JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,531,748 shares; 2025Q2: 2,726,103 shares 2,726,103 $135M 7.01% +194,355 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783,997 shares; 2024Q4: 919,231 shares; 2025Q1: 1,080,282 shares; 2025Q2: 1,201,517 shares 1,201,517 $100M 5.19% +121,235 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,954 shares; 2024Q4: 500,918 shares; 2025Q1: 546,080 shares; 2025Q2: 554,838 shares 554,838 $87.7M 4.54% +8,758 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,970 shares; 2024Q4: 147,421 shares; 2025Q1: 148,517 shares; 2025Q2: 157,862 shares 157,862 $78.5M 4.07% +9,345 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909,209 shares; 2024Q4: 989,624 shares; 2025Q1: 1,114,344 shares; 2025Q2: 1,207,062 shares 1,207,062 $72.5M 3.75% +92,718 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,416 shares; 2024Q4: 323,157 shares; 2025Q1: 336,387 shares; 2025Q2: 328,348 shares 328,348 $67.4M 3.49% -8,039 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061,538 shares; 2024Q4: 1,032,252 shares; 2025Q1: 1,017,938 shares; 2025Q2: 986,101 shares 986,101 $56.2M 2.91% -31,837 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,705,515 shares; 2025Q2: 1,910,061 shares 1,910,061 $45.6M 2.36% +204,546 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,654 shares; 2024Q4: 729,081 shares; 2025Q1: 749,885 shares; 2025Q2: 808,279 shares 808,279 $42.6M 2.21% +58,394 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,860 shares; 2024Q4: 170,356 shares; 2025Q1: 180,457 shares; 2025Q2: 187,213 shares 187,213 $41.1M 2.13% +6,756 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,593,429 shares 1,593,429 $38.7M 2% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,135 shares; 2024Q4: 39,326 shares; 2025Q1: 43,021 shares; 2025Q2: 46,331 shares 46,331 $34.2M 1.77% +3,310 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929,931 shares; 2024Q4: 902,297 shares; 2025Q1: 872,301 shares; 2025Q2: 821,016 shares 821,016 $33.2M 1.72% -51,285 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,561 shares; 2024Q4: 90,621 shares; 2025Q1: 98,120 shares; 2025Q2: 105,460 shares 105,460 $29.1M 1.51% +7,340 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 563,374 shares 563,374 $26.5M 1.37% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 331,656 shares 331,656 $25.7M 1.33% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,657 shares; 2024Q4: 184,937 shares; 2025Q1: 228,176 shares; 2025Q2: 238,041 shares 238,041 $24M 1.24% +9,865 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,979 shares; 2024Q4: 583,833 shares; 2025Q1: 568,742 shares; 2025Q2: 548,067 shares 548,067 $23.4M 1.21% -20,675 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,777 shares; 2024Q4: 67,066 shares; 2025Q1: 69,921 shares; 2025Q2: 73,317 shares 73,317 $21.3M 1.1% +3,396 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,326 shares; 2024Q4: 108,267 shares; 2025Q1: 112,999 shares; 2025Q2: 114,040 shares 114,040 $20.1M 1.04% +1,041 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,325 shares; 2024Q4: 95,258 shares; 2025Q1: 102,944 shares; 2025Q2: 105,566 shares 105,566 $18.7M 0.97% +2,622 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,973 shares; 2024Q4: 103,792 shares; 2025Q1: 116,264 shares; 2025Q2: 395,980 shares 395,980 $18.5M 0.96% +279,716 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,350 shares; 2024Q4: 30,341 shares; 2025Q1: 32,506 shares; 2025Q2: 32,740 shares 32,740 $15.9M 0.82% +234 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,794 shares; 2024Q4: 45,969 shares; 2025Q1: 47,127 shares; 2025Q2: 49,269 shares 49,269 $15.7M 0.81% +2,142 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,066 shares; 2024Q4: 332,165 shares; 2025Q1: 329,016 shares; 2025Q2: 314,314 shares 314,314 $15.5M 0.8% -14,702 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,211 shares; 2024Q4: 9,917 shares; 2025Q1: 10,500 shares; 2025Q2: 11,126 shares 11,126 $14.9M 0.77% +626 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,761 shares; 2024Q4: 16,302 shares; 2025Q1: 16,948 shares; 2025Q2: 17,227 shares 17,227 $13.4M 0.7% +279 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,503 shares; 2024Q4: 138,696 shares; 2025Q1: 149,557 shares; 2025Q2: 157,709 shares 157,709 $12.6M 0.65% +8,152 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,087 shares; 2024Q4: 28,799 shares; 2025Q1: 31,741 shares; 2025Q2: 35,487 shares 35,487 $12.6M 0.65% +3,746 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,835 shares; 2024Q4: 283,405 shares; 2025Q1: 305,117 shares; 2025Q2: 314,135 shares 314,135 $10.8M 0.56% +9,018 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,918 shares; 2024Q4: 16,166 shares; 2025Q1: 17,442 shares; 2025Q2: 19,025 shares 19,025 $10.7M 0.55% +1,583 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,977 shares; 2024Q4: 89,519 shares; 2025Q1: 94,372 shares; 2025Q2: 96,305 shares 96,305 $10.4M 0.54% +1,933 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,124 shares; 2024Q4: 72,033 shares; 2025Q1: 70,833 shares; 2025Q2: 75,535 shares 75,535 $10.3M 0.53% +4,702 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,492 shares; 2024Q4: 60,488 shares; 2025Q1: 62,559 shares; 2025Q2: 61,813 shares 61,813 $9.85M 0.51% -746 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,131 shares; 2024Q4: 8,380 shares; 2025Q1: 9,056 shares; 2025Q2: 9,885 shares 9,885 $9.79M 0.51% +829 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,870 shares; 2024Q4: 85,118 shares; 2025Q1: 90,622 shares; 2025Q2: 98,623 shares 98,623 $9.64M 0.5% +8,001 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,521 shares; 2024Q4: 23,566 shares; 2025Q1: 23,359 shares; 2025Q2: 24,919 shares 24,919 $9.14M 0.47% +1,560 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,122 shares; 2024Q4: 38,984 shares; 2025Q1: 43,359 shares; 2025Q2: 44,870 shares 44,870 $8.33M 0.43% +1,511 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,097 shares; 2024Q4: 36,607 shares; 2025Q1: 36,432 shares; 2025Q2: 37,762 shares 37,762 $8.26M 0.43% +1,330 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,477 shares; 2024Q4: 37,359 shares; 2025Q1: 44,394 shares; 2025Q2: 46,214 shares 46,214 $7.06M 0.37% +1,820 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,466 shares; 2024Q4: 21,653 shares; 2025Q1: 25,104 shares; 2025Q2: 25,858 shares 25,858 $6.66M 0.34% +754 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,849 shares; 2024Q4: 17,514 shares; 2025Q1: 19,909 shares; 2025Q2: 21,013 shares 21,013 $6.19M 0.32% +1,104 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,354 shares; 2024Q4: 68,842 shares; 2025Q1: 78,350 shares; 2025Q2: 86,163 shares 86,163 $6.1M 0.32% +7,813 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,669 shares; 2025Q1: 7,928 shares; 2025Q2: 8,499 shares 8,499 $6.01M 0.31% +571 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,395 shares; 2024Q4: 18,022 shares; 2025Q1: 19,577 shares; 2025Q2: 20,523 shares 20,523 $6M 0.31% +946 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,753 shares; 2024Q4: 26,322 shares; 2025Q1: 29,560 shares; 2025Q2: 32,445 shares 32,445 $5.91M 0.31% +2,885 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,273 shares; 2024Q4: 4,319 shares; 2025Q1: 5,449 shares; 2025Q2: 5,626 shares 5,626 $5.78M 0.3% +177 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,189 shares; 2024Q4: 117,075 shares; 2025Q1: 118,096 shares; 2025Q2: 120,106 shares 120,106 $5.68M 0.29% +2,010 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,539 