5,097 $889K 0.04% +461 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,919 shares; 2023Q2: 16,057 shares; 2023Q3: 16,321 shares; 2023Q4: 16,581 shares; 2024Q1: 10,863 shares; 2024Q2: 11,737 shares 11,737 $888K 0.04% +874 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,717 shares 1,717 $887K 0.04% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,667 shares; 2024Q1: 2,697 shares; 2024Q2: 2,732 shares 2,732 $878K 0.04% +35 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,026 shares; 2024Q1: 3,052 shares; 2024Q2: 3,011 shares 3,011 $874K 0.04% -41 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 163,738 shares; 2023Q2: 163,258 shares; 2023Q3: 112,775 shares; 2023Q4: 89,946 shares; 2024Q1: 17,312 shares; 2024Q2: 17,260 shares 17,260 $868K 0.04% -52 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,490 shares; 2024Q1: 2,517 shares; 2024Q2: 4,303 shares 4,303 $862K 0.04% +1,786 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,456 shares; 2024Q1: 1,394 shares; 2024Q2: 1,326 shares 1,326 $858K 0.04% -68 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,152 shares; 2023Q2: 10,660 shares; 2023Q3: 10,315 shares; 2023Q4: 9,653 shares; 2024Q1: 11,177 shares; 2024Q2: 10,989 shares 10,989 $857K 0.04% -188 Timeline RNAC CARTESIAN THERAPEUTICS INC More: the full row for CARTESIAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 31,644 shares 31,644 $855K 0.04% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,960 shares; 2024Q1: 3,960 shares; 2024Q2: 3,960 shares 3,960 $851K 0.04% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,617 shares; 2024Q1: 7,241 shares; 2024Q2: 7,100 shares 7,100 $839K 0.04% -141 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,214 shares; 2024Q2: 8,900 shares 8,900 $833K 0.04% +1,686 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23,755 shares; 2023Q2: 31,020 shares; 2023Q3: 26,644 shares; 2023Q4: 32,510 shares; 2024Q1: 33,767 shares; 2024Q2: 26,802 shares 26,802 $830K 0.04% -6,965 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,569 shares; 2024Q1: 3,668 shares; 2024Q2: 3,477 shares 3,477 $829K 0.04% -191 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,406 shares; 2024Q1: 3,494 shares; 2024Q2: 3,221 shares 3,221 $824K 0.04% -273 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,459 shares; 2023Q2: 18,472 shares; 2023Q3: 18,228 shares; 2023Q4: 18,446 shares; 2024Q1: 18,438 shares; 2024Q2: 17,781 shares 17,781 $816K 0.04% -657 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23,855 shares 23,855 $814K 0.04% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,745 shares; 2024Q1: 8,746 shares; 2024Q2: 8,747 shares 8,747 $809K 0.04% +1 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 12,734 shares; 2023Q3: 11,113 shares; 2023Q4: 11,016 shares; 2024Q1: 11,018 shares; 2024Q2: 11,020 shares 11,020 $802K 0.04% +2 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,258 shares; 2024Q1: 8,284 shares; 2024Q2: 7,528 shares 7,528 $801K 0.04% -756 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,720 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,641 shares; 2024Q1: 5,799 shares; 2024Q2: 5,408 shares 5,408 $801K 0.04% -391 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,744 shares; 2024Q1: 3,525 shares; 2024Q2: 3,724 shares 3,724 $794K 0.04% +199 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,443 shares; 2023Q3: not reported; 2023Q4: 7,030 shares; 2024Q1: 7,062 shares; 2024Q2: 7,048 shares 7,048 $776K 0.04% -14 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,924 shares; 2024Q1: 7,230 shares; 2024Q2: 7,524 shares 7,524 $772K 0.04% +294 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 243 shares; 2024Q1: 241 shares; 2024Q2: 12,131 shares 12,131 $760K 0.04% +11,890 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,658 shares; 2024Q1: 3,442 shares; 2024Q2: 3,372 shares 3,372 $760K 0.04% -70 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 716 shares; 2024Q1: 746 shares; 2024Q2: 712 shares 712 $748K 0.04% -34 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,263 shares; 2024Q1: 7,299 shares; 2024Q2: 4,271 shares 4,271 $741K 0.04% -3,028 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,603 shares; 2024Q1: 4,904 shares; 2024Q2: 5,756 shares 5,756 $732K 0.04% +852 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,458 shares; 2024Q1: 1,504 shares; 2024Q2: 1,483 shares 1,483 $723K 0.03% -21 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52,840 shares; 2023Q2: 56,592 shares; 2023Q3: 57,133 shares; 2023Q4: 58,428 shares; 2024Q1: 58,265 shares; 2024Q2: 53,250 shares 53,250 $720K 0.03% -5,015 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 46,901 shares; 2024Q1: 32,512 shares; 2024Q2: 32,446 shares 32,446 $716K 0.03% -66 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 251 shares; 2024Q1: 257 shares; 2024Q2: 241 shares 241 $714K 0.03% -16 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,591 shares; 2023Q2: not reported; 2023Q3: 11,363 shares; 2023Q4: 11,628 shares; 2024Q1: 11,901 shares; 2024Q2: 12,293 shares 12,293 $713K 0.03% +392 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 45,827 shares; 2023Q4: 46,308 shares; 2024Q1: 30,728 shares; 2024Q2: 30,665 shares 30,665 $712K 0.03% -63 ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,959 shares; 2024Q1: 1,982 shares; 2024Q2: 2,025 shares 2,025 $710K 0.03% +43 IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23,428 shares; 2023Q4: 46,325 shares; 2024Q1: 31,389 shares; 2024Q2: 31,314 shares 31,314 $709K 0.03% -75 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,322 shares; 2024Q1: 4,455 shares; 2024Q2: 4,090 shares 4,090 $707K 0.03% -365 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 734 shares; 2024Q1: 711 shares; 2024Q2: 550 shares 550 $702K 0.03% -161 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39,834 shares; 2023Q2: 40,054 shares; 2023Q3: 40,054 shares; 2023Q4: 40,261 shares; 2024Q1: 40,261 shares; 2024Q2: 40,440 shares 40,440 $701K 0.03% +179 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,275 shares; 2024Q1: 2,212 shares; 2024Q2: 2,274 shares 2,274 $700K 0.03% +62 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,864 shares; 2024Q1: 10,148 shares; 2024Q2: 10,570 shares 10,570 $696K 0.03% +422 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,697 shares; 2023Q2: 13,037 shares; 2023Q3: 11,926 shares; 2023Q4: 11,878 shares; 2024Q1: 12,816 shares; 2024Q2: 12,575 shares 12,575 $691K 0.03% -241 NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,005 shares; 2023Q4: 10,642 shares; 2024Q1: 11,717 shares; 2024Q2: 7,003 shares 7,003 $677K 0.03% -4,714 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,479 shares; 2024Q1: 1,475 shares; 2024Q2: 1,529 shares 1,529 $667K 0.03% +54 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,267 shares; 2024Q1: 2,282 shares; 2024Q2: 2,204 shares 2,204 $664K 0.03% -78 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 17,056 shares; 2023Q3: 16,373 shares; 2023Q4: 4,804 shares; 2024Q1: 5,182 shares; 2024Q2: 4,810 shares 4,810 $658K 0.03% -372 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,460 shares; 2023Q2: 12,737 shares; 2023Q3: 13,048 shares; 2023Q4: 12,493 shares; 2024Q1: 12,917 shares; 2024Q2: 11,062 shares 11,062 $653K 0.03% -1,855 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,403 shares; 2024Q1: 5,790 shares; 2024Q2: 5,181 shares 5,181 $653K 0.03% -609 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,137 shares; 2023Q4: 26,956 shares; 2024Q1: 26,956 shares; 2024Q2: 26,956 shares 26,956 $645K 0.03% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,350 shares; 2024Q1: 5,665 shares; 2024Q2: 9,538 shares 9,538 $644K 0.03% +3,873 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,376 shares; 2024Q1: 6,379 shares; 2024Q2: 6,211 shares 6,211 $622K 0.03% -168 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 24,541 shares 24,541 $622K 0.03% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,010 shares; 2024Q1: 599 shares; 2024Q2: 585 shares 585 $618K 0.03% -14 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,830 shares; 2024Q1: 1,742 shares; 2024Q2: 1,866 shares 1,866 $614K 0.03% +124 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,944 shares; 2024Q1: 2,025 shares; 2024Q2: 2,055 shares 2,055 $603K 0.03% +30 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,078 shares; 2023Q2: 11,302 shares; 2023Q3: 11,274 shares; 2023Q4: 10,129 shares; 2024Q1: 11,096 shares; 2024Q2: 11,160 shares 11,160 $599K 0.03% +64 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,432 shares; 2024Q1: 4,543 shares; 2024Q2: 4,328 shares 4,328 $592K 0.03% -215 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,203 shares; 2024Q1: 2,204 shares; 2024Q2: 2,204 shares 2,204 $588K 0.03% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,227 shares; 2023Q2: 10,369 shares; 2023Q3: 10,440 shares; 2023Q4: 10,352 shares; 2024Q1: 10,268 shares; 2024Q2: 10,067 shares 10,067 $585K 0.03% -201 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 32,883 shares 32,883 $584K 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,812 shares; 2024Q1: 10,849 shares; 2024Q2: 11,931 shares 11,931 $580K 0.03% +1,082 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,413 shares; 2024Q1: 1,448 shares; 2024Q2: 1,498 shares 1,498 $580K 0.03% +50 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 64,955 shares; 2023Q2: 68,800 shares; 2023Q3: 69,597 shares; 2023Q4: 70,699 shares; 2024Q1: 61,498 shares; 2024Q2: 57,682 shares 57,682 $579K 0.03% -3,816 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40,000 shares; 2023Q2: 44,750 