shares; 2024Q4: 64,991 shares; 2025Q1: 73,251 shares; 2025Q2: 81,377 shares 81,377 $5.65M 0.29% +8,126 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,984 shares; 2024Q4: 195,954 shares; 2025Q1: 214,739 shares; 2025Q2: 213,419 shares 213,419 $5.4M 0.28% -1,320 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,870 shares; 2024Q4: 40,570 shares; 2025Q1: 43,735 shares; 2025Q2: 48,184 shares 48,184 $5.4M 0.28% +4,449 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,075 shares; 2024Q4: 19,879 shares; 2025Q1: 22,216 shares; 2025Q2: 22,533 shares 22,533 $5.34M 0.28% +317 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,473 shares; 2024Q4: 13,734 shares; 2025Q1: 14,477 shares; 2025Q2: 14,940 shares 14,940 $5.33M 0.28% +463 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,998 shares; 2024Q4: 61,516 shares; 2025Q1: 64,903 shares; 2025Q2: 65,820 shares 65,820 $5.27M 0.27% +917 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 6,004 shares; 2025Q1: 6,189 shares; 2025Q2: 6,675 shares 6,675 $5.26M 0.27% +486 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 8,609 shares; 2025Q1: 9,985 shares; 2025Q2: 10,850 shares 10,850 $5.09M 0.26% +865 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,991 shares; 2024Q4: 12,345 shares; 2025Q1: 12,208 shares; 2025Q2: 12,574 shares 12,574 $4.88M 0.25% +366 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,292 shares; 2024Q4: 27,794 shares; 2025Q1: 30,943 shares; 2025Q2: 35,497 shares 35,497 $4.83M 0.25% +4,554 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,499 shares; 2024Q4: 13,547 shares; 2025Q1: 13,775 shares; 2025Q2: 14,960 shares 14,960 $4.77M 0.25% +1,185 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,935 shares; 2024Q4: 17,167 shares; 2025Q1: 17,820 shares; 2025Q2: 17,125 shares 17,125 $4.67M 0.24% -695 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,284 shares; 2024Q4: 12,617 shares; 2025Q1: 13,123 shares; 2025Q2: 21,899 shares 21,899 $4.66M 0.24% +8,776 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,386 shares; 2024Q4: 7,750 shares; 2025Q1: 8,081 shares; 2025Q2: 8,517 shares 8,517 $4.63M 0.24% +436 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,990 shares; 2024Q4: 129,123 shares; 2025Q1: 140,641 shares; 2025Q2: 153,814 shares 153,814 $4.45M 0.23% +13,173 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,205 shares; 2024Q4: 142,578 shares; 2025Q1: 143,336 shares; 2025Q2: 53,495 shares 53,495 $4.44M 0.23% -89,841 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,424 shares; 2024Q4: 17,092 shares; 2025Q1: 17,240 shares; 2025Q2: 13,994 shares 13,994 $4.37M 0.23% -3,246 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,351 shares; 2024Q4: 12,289 shares; 2025Q1: 12,920 shares; 2025Q2: 13,961 shares 13,961 $4.31M 0.22% +1,041 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,698 shares; 2024Q4: 24,889 shares; 2025Q1: 26,637 shares; 2025Q2: 28,790 shares 28,790 $4.2M 0.22% +2,153 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,288 shares; 2024Q4: 32,003 shares; 2025Q1: 33,368 shares; 2025Q2: 29,355 shares 29,355 $4.2M 0.22% -4,013 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,574 shares; 2024Q4: 36,924 shares; 2025Q1: 41,652 shares; 2025Q2: 44,568 shares 44,568 $4.16M 0.22% +2,916 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 631 shares; 2025Q1: 656 shares; 2025Q2: 717 shares 717 $4.15M 0.21% +61 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 6,170 shares; 2025Q1: 7,616 shares; 2025Q2: 8,068 shares 8,068 $4.11M 0.21% +452 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,996 shares; 2024Q4: 28,046 shares; 2025Q1: 30,030 shares; 2025Q2: 32,264 shares 32,264 $3.98M 0.21% +2,234 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,737 shares; 2024Q4: 31,265 shares; 2025Q1: 34,160 shares; 2025Q2: 36,885 shares 36,885 $3.96M 0.21% +2,725 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 8,883 shares; 2025Q1: 9,168 shares; 2025Q2: 9,892 shares 9,892 $3.91M 0.2% +724 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,309 shares; 2024Q4: 14,404 shares; 2025Q1: 16,247 shares; 2025Q2: 17,345 shares 17,345 $3.87M 0.2% +1,098 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,756 shares; 2024Q4: 12,668 shares; 2025Q1: 14,140 shares; 2025Q2: 13,808 shares 13,808 $3.86M 0.2% -332 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,355 shares; 2025Q1: 3,488 shares; 2025Q2: 3,656 shares 3,656 $3.84M 0.2% +168 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,582 shares; 2024Q4: 23,856 shares; 2025Q1: 25,258 shares; 2025Q2: 27,001 shares 27,001 $3.8M 0.2% +1,743 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,708 shares; 2024Q4: 35,992 shares; 2025Q1: 36,148 shares; 2025Q2: 37,938 shares 37,938 $3.75M 0.19% +1,790 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,714 shares; 2024Q4: 27,796 shares; 2025Q1: 26,119 shares; 2025Q2: 26,153 shares 26,153 $3.71M 0.19% +34 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 3,239 shares; 2025Q1: 3,631 shares; 2025Q2: 4,053 shares 4,053 $3.63M 0.19% +422 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,098 shares; 2024Q4: 34,568 shares; 2025Q1: 31,812 shares; 2025Q2: 33,130 shares 33,130 $3.62M 0.19% +1,318 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,538 shares; 2024Q4: 68,049 shares; 2025Q1: 79,974 shares; 2025Q2: 83,257 shares 83,257 $3.6M 0.19% +3,283 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,331 shares; 2025Q1: 35,180 shares; 2025Q2: 36,662 shares 36,662 $3.57M 0.18% +1,482 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,594 shares; 2024Q4: 46,487 shares; 2025Q1: 49,026 shares; 2025Q2: 44,859 shares 44,859 $3.55M 0.18% -4,167 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 12,708 shares; 2025Q1: 14,366 shares; 2025Q2: 17,203 shares 17,203 $3.52M 0.18% +2,837 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,672 shares; 2024Q4: 27,745 shares; 2025Q1: 29,794 shares; 2025Q2: 31,659 shares 31,659 $3.51M 0.18% +1,865 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 5,321 shares; 2025Q1: 5,838 shares; 2025Q2: 6,541 shares 6,541 $3.46M 0.18% +703 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 4,920 shares; 2025Q1: 5,036 shares; 2025Q2: 4,937 shares 4,937 $3.45M 0.18% -99 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,242 shares; 2024Q4: 38,226 shares; 2025Q1: 40,772 shares; 2025Q2: 40,505 shares 40,505 $3.45M 0.18% -267 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,334 shares; 2024Q4: 13,209 shares; 2025Q1: 14,545 shares; 2025Q2: 14,412 shares 14,412 $3.43M 0.18% -133 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,195 shares; 2024Q4: 18,094 shares; 2025Q1: 20,461 shares; 2025Q2: 21,358 shares 21,358 $3.4M 0.18% +897 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 8,933 shares; 2025Q1: 8,492 shares; 2025Q2: 8,742 shares 8,742 $3.38M 0.18% +250 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,303 shares; 2024Q4: 5,381 shares; 2025Q1: 6,017 shares; 2025Q2: 6,287 shares 6,287 $3.32M 0.17% +270 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,746 shares; 2024Q4: 7,004 shares; 2025Q1: 7,749 shares; 2025Q2: 7,550 shares 7,550 $3.3M 0.17% -199 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,804 shares; 2024Q4: 16,996 shares; 2025Q1: 17,153 shares; 2025Q2: 17,951 shares 17,951 $3.29M 0.17% +798 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,593 shares; 2024Q4: 14,739 shares; 2025Q1: 14,606 shares; 2025Q2: 14,480 shares 14,480 $3.21M 0.17% -126 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,027 