shares; 2023Q3: 44,750 shares; 2023Q4: 38,500 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares 12,000 $576K 0.03% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,593 shares; 2024Q1: 8,545 shares; 2024Q2: 7,678 shares 7,678 $576K 0.03% -867 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,925 shares; 2024Q1: 8,281 shares; 2024Q2: 8,414 shares 8,414 $568K 0.03% +133 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,442 shares; 2023Q2: 16,981 shares; 2023Q3: 16,339 shares; 2023Q4: 18,438 shares; 2024Q1: 16,855 shares; 2024Q2: 16,940 shares 16,940 $567K 0.03% +85 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,333 shares; 2024Q1: 1,124 shares; 2024Q2: 1,488 shares 1,488 $557K 0.03% +364 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,044 shares; 2024Q1: 3,964 shares; 2024Q2: 4,015 shares 4,015 $556K 0.03% +51 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,846 shares; 2024Q1: 3,934 shares; 2024Q2: 3,637 shares 3,637 $553K 0.03% -297 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 833 shares; 2024Q1: 872 shares; 2024Q2: 913 shares 913 $543K 0.03% +41 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 711 shares; 2024Q1: 755 shares; 2024Q2: 715 shares 715 $541K 0.03% -40 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23,944 shares; 2023Q2: 38,174 shares; 2023Q3: 38,280 shares; 2023Q4: 27,412 shares; 2024Q1: 14,073 shares; 2024Q2: 9,243 shares 9,243 $536K 0.03% -4,830 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,910 shares; 2024Q1: 2,910 shares; 2024Q2: 2,910 shares 2,910 $530K 0.03% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,810 shares; 2024Q1: 3,992 shares; 2024Q2: 4,033 shares 4,033 $528K 0.03% +41 STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,270 shares; 2024Q1: 2,209 shares; 2024Q2: 2,048 shares 2,048 $527K 0.03% -161 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,984 shares; 2024Q1: 5,151 shares; 2024Q2: 7,763 shares 7,763 $519K 0.02% +2,612 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,194 shares; 2024Q1: 6,553 shares; 2024Q2: 6,708 shares 6,708 $517K 0.02% +155 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,399 shares; 2024Q1: 1,340 shares; 2024Q2: 2,421 shares 2,421 $512K 0.02% +1,081 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,288 shares; 2023Q2: 10,417 shares; 2023Q3: not reported; 2023Q4: 9,663 shares; 2024Q1: 8,972 shares; 2024Q2: 8,939 shares 8,939 $510K 0.02% -33 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,092 shares; 2023Q2: 17,092 shares; 2023Q3: 17,092 shares; 2023Q4: 17,092 shares; 2024Q1: 17,166 shares; 2024Q2: 17,216 shares 17,216 $508K 0.02% +50 Timeline GNR 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,055 shares; 2024Q1: 9,055 shares; 2024Q2: 9,055 shares 9,055 $506K 0.02% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,781 shares; 2023Q2: 10,894 shares; 2023Q3: 14,809 shares; 2023Q4: 15,711 shares; 2024Q1: 16,658 shares; 2024Q2: 15,686 shares 15,686 $506K 0.02% -972 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,534 shares; 2024Q1: 6,219 shares; 2024Q2: 6,680 shares 6,680 $503K 0.02% +461 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,758 shares; 2024Q1: 6,093 shares; 2024Q2: 6,487 shares 6,487 $503K 0.02% +394 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,070 shares; 2023Q2: 10,673 shares; 2023Q3: 10,782 shares; 2023Q4: 10,641 shares; 2024Q1: 10,733 shares; 2024Q2: 10,043 shares 10,043 $501K 0.02% -690 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,797 shares; 2024Q1: 4,609 shares; 2024Q2: 3,852 shares 3,852 $496K 0.02% -757 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,345 shares; 2024Q1: 3,557 shares; 2024Q2: 4,259 shares 4,259 $494K 0.02% +702 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,977 shares; 2024Q1: 3,083 shares; 2024Q2: 3,075 shares 3,075 $494K 0.02% -8 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,610 shares; 2023Q2: 11,820 shares; 2023Q3: 11,190 shares; 2023Q4: 9,128 shares; 2024Q1: 9,700 shares; 2024Q2: 10,564 shares 10,564 $492K 0.02% +864 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,050 shares; 2024Q2: 5,600 shares 5,600 $490K 0.02% +550 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,976 shares; 2024Q1: 2,016 shares; 2024Q2: 1,891 shares 1,891 $488K 0.02% -125 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,840 shares; 2024Q2: 15,701 shares 15,701 $488K 0.02% +6,861 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,870 shares; 2024Q1: 4,930 shares; 2024Q2: 5,000 shares 5,000 $485K 0.02% +70 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,390 shares; 2024Q1: 2,333 shares; 2024Q2: 2,333 shares 2,333 $479K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,757 shares; 2023Q2: 24,527 shares; 2023Q3: 12,264 shares; 2023Q4: 13,878 shares; 2024Q1: 16,218 shares; 2024Q2: 16,218 shares 16,218 $479K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,083 shares; 2024Q1: 2,209 shares; 2024Q2: 2,224 shares 2,224 $478K 0.02% +15 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,923 shares; 2024Q1: 3,074 shares; 2024Q2: 3,165 shares 3,165 $474K 0.02% +91 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,078 shares; 2024Q1: 3,738 shares; 2024Q2: 3,991 shares 3,991 $474K 0.02% +253 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,262 shares; 2024Q1: 2,306 shares; 2024Q2: 2,328 shares 2,328 $473K 0.02% +22 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,132 shares; 2024Q1: 5,230 shares; 2024Q2: 4,490 shares 4,490 $473K 0.02% -740 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 557 shares; 2024Q1: 588 shares; 2024Q2: 521 shares 521 $470K 0.02% -67 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,562 shares; 2023Q2: not reported; 2023Q3: 10,275 shares; 2023Q4: 10,892 shares; 2024Q1: 10,962 shares; 2024Q2: 11,676 shares 11,676 $469K 0.02% +714 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,863 shares; 2024Q1: 5,670 shares; 2024Q2: 5,906 shares 5,906 $469K 0.02% +236 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,976 shares; 2024Q1: 2,930 shares; 2024Q2: 2,920 shares 2,920 $466K 0.02% -10 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,969 shares; 2024Q1: 9,923 shares; 2024Q2: 8,588 shares 8,588 $465K 0.02% -1,335 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,000 shares; 2023Q2: 14,000 shares; 2023Q3: 14,000 shares; 2023Q4: 14,000 shares; 2024Q1: 30,750 shares; 2024Q2: 22,250 shares 22,250 $464K 0.02% -8,500 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,555 shares; 2024Q1: 4,727 shares; 2024Q2: 4,467 shares 4,467 $460K 0.02% -260 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,727 shares; 2023Q2: 10,513 shares; 2023Q3: 10,819 shares; 2023Q4: 10,952 shares; 2024Q1: 11,267 shares; 2024Q2: 9,191 shares 9,191 $459K 0.02% -2,076 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,723 shares; 2024Q1: 5,181 shares; 2024Q2: 5,116 shares 5,116 $456K 0.02% -65 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,099 shares; 2024Q1: 2,145 shares; 2024Q2: 1,839 shares 1,839 $455K 0.02% -306 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,991 shares; 2024Q1: 2,938 shares; 2024Q2: 2,984 shares 2,984 $452K 0.02% +46 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,680 shares; 2024Q1: 6,878 shares; 2024Q2: 6,639 shares 6,639 $451K 0.02% -239 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,719 shares; 2023Q2: 15,245 shares; 2023Q3: 17,970 shares; 2023Q4: 26,886 shares; 2024Q1: 25,072 shares; 2024Q2: 19,921 shares 19,921 $450K 0.02% -5,151 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,857 shares; 2024Q1: 3,202 shares; 2024Q2: 4,216 shares 4,216 $449K 0.02% +1,014 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,294 shares; 2024Q1: 3,228 shares; 2024Q2: 3,179 shares 3,179 $449K 0.02% -49 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,137 shares 5,137 $445K 0.02% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,767 shares; 2024Q1: 8,767 shares; 2024Q2: 8,767 shares 8,767 $439K 0.02% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,313 shares; 2024Q1: 2,276 shares; 2024Q2: 2,514 shares 2,514 $432K 0.02% +238 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,692 shares; 2024Q1: 6,849 shares; 2024Q2: 6,870 shares 6,870 $432K 0.02% +21 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,044 shares; 2024Q1: 4,273 shares; 2024Q2: 4,232 shares 4,232 $427K 0.02% -41 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,714 shares; 2024Q1: 1,788 shares; 2024Q2: 1,784 shares 1,784 $426K 0.02% -4 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,471 shares; 2023Q2: 41,835 shares; 2023Q3: 39,954 shares; 2023Q4: 39,316 shares; 2024Q1: 41,111 shares; 2024Q2: 39,625 shares 39,625 $424K 0.02% -1,486 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,057 shares; 2024Q1: 3,145 shares; 2024Q2: 2,705 shares 2,705 $424K 0.02% -440 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,716 shares; 2024Q1: 3,711 shares; 2024Q2: 3,618 shares 3,618 $424K 0.02% -93 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,846 shares; 2024Q1: 3,935 shares; 2024Q2: 4,057 shares 4,057 $423K 0.02% +122 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,784 shares; 2023Q3: 11,763 shares; 2023Q4: 13,670 shares; 2024Q1: 14,431 shares; 2024Q2: 14,431 shares 14,431 $418K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,745 shares; 2024Q1: 1,789 shares; 2024Q2: 1,785 shares 1,785 $417K 0.02% -4 Timeline SOURCE CAPITAL COM SHS OF B… SOURCE CAPITAL COM SHS OF BEN I More: the full row for SOURCE CAPITAL COM SHS OF BEN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,420 shares 9,420 $417K 