shares; 2024Q4: 10,118 shares; 2025Q1: 10,931 shares; 2025Q2: 11,910 shares 11,910 $3.18M 0.16% +979 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 11,421 shares; 2025Q1: 11,411 shares; 2025Q2: 10,343 shares 10,343 $3.09M 0.16% -1,068 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,834 shares; 2024Q4: 25,541 shares; 2025Q1: 25,603 shares; 2025Q2: 23,234 shares 23,234 $3.07M 0.16% -2,369 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,485 shares; 2024Q4: 17,954 shares; 2025Q1: 19,237 shares; 2025Q2: 20,106 shares 20,106 $3.01M 0.16% +869 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,099 shares; 2024Q4: 11,362 shares; 2025Q1: 11,986 shares; 2025Q2: 13,063 shares 13,063 $3.01M 0.16% +1,077 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 3,773 shares; 2025Q1: 3,899 shares; 2025Q2: 4,051 shares 4,051 $2.97M 0.15% +152 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,259 shares; 2024Q4: 12,424 shares; 2025Q1: 12,535 shares; 2025Q2: 12,367 shares 12,367 $2.88M 0.15% -168 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,868 shares; 2024Q4: 10,427 shares; 2025Q1: 12,241 shares; 2025Q2: 12,014 shares 12,014 $2.86M 0.15% -227 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,602 shares; 2024Q4: 24,472 shares; 2025Q1: 25,810 shares; 2025Q2: 23,049 shares 23,049 $2.86M 0.15% -2,761 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 7,236 shares; 2025Q1: 7,654 shares; 2025Q2: 8,726 shares 8,726 $2.82M 0.15% +1,072 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 3,127 shares; 2025Q1: 4,624 shares; 2025Q2: 4,911 shares 4,911 $2.79M 0.14% +287 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,851 shares; 2024Q4: 8,734 shares; 2025Q1: 9,167 shares; 2025Q2: 9,627 shares 9,627 $2.79M 0.14% +460 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 5,607 shares; 2025Q1: 6,360 shares; 2025Q2: 6,176 shares 6,176 $2.75M 0.14% -184 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,380 shares; 2024Q4: 37,294 shares; 2025Q1: 42,494 shares; 2025Q2: 46,276 shares 46,276 $2.71M 0.14% +3,782 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,590 shares; 2024Q4: 4,579 shares; 2025Q1: 4,714 shares; 2025Q2: 5,065 shares 5,065 $2.7M 0.14% +351 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 7,322 shares; 2025Q1: 9,108 shares; 2025Q2: 6,123 shares 6,123 $2.68M 0.14% -2,985 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,971 shares; 2024Q4: 12,137 shares; 2025Q1: 13,426 shares; 2025Q2: 12,889 shares 12,889 $2.68M 0.14% -537 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,614 shares; 2024Q4: 29,969 shares; 2025Q1: 35,736 shares; 2025Q2: 39,527 shares 39,527 $2.67M 0.14% +3,791 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,890 shares; 2024Q4: 14,904 shares; 2025Q1: 15,713 shares; 2025Q2: 15,319 shares 15,319 $2.64M 0.14% -394 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 7,084 shares; 2025Q1: 7,296 shares; 2025Q2: 6,504 shares 6,504 $2.64M 0.14% -792 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,729 shares; 2025Q1: 23,154 shares; 2025Q2: 25,623 shares 25,623 $2.62M 0.14% +2,469 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 4,994 shares; 2025Q1: 5,348 shares; 2025Q2: 5,643 shares 5,643 $2.61M 0.14% +295 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,147 shares; 2024Q4: 4,562 shares; 2025Q1: 5,001 shares; 2025Q2: 5,129 shares 5,129 $2.61M 0.14% +128 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 830 shares; 2025Q1: 919 shares; 2025Q2: 979 shares 979 $2.56M 0.13% +60 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,255 shares; 2024Q4: 34,283 shares; 2025Q1: 35,891 shares; 2025Q2: 36,586 shares 36,586 $2.54M 0.13% +695 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,428 shares; 2024Q4: 34,436 shares; 2025Q1: 37,305 shares; 2025Q2: 39,908 shares 39,908 $2.51M 0.13% +2,603 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,861 shares; 2025Q1: 1,892 shares; 2025Q2: 27,746 shares 27,746 $2.5M 0.13% +25,854 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 4,740 shares; 2025Q1: 4,650 shares; 2025Q2: 4,871 shares 4,871 $2.5M 0.13% +221 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,200 shares; 2024Q4: 21,239 shares; 2025Q1: 23,237 shares; 2025Q2: 27,281 shares 27,281 $2.49M 0.13% +4,044 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,656 shares; 2024Q4: 19,821 shares; 2025Q1: 21,074 shares; 2025Q2: 20,156 shares 20,156 $2.48M 0.13% -918 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,795 shares; 2024Q4: 20,483 shares; 2025Q1: 22,334 shares; 2025Q2: 27,152 shares 27,152 $2.47M 0.13% +4,818 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,579 shares; 2024Q4: 83,368 shares; 2025Q1: 77,785 shares; 2025Q2: 69,016 shares 69,016 $2.46M 0.13% -8,769 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,244 shares; 2024Q4: 7,290 shares; 2025Q1: 7,309 shares; 2025Q2: 7,915 shares 7,915 $2.44M 0.13% +606 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,361 shares; 2024Q4: 29,295 shares; 2025Q1: 28,306 shares; 2025Q2: 26,435 shares 26,435 $2.37M 0.12% -1,871 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 5,536 shares; 2025Q1: 6,598 shares; 2025Q2: 8,559 shares 8,559 $2.36M 0.12% +1,961 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,172 shares; 2024Q4: 10,254 shares; 2025Q1: 12,037 shares; 2025Q2: 12,689 shares 12,689 $2.33M 0.12% +652 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,167 shares; 2025Q1: 5,718 shares; 2025Q2: 6,068 shares 6,068 $2.32M 0.12% +350 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,236 shares; 2024Q4: 19,765 shares; 2025Q1: 22,473 shares; 2025Q2: 24,890 shares 24,890 $2.29M 0.12% +2,417 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,340 shares; 2024Q4: 14,733 shares; 2025Q1: 18,762 shares; 2025Q2: 12,857 shares 12,857 $2.27M 0.12% -5,905 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,855 shares; 2024Q4: 3,889 shares; 2025Q1: 4,124 shares; 2025Q2: 4,469 shares 4,469 $2.24M 0.12% +345 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,939 shares; 2024Q4: 13,214 shares; 2025Q1: 12,526 shares; 2025Q2: 11,191 shares 11,191 $2.21M 0.11% -1,335 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,853 shares; 2024Q4: 28,643 shares; 2025Q1: 29,081 shares; 2025Q2: 23,966 shares 23,966 $2.2M 0.11% -5,115 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 8,315 shares; 2025Q1: 8,925 shares; 2025Q2: 9,559 shares 9,559 $2.19M 0.11% +634 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,871 shares; 2024Q4: 15,145 shares; 2025Q1: 15,515 shares; 2025Q2: 16,248 shares 16,248 $2.17M 0.11% +733 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,540 shares; 2025Q1: 6,296 shares; 2025Q2: 6,547 shares 6,547 $2.16M 0.11% +251 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,361 shares; 2024Q4: 12,013 shares; 2025Q1: 13,532 shares; 2025Q2: 13,816 shares 13,816 $2.12M 0.11% +284 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,544 shares; 2024Q4: 11,401 shares; 2025Q1: 11,551 shares; 2025Q2: 11,291 shares 11,291 $2.1M 0.11% -260 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,704 shares 41,704 $2.1M 0.11% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,969 shares; 2024Q4: 8,060 shares; 2025Q1: 8,867 shares; 2025Q2: 9,303 shares 9,303 $2.03M 0.11% +436 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,638 shares; 2024Q4: 11,699 shares; 2025Q1: 12,364 shares; 2025Q2: 12,229 shares 12,229 $2.03M 0.11% -135 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 5,264 shares; 2025Q1: 