0.02% new BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,856 shares; 2023Q2: 14,346 shares; 2023Q3: 13,343 shares; 2023Q4: 14,607 shares; 2024Q1: 13,530 shares; 2024Q2: 9,997 shares 9,997 $415K 0.02% -3,533 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,159 shares; 2024Q1: 3,174 shares; 2024Q2: 3,201 shares 3,201 $415K 0.02% +27 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,056 shares; 2024Q1: 14,308 shares; 2024Q2: 14,308 shares 14,308 $415K 0.02% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,906 shares; 2024Q1: 2,021 shares; 2024Q2: 2,067 shares 2,067 $414K 0.02% +46 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,701 shares; 2024Q1: 4,681 shares; 2024Q2: 5,523 shares 5,523 $409K 0.02% +842 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 287 shares; 2024Q1: 313 shares; 2024Q2: 293 shares 293 $409K 0.02% -20 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,389 shares; 2024Q1: 4,565 shares; 2024Q2: 4,391 shares 4,391 $409K 0.02% -174 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 12,500 shares; 2023Q4: 12,500 shares; 2024Q1: 11,500 shares; 2024Q2: 13,500 shares 13,500 $405K 0.02% +2,000 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,861 shares 4,861 $405K 0.02% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,923 shares; 2023Q2: 18,923 shares; 2023Q3: 20,392 shares; 2023Q4: 24,818 shares; 2024Q1: 24,818 shares; 2024Q2: 24,818 shares 24,818 $403K 0.02% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,114 shares; 2024Q1: 2,086 shares; 2024Q2: 2,047 shares 2,047 $398K 0.02% -39 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,509 shares; 2024Q1: 1,595 shares; 2024Q2: 1,637 shares 1,637 $398K 0.02% +42 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,996 shares; 2024Q1: 2,044 shares; 2024Q2: 2,163 shares 2,163 $398K 0.02% +119 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,411 shares; 2024Q1: 2,896 shares; 2024Q2: 3,153 shares 3,153 $397K 0.02% +257 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,541 shares; 2024Q2: 4,575 shares 4,575 $396K 0.02% +1,034 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,747 shares; 2024Q1: 2,808 shares; 2024Q2: 2,991 shares 2,991 $396K 0.02% +183 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,206 shares; 2023Q2: 29,799 shares; 2023Q3: 28,061 shares; 2023Q4: 27,323 shares; 2024Q1: 30,730 shares; 2024Q2: 31,439 shares 31,439 $394K 0.02% +709 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,845 shares; 2024Q1: 5,991 shares; 2024Q2: 5,058 shares 5,058 $394K 0.02% -933 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,779 shares; 2024Q1: 6,779 shares; 2024Q2: 4,883 shares 4,883 $390K 0.02% -1,896 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,322 shares; 2024Q1: 4,243 shares; 2024Q2: 4,256 shares 4,256 $389K 0.02% +13 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,296 shares; 2024Q1: 3,416 shares; 2024Q2: 3,384 shares 3,384 $384K 0.02% -32 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,158 shares; 2024Q1: 2,782 shares; 2024Q2: 2,798 shares 2,798 $380K 0.02% +16 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,467 shares; 2023Q2: 17,060 shares; 2023Q3: 17,223 shares; 2023Q4: 18,121 shares; 2024Q1: 18,604 shares; 2024Q2: 18,462 shares 18,462 $374K 0.02% -142 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,490 shares; 2024Q2: 6,490 shares 6,490 $374K 0.02% 0 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,662 shares; 2024Q1: 4,360 shares; 2024Q2: 3,863 shares 3,863 $374K 0.02% -497 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,176 shares 2,176 $373K 0.02% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,278 shares; 2023Q2: 11,704 shares; 2023Q3: 11,972 shares; 2023Q4: 12,611 shares; 2024Q1: 12,249 shares; 2024Q2: 11,005 shares 11,005 $372K 0.02% -1,244 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,812 shares; 2024Q2: 2,738 shares 2,738 $370K 0.02% -74 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,052 shares; 2024Q2: 2,025 shares 2,025 $369K 0.02% -27 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,394 shares; 2024Q1: 1,339 shares; 2024Q2: 1,436 shares 1,436 $365K 0.02% +97 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,776 shares; 2024Q1: 3,792 shares; 2024Q2: 3,772 shares 3,772 $365K 0.02% -20 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,827 shares; 2024Q1: 2,835 shares; 2024Q2: 2,876 shares 2,876 $362K 0.02% +41 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,389 shares; 2024Q1: 2,430 shares; 2024Q2: 2,483 shares 2,483 $361K 0.02% +53 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,291 shares; 2024Q1: 1,329 shares; 2024Q2: 1,310 shares 1,310 $360K 0.02% -19 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,863 shares; 2024Q2: 3,815 shares 3,815 $358K 0.02% +952 