5,556 shares; 2025Q2: 5,843 shares 5,843 $2.01M 0.1% +287 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,371 shares; 2024Q4: 6,622 shares; 2025Q1: 8,016 shares; 2025Q2: 8,943 shares 8,943 $1.98M 0.1% +927 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,538 shares; 2024Q4: 9,352 shares; 2025Q1: 9,656 shares; 2025Q2: 9,269 shares 9,269 $1.94M 0.1% -387 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,373 shares; 2025Q1: 2,555 shares; 2025Q2: 2,569 shares 2,569 $1.94M 0.1% +14 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,784 shares; 2024Q4: 60,218 shares; 2025Q1: 60,022 shares; 2025Q2: 79,610 shares 79,610 $1.93M 0.1% +19,588 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 6,261 shares; 2025Q1: 6,632 shares; 2025Q2: 7,240 shares 7,240 $1.93M 0.1% +608 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,995 shares; 2024Q4: 13,002 shares; 2025Q1: 14,660 shares; 2025Q2: 16,106 shares 16,106 $1.9M 0.1% +1,446 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,274 shares; 2024Q4: 16,793 shares; 2025Q1: 17,064 shares; 2025Q2: 17,706 shares 17,706 $1.87M 0.1% +642 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 17,028 shares; 2025Q1: 19,146 shares; 2025Q2: 20,364 shares 20,364 $1.86M 0.1% +1,218 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 5,062 shares; 2025Q1: 5,484 shares; 2025Q2: 5,977 shares 5,977 $1.85M 0.1% +493 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,434 shares; 2024Q4: 9,877 shares; 2025Q1: 11,173 shares; 2025Q2: 10,726 shares 10,726 $1.81M 0.09% -447 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 6,693 shares; 2025Q1: 7,018 shares; 2025Q2: 7,247 shares 7,247 $1.79M 0.09% +229 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,062 shares; 2025Q1: 1,159 shares; 2025Q2: 1,161 shares 1,161 $1.77M 0.09% +2 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,866 shares; 2024Q4: 3,831 shares; 2025Q1: 4,121 shares; 2025Q2: 4,200 shares 4,200 $1.77M 0.09% +79 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,125 shares; 2024Q4: 18,604 shares; 2025Q1: 22,003 shares; 2025Q2: 20,146 shares 20,146 $1.76M 0.09% -1,857 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 5,224 shares; 2025Q1: 6,445 shares; 2025Q2: 7,107 shares 7,107 $1.75M 0.09% +662 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,968 shares; 2024Q4: 15,573 shares; 2025Q1: 16,722 shares; 2025Q2: 16,587 shares 16,587 $1.75M 0.09% -135 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,541 shares; 2024Q4: 19,241 shares; 2025Q1: 20,029 shares; 2025Q2: 20,411 shares 20,411 $1.75M 0.09% +382 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,521 shares; 2025Q1: 3,112 shares; 2025Q2: 3,029 shares 3,029 $1.72M 0.09% -83 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,674 shares; 2024Q4: 21,744 shares; 2025Q1: 22,891 shares; 2025Q2: 23,265 shares 23,265 $1.7M 0.09% +374 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,822 shares; 2024Q4: 5,830 shares; 2025Q1: 6,056 shares; 2025Q2: 6,143 shares 6,143 $1.68M 0.09% +87 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 3,845 shares; 2025Q1: 4,614 shares; 2025Q2: 4,301 shares 4,301 $1.67M 0.09% -313 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,093 shares; 2025Q1: 2,060 shares; 2025Q2: 2,077 shares 2,077 $1.65M 0.09% +17 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,474 shares; 2024Q4: 5,196 shares; 2025Q1: 5,533 shares; 2025Q2: 6,028 shares 6,028 $1.62M 0.08% +495 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 4,058 shares; 2025Q1: 4,371 shares; 2025Q2: 5,403 shares 5,403 $1.62M 0.08% +1,032 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,340 shares; 2024Q4: 12,866 shares; 2025Q1: 13,788 shares; 2025Q2: 13,332 shares 13,332 $1.59M 0.08% -456 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,834 shares; 2024Q4: 5,048 shares; 2025Q1: 5,623 shares; 2025Q2: 5,883 shares 5,883 $1.57M 0.08% +260 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,477 shares; 2025Q1: 4,665 shares; 2025Q2: 5,365 shares 5,365 $1.56M 0.08% +700 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,156 shares; 2025Q1: 10,172 shares; 2025Q2: 10,186 shares 10,186 $1.55M 0.08% +14 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,136 shares; 2024Q4: 32,372 shares; 2025Q1: 35,991 shares; 2025Q2: 34,081 shares 34,081 $1.54M 0.08% -1,910 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,053 shares; 2024Q4: 13,369 shares; 2025Q1: 14,702 shares; 2025Q2: 14,552 shares 14,552 $1.54M 0.08% -150 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,895 shares; 2024Q4: 32,673 shares; 2025Q1: 37,070 shares; 2025Q2: 37,900 shares 37,900 $1.53M 0.08% +830 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,178 shares; 2024Q4: 10,156 shares; 2025Q1: 9,695 shares; 2025Q2: 9,374 shares 9,374 $1.51M 0.08% -321 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,573 shares; 2024Q4: 19,695 shares; 2025Q1: 20,081 shares; 2025Q2: 21,160 shares 21,160 $1.5M 0.08% +1,079 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 4,023 shares; 2025Q1: 4,240 shares; 2025Q2: 4,199 shares 4,199 $1.5M 0.08% -41 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 4,504 shares; 2025Q1: 4,565 shares; 2025Q2: 4,538 shares 4,538 $1.49M 0.08% -27 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 8,754 shares; 2025Q1: 9,456 shares; 2025Q2: 10,160 shares 10,160 $1.48M 0.08% +704 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 5,531 shares; 2025Q1: 13,315 shares; 2025Q2: 18,561 shares 18,561 $1.48M 0.08% +5,246 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 3,576 shares; 2025Q1: 4,538 shares; 2025Q2: 4,610 shares 4,610 $1.48M 0.08% +72 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,064 shares; 2024Q4: 6,134 shares; 2025Q1: 6,897 shares; 2025Q2: 7,297 shares 7,297 $1.47M 0.08% +400 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 371 shares; 2025Q1: 389 shares; 2025Q2: 393 shares 393 $1.46M 0.08% +4 Timeline ENSTAR GROUP LIMITED ENSTAR GROUP LIMITED More: the full row for ENSTAR GROUP LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 691 shares; 2025Q1: 1,964 shares; 2025Q2: 4,285 shares 4,285 $1.44M 0.07% +2,321 KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,999 shares; 2024Q4: 46,607 shares; 2025Q1: 46,636 shares; 2025Q2: 48,718 shares 48,718 $1.43M 0.07% +2,082 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 9,407 shares; 2025Q1: 9,182 shares; 2025Q2: 9,176 shares 9,176 $1.43M 0.07% -6 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 4,831 shares; 2025Q1: 4,981 shares; 2025Q2: 5,509 shares 5,509 $1.41M 0.07% +528 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,486 shares; 2025Q1: 2,267 shares; 2025Q2: 3,483 shares 3,483 $1.41M 0.07% +1,216 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 4,765 shares; 2025Q1: 6,102 shares; 2025Q2: 7,209 shares 7,209 $1.4M 0.07% +1,107 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,215 shares; 2025Q1: 3,488 shares; 2025Q2: 3,695 shares 3,695 $1.4M 0.07% +207 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,981 shares; 2024Q4: 21,721 shares; 2025Q1: 22,601 shares; 2025Q2: 24,545 shares 24,545 $1.38M 0.07% +1,944 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,376 shares; 2024Q4: 49,435 shares; 2025Q1: 47,425 shares; 2025Q2: 42,038 shares 42,038 $1.37M 0.07% -5,387 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,375 shares; 2025Q1: 2,156 shares; 2025Q2: 2,452 shares 2,452 $1.35M 0.07% +296 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,090 shares; 2024Q4: 12,170 shares; 2025Q1: 12,980 