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,272 shares; 2024Q1: 3,481 shares; 2024Q2: 3,364 shares 3,364 $356K 0.02% -117 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,190 shares; 2024Q1: 5,401 shares; 2024Q2: 5,873 shares 5,873 $354K 0.02% +472 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 22,500 shares; 2024Q1: 22,500 shares; 2024Q2: 22,500 shares 22,500 $354K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,494 shares; 2024Q1: 3,573 shares; 2024Q2: 3,831 shares 3,831 $354K 0.02% +258 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,355 shares; 2024Q1: 1,306 shares; 2024Q2: 1,276 shares 1,276 $353K 0.02% -30 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,826 shares; 2024Q1: 1,796 shares; 2024Q2: 1,607 shares 1,607 $353K 0.02% -189 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,498 shares; 2024Q1: 3,640 shares; 2024Q2: 4,008 shares 4,008 $352K 0.02% +368 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,583 shares; 2023Q2: 11,561 shares; 2023Q3: 11,150 shares; 2023Q4: 5,963 shares; 2024Q1: 7,196 shares; 2024Q2: 7,358 shares 7,358 $349K 0.02% +162 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,125 shares; 2023Q2: 13,854 shares; 2023Q3: 11,239 shares; 2023Q4: 8,469 shares; 2024Q1: 8,469 shares; 2024Q2: 8,469 shares 8,469 $348K 0.02% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,341 shares; 2024Q1: 2,341 shares; 2024Q2: 2,385 shares 2,385 $348K 0.02% +44 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,003 shares; 2023Q2: 26,989 shares; 2023Q3: 25,951 shares; 2023Q4: 25,514 shares; 2024Q1: 25,700 shares; 2024Q2: 12,122 shares 12,122 $348K 0.02% -13,578 BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,503 shares; 2023Q2: 10,696 shares; 2023Q3: 10,216 shares; 2023Q4: 10,139 shares; 2024Q1: 9,311 shares; 2024Q2: 9,520 shares 9,520 $344K 0.02% +209 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,469 shares; 2024Q1: 2,814 shares; 2024Q2: 2,850 shares 2,850 $338K 0.02% +36 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,076 shares; 2024Q1: 2,078 shares; 2024Q2: 1,912 shares 1,912 $338K 0.02% -166 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,232 shares; 2024Q1: 3,231 shares; 2024Q2: 3,131 shares 3,131 $337K 0.02% -100 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,263 shares; 2024Q1: 1,325 shares; 2024Q2: 1,384 shares 1,384 $336K 0.02% +59 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,608 shares; 2024Q1: 4,587 shares; 2024Q2: 4,507 shares 4,507 $335K 0.02% -80 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 493 shares; 2024Q1: 515 shares; 2024Q2: 477 shares 477 $334K 0.02% -38 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,771 shares; 2024Q1: 6,759 shares; 2024Q2: 6,759 shares 6,759 $333K 0.02% 0 Timeline James Hardie Industries PLC James Hardie Industries PLC More: the full row for James Hardie Industries PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,542 shares; 2023Q2: 11,500 shares; 2023Q3: 11,686 shares; 2023Q4: 11,094 shares; 2024Q1: 11,141 shares; 2024Q2: 10,547 shares 10,547 $333K 0.02% -594 IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,896 shares; 2023Q2: 14,437 shares; 2023Q3: 15,206 shares; 2023Q4: 12,323 shares; 2024Q1: 12,806 shares; 2024Q2: 11,513 shares 11,513 $332K 0.02% -1,293 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,949 shares; 2024Q1: 4,069 shares; 2024Q2: 3,707 shares 3,707 $332K 0.02% -362 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,591 shares; 2024Q1: 4,777 shares; 2024Q2: 4,549 shares 4,549 $331K 0.02% -228 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,424 shares; 2024Q1: 1,517 shares; 2024Q2: 1,512 shares 1,512 $331K 0.02% -5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,305 shares; 2023Q2: 13,970 shares; 2023Q3: not reported; 2023Q4: 3,173 shares; 2024Q1: 3,365 shares; 2024Q2: 3,379 shares 3,379 $330K 0.02% +14 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,638 shares; 2023Q4: 9,913 shares; 2024Q1: 8,483 shares; 2024Q2: 9,538 shares 9,538 $330K 0.02% +1,055 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,763 shares; 2023Q2: 11,761 shares; 2023Q3: 10,182 shares; 2023Q4: 8,188 shares; 2024Q1: 8,299 shares; 2024Q2: 8,418 shares 8,418 $327K 0.02% +119 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,020 shares; 2024Q1: 13,020 shares; 2024Q2: 13,020 shares 13,020 $327K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,016 shares; 2024Q1: 3,884 shares; 2024Q2: 4,049 shares 4,049 $326K 0.02% +165 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,940 shares; 2024Q1: 4,716 shares; 2024Q2: 4,938 shares 4,938 $326K 0.02% +222 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,486 shares; 2024Q1: 7,174 shares; 2024Q2: 6,704 shares 6,704 $325K 0.02% -470 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,880 