shares; 2025Q2: 13,026 shares 13,026 $1.35M 0.07% +46 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,054 shares; 2024Q4: 12,281 shares; 2025Q1: 15,439 shares; 2025Q2: 18,547 shares 18,547 $1.33M 0.07% +3,108 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,318 shares; 2024Q4: 25,351 shares; 2025Q1: 28,114 shares; 2025Q2: 26,819 shares 26,819 $1.32M 0.07% -1,295 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,305 shares; 2025Q1: 2,646 shares; 2025Q2: 2,636 shares 2,636 $1.32M 0.07% -10 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 16,446 shares; 2025Q1: 20,207 shares; 2025Q2: 18,947 shares 18,947 $1.31M 0.07% -1,260 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,857 shares; 2024Q4: 8,135 shares; 2025Q1: 9,137 shares; 2025Q2: 9,788 shares 9,788 $1.3M 0.07% +651 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,097 shares; 2024Q4: 15,149 shares; 2025Q1: 16,514 shares; 2025Q2: 16,157 shares 16,157 $1.3M 0.07% -357 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,766 shares; 2024Q4: 8,247 shares; 2025Q1: 8,699 shares; 2025Q2: 8,768 shares 8,768 $1.3M 0.07% +69 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 7,823 shares; 2025Q1: 8,697 shares; 2025Q2: 9,014 shares 9,014 $1.28M 0.07% +317 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 9,932 shares; 2025Q1: 11,449 shares; 2025Q2: 10,681 shares 10,681 $1.27M 0.07% -768 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,842 shares; 2024Q4: 34,535 shares; 2025Q1: 39,323 shares; 2025Q2: 37,204 shares 37,204 $1.26M 0.07% -2,119 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,439 shares; 2025Q1: 4,271 shares; 2025Q2: 4,341 shares 4,341 $1.25M 0.06% +70 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,593 shares; 2024Q4: 6,800 shares; 2025Q1: 6,668 shares; 2025Q2: 7,152 shares 7,152 $1.25M 0.06% +484 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,799 shares; 2025Q1: 3,280 shares; 2025Q2: 3,556 shares 3,556 $1.25M 0.06% +276 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 5,131 shares; 2025Q1: 6,156 shares; 2025Q2: 6,681 shares 6,681 $1.24M 0.06% +525 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,981 shares; 2024Q4: 34,845 shares; 2025Q1: 36,727 shares; 2025Q2: 26,651 shares 26,651 $1.23M 0.06% -10,076 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 6,446 shares; 2025Q1: 5,953 shares; 2025Q2: 5,411 shares 5,411 $1.23M 0.06% -542 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,110 shares; 2025Q1: 1,134 shares; 2025Q2: 1,167 shares 1,167 $1.21M 0.06% +33 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,145 shares; 2024Q4: 12,153 shares; 2025Q1: 13,625 shares; 2025Q2: 28,862 shares 28,862 $1.21M 0.06% +15,237 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,330 shares; 2024Q4: 12,264 shares; 2025Q1: 14,164 shares; 2025Q2: 14,657 shares 14,657 $1.2M 0.06% +493 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,531 shares; 2025Q1: 5,318 shares; 2025Q2: 4,950 shares 4,950 $1.19M 0.06% -368 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,268 shares; 2024Q4: 13,257 shares; 2025Q1: 16,142 shares; 2025Q2: 20,337 shares 20,337 $1.18M 0.06% +4,195 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,248 shares; 2024Q4: 8,244 shares; 2025Q1: 8,713 shares; 2025Q2: 9,157 shares 9,157 $1.18M 0.06% +444 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,945 shares; 2024Q4: 8,262 shares; 2025Q1: 8,354 shares; 2025Q2: 9,233 shares 9,233 $1.18M 0.06% +879 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,254 shares; 2024Q4: 7,726 shares; 2025Q1: 11,077 shares; 2025Q2: 11,465 shares 11,465 $1.18M 0.06% +388 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 4,206 shares; 2025Q1: 4,399 shares; 2025Q2: 4,171 shares 4,171 $1.18M 0.06% -228 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,120 shares; 2025Q1: 4,449 shares; 2025Q2: 4,769 shares 4,769 $1.18M 0.06% +320 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,157 shares; 2024Q4: 14,238 shares; 2025Q1: 15,098 shares; 2025Q2: 11,141 shares 11,141 $1.17M 0.06% -3,957 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 11,691 shares; 2025Q1: 12,696 shares; 2025Q2: 13,883 shares 13,883 $1.17M 0.06% +1,187 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,699 shares; 2025Q1: 1,959 shares; 2025Q2: 2,127 shares 2,127 $1.17M 0.06% +168 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 3,979 shares; 2025Q1: 4,134 shares; 2025Q2: 4,460 shares 4,460 $1.16M 0.06% +326 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,428 shares; 2024Q4: 12,350 shares; 2025Q1: 14,417 shares; 2025Q2: 14,815 shares 14,815 $1.16M 0.06% +398 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 2,295 shares; 2025Q1: 2,685 shares; 2025Q2: 3,278 shares 3,278 $1.15M 0.06% +593 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,339 shares; 2024Q4: 32,067 shares; 2025Q1: 32,573 shares; 2025Q2: 26,362 shares 26,362 $1.14M 0.06% -6,211 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,501 shares; 2024Q4: 14,132 shares; 2025Q1: 15,868 shares; 2025Q2: 22,047 shares 22,047 $1.14M 0.06% +6,179 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,511 shares; 2024Q4: 11,458 shares; 2025Q1: 13,414 shares; 2025Q2: 15,142 shares 15,142 $1.13M 0.06% +1,728 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 4,862 shares; 2025Q1: 5,396 shares; 2025Q2: 5,008 shares 5,008 $1.12M 0.06% -388 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,097 shares; 2024Q4: 28,385 shares; 2025Q1: 26,914 shares; 2025Q2: 26,008 shares 26,008 $1.12M 0.06% -906 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,800 shares; 2024Q4: 257,458 shares; 2025Q1: 257,909 shares; 2025Q2: 14,362 shares 14,362 $1.11M 0.06% -243,547 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,032 shares; 2024Q4: 16,137 shares; 2025Q1: 15,764 shares; 2025Q2: 14,344 shares 14,344 $1.11M 0.06% -1,420 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,158 shares; 2024Q4: 10,020 shares; 2025Q1: 9,715 shares; 2025Q2: 10,987 shares 10,987 $1.11M 0.06% +1,272 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: 9,761 shares; 2025Q1: 9,628 shares; 2025Q2: 10,994 shares 10,994 $1.1M 0.06% +1,366 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,148 shares; 2025Q1: 3,180 shares; 2025Q2: 3,542 shares 3,542 $1.1M 0.06% +362 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,653 shares; 2024Q4: 267,938 shares; 2025Q1: 267,980 shares; 2025Q2: 14,926 shares 14,926 $1.1M 0.06% -253,054 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,261 shares; 2024Q4: 20,930 shares; 2025Q1: 22,560 shares; 2025Q2: 21,961 shares 21,961 $1.08M 0.06% -599 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 3,542 shares; 2025Q1: 3,581 shares; 2025Q2: 3,611 shares 3,611 $1.06M 0.05% +30 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 4,836 shares; 2025Q1: 5,080 shares; 2025Q2: 4,821 shares 4,821 $1.05M 0.05% -259 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 2,170 shares; 2025Q1: 2,730 shares; 2025Q2: 3,363 shares 3,363 $1.05M 0.05% +633 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,733 shares 45,733 $1.05M 0.05% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,370 shares; 2024Q4: 20,215 shares; 2025Q1: 21,024 shares; 2025Q2: 23,947 shares 23,947 $1.04M 0.05% +2,923 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,206 shares; 2025Q1: 5,210 shares; 2025Q2: 7,414 shares 7,414 $1.03M 0.05% +2,204 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,794 shares; 2025Q2: 8,932 shares 8,932 $1.02M 0.05% +5,138 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,908 shares; 2025Q2: 22,033 shares 22,033 $1.02M 0.05% +17,125 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,017 shares; 2024Q4: 15,114 shares; 2025Q1: 15,884 shares; 2025Q2: 16,267 shares 16,267 $1.02M 0.05% +383 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,645 shares; 2024Q4: 50,127 shares; 2025Q1: 54,032 shares; 2025Q2: 45,470 shares 45,470 $1.02M 0.05% -8,562 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,192 shares; 2024Q4: 6,890 shares; 2025Q1: 7,475 shares; 2025Q2: 7,898 shares 7,898 $1.02M 0.05% +423 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 11,511 shares; 2025Q1: 12,766 shares; 2025Q2: 12,213 shares 12,213 $1.02M 0.05% -553 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 2,920 shares; 2025Q1: 4,466 shares; 2025Q2: 5,170 shares 5,170 $1.01M 0.05% +704 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,729 shares; 2024Q4: 11,375 shares; 2025Q1: 11,744 shares; 2025Q2: 10,647 shares 10,647 $1.01M 0.05% -1,097 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,796 shares; 2024Q4: 20,747 shares; 2025Q1: 23,567 shares; 2025Q2: 24,262 shares 24,262 $998K 0.05% +695 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,269 shares; 2024Q4: 8,838 shares; 2025Q1: 10,513 shares; 2025Q2: 9,922 shares 9,922 $982K 0.05% -591 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 3,078 shares; 2025Q1: 4,055 shares; 2025Q2: 6,764 shares 6,764 $976K 0.05% +2,709 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,494 shares; 2024Q4: 9,284 shares; 2025Q1: 9,284 shares; 2025Q2: 8,954 shares 8,954 $962K 0.05% -330 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 5,739 shares; 2025Q1: 5,661 shares; 2025Q2: 5,313 shares 5,313 $961K 0.05% -348 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,648 shares; 2024Q4: 18,784 shares; 2025Q1: 19,718 shares; 2025Q2: 19,388 shares 19,388 $951K 0.05% -330 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 11,725 shares; 2025Q1: 11,648 shares; 2025Q2: 12,470 shares 12,470 $944K 0.05% +822 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,451 shares; 2024Q4: 8,245 shares; 2025Q1: 8,609 shares; 2025Q2: 7,966 shares 7,966 $940K 0.05% -643 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,110 shares; 2024Q4: 11,383 shares; 2025Q1: 11,304 shares; 2025Q2: 12,383 shares 12,383 $938K 0.05% +1,079 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,505 shares; 2025Q1: 3,438 shares; 2025Q2: 3,399 shares 3,399 $930K 0.05% -39 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 4,358 shares; 2025Q1: 4,788 shares; 2025Q2: 5,454 shares 5,454 $916K 0.05% +666 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,642 shares; 2025Q1: 1,646 shares; 2025Q2: 1,587 shares 1,587 $915K 0.05% -59 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 5,145 shares; 2025Q1: 6,149 shares; 2025Q2: 7,160 shares 7,160 $908K 0.05% +1,011 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,603 shares; 2024Q4: 48,068 shares; 2025Q1: 45,757 shares; 2025Q2: 41,053 shares 41,053 $907K 0.05% -4,704 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,497 shares 23,497 $905K 0.05% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,753 shares; 2024Q4: 43,173 shares; 2025Q1: 48,749 shares; 2025Q2: 51,939 shares 51,939 $905K 0.05% +3,190 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,515 shares; 2024Q4: 12,221 shares; 2025Q1: 10,716 shares; 2025Q2: 11,107 shares 11,107 $904K 0.05% +391 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 12,460 shares; 2025Q1: 12,324 shares; 2025Q2: 11,998 shares 11,998 $892K 0.05% -326 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,146 shares; 2024Q4: 64,085 shares; 2025Q1: 68,746 shares; 2025Q2: 82,105 shares 82,105 $891K 0.05% +13,359 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 1,114 shares; 2025Q1: 1,121 shares; 2025Q2: 3,689 shares 3,689 $891K 0.05% +2,568 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 11,045 shares; 2025Q1: 13,441 shares; 2025Q2: 12,850 shares 12,850 $890K 0.05% -591 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 5,325 shares; 2025Q1: 5,974 shares; 2025Q2: 6,327 shares 6,327 $887K 0.05% +353 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,085 shares; 2024Q4: 10,819 shares; 2025Q1: 10,767 shares; 2025Q2: 8,901 shares 8,901 $878K 0.05% -1,866 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,824 shares; 2024Q4: 17,090 shares; 2025Q1: 19,042 shares; 2025Q2: 19,614 shares 19,614 $878K 0.05% +572 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,326 shares; 2025Q1: 7,908 shares; 2025Q2: 6,569 shares 6,569 $869K 0.05% -1,339 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,233 shares; 2025Q1: 2,822 shares; 2025Q2: 3,568 shares 3,568 $869K 0.04% +746 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,191 shares; 2024Q4: 9,327 shares; 2025Q1: 10,440 shares; 2025Q2: 10,670 shares 10,670 $850K 0.04% +230 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 685 shares; 2025Q1: 934 shares; 2025Q2: 1,161 shares 1,161 $849K 0.04% +227 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 3,916 shares; 2025Q1: 3,826 shares; 2025Q2: 3,715 shares 3,715 $841K 0.04% -111 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 940 shares; 2025Q1: 1,085 shares; 2025Q2: 1,416 shares 1,416 $839K 0.04% +331 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 4,210 shares; 2025Q1: 5,140 shares; 2025Q2: 4,821 shares 4,821 $839K 0.04% -319 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,319 shares; 2024Q4: 7,044 shares; 2025Q1: 7,784 shares; 2025Q2: 8,032 shares 8,032 $837K 0.04% +248 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,029 shares; 2024Q4: 12,498 shares; 2025Q1: 12,803 shares; 2025Q2: 12,120 shares 12,120 $835K 0.04% -683 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,045 shares; 2025Q1: 2,855 shares; 2025Q2: 7,782 shares 7,782 $829K 0.04% +4,927 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 9,611 shares; 2025Q1: 10,300 shares; 2025Q2: 12,883 shares 12,883 $825K 0.04% +2,583 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,572 shares; 2025Q1: 1,483 shares; 2025Q2: 1,525 shares 1,525 $818K 0.04% +42 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,817 shares; 2025Q1: 3,463 shares; 2025Q2: 3,140 shares 3,140 $814K 0.04% -323 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,971 shares; 2024Q4: 13,901 shares; 2025Q1: 14,061 shares; 2025Q2: 14,140 shares 14,140 $799K 0.04% +79 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,528 shares; 2024Q4: 12,113 shares; 2025Q1: 14,601 shares; 2025Q2: 15,151 shares 15,151 $797K 0.04% +550 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,409 shares; 2024Q4: 7,304 shares; 2025Q1: 8,398 shares; 2025Q2: 10,671 shares 10,671 $795K 0.04% +2,273 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,274 shares; 2025Q1: 1,343 shares; 2025Q2: 1,482 shares 1,482 $793K 0.04% +139 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,723 shares; 2024Q4: 11,220 shares; 2025Q1: 10,996 shares; 2025Q2: 13,745 shares 13,745 $792K 0.04% +2,749 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,194 shares; 2025Q1: 2,739 shares; 2025Q2: 3,182 shares 3,182 $773K 0.04% +443 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 6,501 shares; 2025Q1: 7,929 shares; 2025Q2: 8,410 shares 8,410 $771K 0.04% +481 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,461 shares; 2025Q1: 4,580 shares; 2025Q2: 4,717 shares 4,717 $758K 0.04% +137 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 2,952 shares; 2025Q1: 925 shares; 2025Q2: 1,222 