shares; 2024Q1: 3,874 shares; 2024Q2: 4,233 shares 4,233 $325K 0.02% +359 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,570 shares; 2024Q1: 1,592 shares; 2024Q2: 1,481 shares 1,481 $323K 0.02% -111 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,688 shares; 2024Q1: 8,132 shares; 2024Q2: 2,417 shares 2,417 $320K 0.02% -5,715 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,659 shares; 2024Q1: 4,815 shares; 2024Q2: 4,539 shares 4,539 $319K 0.02% -276 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,342 shares; 2024Q1: 5,461 shares; 2024Q2: 5,028 shares 5,028 $318K 0.02% -433 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,951 shares; 2024Q1: 3,005 shares; 2024Q2: 2,854 shares 2,854 $318K 0.02% -151 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,209 shares; 2024Q1: 5,092 shares; 2024Q2: 4,776 shares 4,776 $317K 0.02% -316 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,305 shares 4,305 $316K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,759 shares; 2024Q1: 4,887 shares; 2024Q2: 4,938 shares 4,938 $312K 0.02% +51 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,345 shares; 2024Q1: 4,378 shares; 2024Q2: 4,235 shares 4,235 $312K 0.02% -143 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,335 shares; 2024Q1: 2,527 shares; 2024Q2: 2,061 shares 2,061 $310K 0.01% -466 RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,677 shares; 2024Q1: not reported; 2024Q2: 1,887 shares 1,887 $310K 0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,995 shares; 2024Q1: 7,237 shares; 2024Q2: 7,237 shares 7,237 $308K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,047 shares; 2024Q1: 1,127 shares; 2024Q2: 1,139 shares 1,139 $307K 0.01% +12 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,067 shares; 2024Q1: 5,184 shares; 2024Q2: 5,401 shares 5,401 $306K 0.01% +217 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,179 shares; 2024Q1: 6,809 shares; 2024Q2: 7,246 shares 7,246 $303K 0.01% +437 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,700 shares; 2024Q1: 7,549 shares; 2024Q2: 7,549 shares 7,549 $303K 0.01% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,076 shares; 2024Q1: 4,076 shares; 2024Q2: 4,076 shares 4,076 $301K 0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,127 shares; 2024Q1: 1,072 shares; 2024Q2: 1,004 shares 1,004 $300K 0.01% -68 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 971 shares; 2024Q1: 1,039 shares; 2024Q2: 1,104 shares 1,104 $298K 0.01% +65 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,577 shares; 2024Q1: 8,163 shares; 2024Q2: 7,556 shares 7,556 $297K 0.01% -607 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,169 shares; 2023Q2: 15,800 shares; 2023Q3: 14,727 shares; 2023Q4: 16,104 shares; 2024Q1: 17,937 shares; 2024Q2: 17,354 shares 17,354 $297K 0.01% -583 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,757 shares; 2024Q2: 6,371 shares 6,371 $296K 0.01% +614 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,025 shares; 2024Q1: 2,948 shares; 2024Q2: 2,995 shares 2,995 $295K 0.01% +47 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,252 shares; 2024Q1: 2,212 shares; 2024Q2: 2,172 shares 2,172 $293K 0.01% -40 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 979 shares; 2024Q1: 1,105 shares; 2024Q2: 1,083 shares 1,083 $293K 0.01% -22 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,226 shares; 2024Q1: 2,578 shares; 2024Q2: 2,846 shares 2,846 $291K 0.01% +268 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,551 shares; 2023Q2: 29,770 shares; 2023Q3: 27,518 shares; 2023Q4: 27,518 shares; 2024Q1: 27,459 shares; 2024Q2: 26,246 shares 26,246 $287K 0.01% -1,213 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,284 shares; 2023Q2: 10,967 shares; 2023Q3: 10,754 shares; 2023Q4: 10,829 shares; 2024Q1: 10,433 shares; 2024Q2: 10,658 shares 10,658 $284K 0.01% +225 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,796 shares; 2024Q1: 3,942 shares; 2024Q2: 3,607 shares 3,607 $283K 0.01% -335 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 623 shares; 2024Q1: 637 shares; 2024Q2: 629 shares 629 $282K 0.01% -8 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,023 shares; 2024Q1: 3,166 shares; 2024Q2: 3,124 shares 3,124 $282K 0.01% -42 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,891 shares 2,891 $282K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,509 shares; 2024Q1: 4,527 shares; 2024Q2: 4,698 shares 4,698 $281K 0.01% +171 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,572 shares; 2024Q1: 7,737 shares; 2024Q2: 7,191 shares 7,191 $280K 0.01% -546 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,185 shares; 2024Q1: 2,217 shares; 2024Q2: 2,247 shares 2,247 $278K 0.01% +30 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,813 shares; 