shares 1,222 $755K 0.04% +297 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,999 shares; 2025Q1: 2,019 shares; 2025Q2: 1,867 shares 1,867 $755K 0.04% -152 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,722 shares; 2025Q1: 2,220 shares; 2025Q2: 2,144 shares 2,144 $753K 0.04% -76 GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,028 shares; 2024Q4: 5,918 shares; 2025Q1: 6,642 shares; 2025Q2: 6,184 shares 6,184 $750K 0.04% -458 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,345 shares; 2024Q4: 11,746 shares; 2025Q1: 11,853 shares; 2025Q2: 11,220 shares 11,220 $749K 0.04% -633 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 3,732 shares; 2025Q1: 3,216 shares; 2025Q2: 3,858 shares 3,858 $748K 0.04% +642 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,960 shares 7,960 $745K 0.04% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 5,792 shares; 2025Q1: 6,470 shares; 2025Q2: 5,495 shares 5,495 $739K 0.04% -975 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,989 shares; 2024Q4: 7,179 shares; 2025Q1: 6,981 shares; 2025Q2: 5,697 shares 5,697 $738K 0.04% -1,284 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $729K 0.04% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 8,786 shares; 2025Q1: 8,140 shares; 2025Q2: 9,288 shares 9,288 $726K 0.04% +1,148 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,202 shares; 2025Q1: 3,403 shares; 2025Q2: 5,904 shares 5,904 $724K 0.04% +2,501 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 5,819 shares; 2025Q1: 7,936 shares; 2025Q2: 7,871 shares 7,871 $723K 0.04% -65 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 6,381 shares; 2025Q1: 7,146 shares; 2025Q2: 7,493 shares 7,493 $720K 0.04% +347 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,581 shares; 2024Q4: 5,343 shares; 2025Q1: 5,345 shares; 2025Q2: 5,383 shares 5,383 $713K 0.04% +38 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 14,235 shares; 2025Q1: 16,212 shares; 2025Q2: 21,525 shares 21,525 $712K 0.04% +5,313 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,187 shares; 2024Q4: 21,580 shares; 2025Q1: 18,799 shares; 2025Q2: 34,284 shares 34,284 $702K 0.04% +15,485 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,026 shares; 2024Q4: 5,529 shares; 2025Q1: 5,447 shares; 2025Q2: 5,143 shares 5,143 $691K 0.04% -304 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,055 shares; 2025Q1: 1,445 shares; 2025Q2: 1,691 shares 1,691 $691K 0.04% +246 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,841 shares; 2024Q4: 7,008 shares; 2025Q1: 7,228 shares; 2025Q2: 7,154 shares 7,154 $687K 0.04% -74 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,203 shares; 2024Q4: 11,538 shares; 2025Q1: 10,574 shares; 2025Q2: 9,617 shares 9,617 $677K 0.04% -957 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 7,510 shares; 2025Q1: 5,820 shares; 2025Q2: 9,177 shares 9,177 $667K 0.03% +3,357 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,489 shares; 2025Q2: 2,095 shares 2,095 $658K 0.03% +606 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 4,665 shares; 2025Q1: 4,199 shares; 2025Q2: 4,041 shares 4,041 $657K 0.03% -158 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,081 shares; 2024Q4: 17,236 shares; 2025Q1: 17,201 shares; 2025Q2: 17,308 shares 17,308 $657K 0.03% +107 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,338 shares; 2024Q4: 15,290 shares; 2025Q1: 18,140 shares; 2025Q2: 21,585 shares 21,585 $647K 0.03% +3,445 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 2,478 shares; 2025Q1: 2,168 shares; 2025Q2: 2,566 shares 2,566 $644K 0.03% +398 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,718 shares; 2025Q1: 2,486 shares; 2025Q2: 2,648 shares 2,648 $644K 0.03% +162 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,892 shares; 2024Q4: 17,348 shares; 2025Q1: 20,758 shares; 2025Q2: 26,304 shares 26,304 $643K 0.03% +5,546 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,643 shares; 2024Q4: 7,119 shares; 2025Q1: 7,339 shares; 2025Q2: 7,942 shares 7,942 $642K 0.03% +603 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 2,538 shares; 2025Q1: 3,003 shares; 2025Q2: 3,509 shares 3,509 $630K 0.03% +506 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,666 shares; 2024Q4: 8,923 shares; 2025Q1: 10,375 shares; 2025Q2: 10,390 shares 10,390 $628K 0.03% +15 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,642 shares; 2025Q1: 5,756 shares; 2025Q2: 5,900 shares 5,900 $627K 0.03% +144 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,708 shares; 2025Q1: 1,498 shares; 2025Q2: 1,187 shares 1,187 $623K 0.03% -311 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 11,411 shares; 2025Q1: 12,406 shares; 2025Q2: 17,259 shares 17,259 $622K 0.03% +4,853 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,554 shares; 2024Q4: 21,514 shares; 2025Q1: 18,709 shares; 2025Q2: 26,413 shares 26,413 $621K 0.03% +7,704 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,064 shares; 2024Q4: 22,381 shares; 2025Q1: 26,210 shares; 2025Q2: 29,243 shares 29,243 $612K 0.03% +3,033 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,744 shares; 2024Q4: 8,809 shares; 2025Q1: 8,738 shares; 2025Q2: 7,548 shares 7,548 $610K 0.03% -1,190 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,172 shares; 2024Q4: 17,822 shares; 2025Q1: 20,945 shares; 2025Q2: 29,463 shares 29,463 $603K 0.03% +8,518 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,649 shares; 2025Q1: 2,194 shares; 2025Q2: 1,958 shares 1,958 $595K 0.03% -236 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,203 shares; 2024Q4: 11,421 shares; 2025Q1: 13,579 shares; 2025Q2: 15,460 shares 15,460 $594K 0.03% +1,881 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,235 shares 9,235 $591K 0.03% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,461 shares; 2025Q1: 3,646 shares; 2025Q2: 3,827 shares 3,827 $590K 0.03% +181 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,739 shares; 2025Q1: 1,694 shares; 2025Q2: 1,688 shares 1,688 $589K 0.03% -6 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 298 shares; 2025Q1: 331 shares; 2025Q2: 322 shares 322 $589K 0.03% -9 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 3,604 shares; 2025Q1: 4,259 shares; 2025Q2: 5,295 shares 5,295 $586K 0.03% +1,036 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,131 shares; 2024Q4: 20,631 shares; 2025Q1: 17,959 shares; 2025Q2: 16,249 shares 16,249 $582K 0.03% -1,710 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 1,086 shares; 2025Q1: 1,017 shares; 2025Q2: 1,186 shares 1,186 $579K 0.03% +169 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 690 shares; 2025Q1: 843 shares; 2025Q2: 1,836 shares 1,836 $576K 0.03% +993 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 4,995 shares; 2025Q1: 4,796 shares; 2025Q2: 5,443 shares 5,443 $574K 0.03% +647 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 4,500 shares; 2025Q1: 4,353 shares; 2025Q2: 4,438 shares 4,438 $570K 0.03% +85 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 3,576 shares; 2025Q1: 5,245 shares; 2025Q2: 6,614 shares 6,614 $569K 0.03% +1,369 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,286 shares; 2024Q4: 15,088 shares; 2025Q1: 16,573 shares; 2025Q2: 16,671 shares 16,671 $565K 0.03% +98 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,450 shares; 2025Q1: 2,313 shares; 2025Q2: 1,687 shares 1,687 $560K 0.03% -626 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 21,012 shares; 2025Q1: 19,488 shares; 2025Q2: 19,001 shares 19,001 $555K 0.03% -487 