2024Q1: 1,971 shares; 2024Q2: 1,987 shares 1,987 $277K 0.01% +16 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,671 shares; 2024Q1: 1,709 shares; 2024Q2: 1,661 shares 1,661 $277K 0.01% -48 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 746 shares; 2024Q1: 793 shares; 2024Q2: 849 shares 849 $273K 0.01% +56 SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 981 shares; 2024Q1: 1,096 shares; 2024Q2: 1,042 shares 1,042 $272K 0.01% -54 Timeline FERGUSON PLC FERGUSON PLC More: the full row for FERGUSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,474 shares; 2024Q1: 1,436 shares; 2024Q2: 1,394 shares 1,394 $271K 0.01% -42 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,689 shares; 2024Q1: 2,773 shares; 2024Q2: 2,606 shares 2,606 $270K 0.01% -167 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 911 shares; 2024Q1: 1,006 shares; 2024Q2: 1,038 shares 1,038 $269K 0.01% +32 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,250 shares; 2023Q4: 24,685 shares; 2024Q1: 16,554 shares; 2024Q2: 14,756 shares 14,756 $268K 0.01% -1,798 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,957 shares; 2024Q1: 5,661 shares; 2024Q2: 5,463 shares 5,463 $268K 0.01% -198 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,919 shares; 2024Q1: 3,919 shares; 2024Q2: 3,919 shares 3,919 $267K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,660 shares; 2024Q1: 1,663 shares; 2024Q2: 1,684 shares 1,684 $267K 0.01% +21 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,368 shares; 2024Q1: 2,368 shares; 2024Q2: 2,368 shares 2,368 $265K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 532 shares; 2024Q1: 449 shares; 2024Q2: 484 shares 484 $262K 0.01% +35 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,479 shares; 2024Q2: 1,477 shares 1,477 $262K 0.01% -2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,133 shares; 2024Q1: 1,102 shares; 2024Q2: 1,161 shares 1,161 $261K 0.01% +59 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,557 shares; 2024Q1: 6,625 shares; 2024Q2: 6,988 shares 6,988 $257K 0.01% +363 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,750 shares; 2024Q1: 1,688 shares; 2024Q2: 1,688 shares 1,688 $257K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,569 shares; 2024Q1: 3,843 shares; 2024Q2: 4,866 shares 4,866 $257K 0.01% +1,023 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 799 shares; 2024Q1: 792 shares; 2024Q2: 773 shares 773 $255K 0.01% -19 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,112 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,803 shares; 2024Q1: 7,124 shares; 2024Q2: 7,731 shares 7,731 $253K 0.01% +607 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,790 shares 4,790 $251K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,398 shares; 2024Q1: 1,747 shares; 2024Q2: 1,433 shares 1,433 $251K 0.01% -314 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,830 shares; 2024Q1: 6,830 shares; 2024Q2: 6,830 shares 6,830 $250K 0.01% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 38,583 shares; 2023Q2: 38,549 shares; 2023Q3: 42,838 shares; 2023Q4: 31,493 shares; 2024Q1: 31,417 shares; 2024Q2: 31,151 shares 31,151 $250K 0.01% -266 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,737 shares; 2024Q1: 3,750 shares; 2024Q2: 3,747 shares 3,747 $250K 0.01% -3 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,567 shares; 2024Q2: 2,603 shares 2,603 $249K 0.01% +36 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,839 shares; 2024Q1: 7,987 shares; 2024Q2: 8,731 shares 8,731 $248K 0.01% +744 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,320 shares; 2024Q1: 6,783 shares; 2024Q2: 7,382 shares 7,382 $248K 0.01% +599 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,246 shares; 2024Q1: 3,355 shares; 2024Q2: 3,312 shares 3,312 $245K 0.01% -43 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 760 shares; 2024Q1: 853 shares; 2024Q2: 851 shares 851 $245K 0.01% -2 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,054 shares; 2024Q2: 2,054 shares 2,054 $243K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,980 shares; 2024Q1: 1,898 shares; 2024Q2: 1,728 shares 1,728 $241K 0.01% -170 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,700 shares; 2024Q1: 1,781 shares; 2024Q2: 1,729 shares 1,729 $241K 0.01% -52 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,245 shares; 2024Q2: 6,245 shares 6,245 $240K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,250 shares; 2024Q1: 2,221 shares; 2024Q2: 2,239 shares 2,239 $239K 0.01% +18 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,752 shares; 2024Q1: 1,632 shares; 2024Q2: 1,747 shares 1,747 $238K 0.01% +115 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,047 shares; 2024Q1: 1,069 shares; 2024Q2: 987 shares 987 $238K 0.01% -82 Timeline