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,569 shares; 2025Q1: 1,897 shares; 2025Q2: 1,901 shares 1,901 $549K 0.03% +4 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,182 shares; 2024Q4: 12,224 shares; 2025Q1: 10,731 shares; 2025Q2: 9,727 shares 9,727 $546K 0.03% -1,004 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: 5,167 shares; 2025Q1: 4,980 shares; 2025Q2: 4,952 shares 4,952 $544K 0.03% -28 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,049 shares; 2024Q4: 7,514 shares; 2025Q1: 7,852 shares; 2025Q2: 7,857 shares 7,857 $535K 0.03% +5 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,063 shares 5,063 $533K 0.03% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,140 shares; 2025Q1: 2,890 shares; 2025Q2: 1,866 shares 1,866 $531K 0.03% -1,024 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,392 shares; 2025Q1: 1,610 shares; 2025Q2: 4,209 shares 4,209 $529K 0.03% +2,599 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 10,239 shares; 2025Q1: 10,067 shares; 2025Q2: 7,691 shares 7,691 $528K 0.03% -2,376 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,765 shares; 2024Q4: 14,098 shares; 2025Q1: 14,772 shares; 2025Q2: 13,623 shares 13,623 $522K 0.03% -1,149 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,189 shares; 2024Q4: 11,803 shares; 2025Q1: 10,213 shares; 2025Q2: 10,134 shares 10,134 $520K 0.03% -79 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,336 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares 1,347 $518K 0.03% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,978 shares 8,978 $517K 0.03% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 2,942 shares; 2025Q1: 2,891 shares; 2025Q2: 3,218 shares 3,218 $514K 0.03% +327 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,048 shares; 2024Q4: 4,796 shares; 2025Q1: 5,422 shares; 2025Q2: 5,723 shares 5,723 $512K 0.03% +301 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,639 shares; 2025Q1: 2,642 shares; 2025Q2: 2,771 shares 2,771 $508K 0.03% +129 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,380 shares; 2025Q1: 1,024 shares; 2025Q2: 815 shares 815 $506K 0.03% -209 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 2,855 shares; 2025Q1: 2,649 shares; 2025Q2: 4,445 shares 4,445 $506K 0.03% +1,796 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,292 shares; 2024Q4: 17,628 shares; 2025Q1: 26,200 shares; 2025Q2: 16,556 shares 16,556 $499K 0.03% -9,644 Timeline AMEDISYS INC AMEDISYS INC More: the full row for AMEDISYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,351 shares; 2025Q1: 3,039 shares; 2025Q2: 5,039 shares 5,039 $496K 0.03% +2,000 NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,163 shares; 2024Q4: 4,258 shares; 2025Q1: 4,059 shares; 2025Q2: 5,542 shares 5,542 $496K 0.03% +1,483 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 3,640 shares; 2025Q1: 3,664 shares; 2025Q2: 6,642 shares 6,642 $495K 0.03% +2,978 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 3,543 shares; 2025Q1: 3,920 shares; 2025Q2: 3,006 shares 3,006 $493K 0.03% -914 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,896 shares; 2025Q1: 2,443 shares; 2025Q2: 2,261 shares 2,261 $492K 0.03% -182 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,282 shares; 2025Q1: 4,125 shares; 2025Q2: 4,650 shares 4,650 $489K 0.03% +525 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 707 shares; 2025Q1: 937 shares; 2025Q2: 879 shares 879 $489K 0.03% -58 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,978 shares; 2024Q4: 3,238 shares; 2025Q1: 3,302 shares; 2025Q2: 3,521 shares 3,521 $488K 0.03% +219 WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,124 shares; 2024Q4: 10,529 shares; 2025Q1: 11,331 shares; 2025Q2: 12,960 shares 12,960 $481K 0.02% +1,629 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,808 shares; 2024Q4: 14,698 shares; 2025Q1: 15,091 shares; 2025Q2: 18,548 shares 18,548 $479K 0.02% +3,457 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,772 shares; 2025Q1: 2,581 shares; 2025Q2: 2,762 shares 2,762 $478K 0.02% +181 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,041 shares; 2025Q1: 2,314 shares; 2025Q2: 3,034 shares 3,034 $476K 0.02% +720 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,361 shares; 2024Q4: 37,119 shares; 2025Q1: 29,962 shares; 2025Q2: 28,294 shares 28,294 $474K 0.02% -1,668 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572 shares 572 $474K 0.02% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,303 shares; 2025Q1: 2,960 shares; 2025Q2: 4,864 shares 4,864 $470K 0.02% +1,904 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 8,075 shares; 2025Q1: 8,199 shares; 2025Q2: 11,199 shares 11,199 $470K 0.02% +3,000 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,239 shares; 2025Q1: 3,065 shares; 2025Q2: 2,727 shares 2,727 $470K 0.02% -338 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 1,877 shares; 2025Q1: 1,684 shares; 2025Q2: 1,804 shares 1,804 $465K 0.02% +120 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 937 shares; 2025Q1: 933 shares; 2025Q2: 1,096 shares 1,096 $465K 0.02% +163 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,137 shares; 2024Q4: 5,937 shares; 2025Q1: 6,744 shares; 2025Q2: 7,847 shares 7,847 $458K 0.02% +1,103 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,624 shares; 2025Q1: 5,953 shares; 2025Q2: 8,129 shares 8,129 $456K 0.02% +2,176 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,795 shares; 2025Q1: 3,646 shares; 2025Q2: 2,806 shares 2,806 $455K 0.02% -840 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,752 shares; 2025Q1: 1,602 shares; 2025Q2: 2,086 shares 2,086 $455K 0.02% +484 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,246 shares; 2025Q2: 28,234 shares 28,234 $451K 0.02% +14,988 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 2,255 shares; 2025Q1: 2,389 shares; 2025Q2: 2,563 shares 2,563 $450K 0.02% +174 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 8,867 shares; 2025Q1: 9,371 shares; 2025Q2: 8,500 shares 8,500 $449K 0.02% -871 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,240 shares 3,240 $448K 0.02% -360 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,811 shares 4,811 $445K 0.02% new Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 3,367 shares; 2025Q1: 5,020 shares; 2025Q2: 5,060 shares 5,060 $445K 0.02% +40 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 971 shares; 2025Q1: 942 shares; 2025Q2: 989 shares 989 $442K 0.02% +47 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,831 shares; 2025Q1: 6,734 shares; 2025Q2: 5,938 shares 5,938 $440K 0.02% -796 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,866 shares; 2025Q1: 1,912 shares; 2025Q2: 2,123 shares 2,123 $432K 0.02% +211 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,902 shares; 2024Q4: 14,099 shares; 2025Q1: 17,931 shares; 2025Q2: 16,849 shares 16,849 $428K 0.02% -1,082 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,316 shares; 2025Q1: 1,726 shares; 2025Q2: 1,683 shares 1,683 $426K 0.02% -43 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 4,993 shares; 2025Q1: 5,941 shares; 2025Q2: 5,364 shares 5,364 $426K 0.02% -577 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 564 shares; 2025Q1: 569 shares; 2025Q2: 531 shares 531 $426K 0.02% -38 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 2,080 shares; 2025Q1: 2,098 shares; 2025Q2: 1,775 shares 1,775 $422K 0.02% -323 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 7,774 shares; 2025Q1: 7,967 shares; 2025Q2: 7,703 shares 7,703 $421K 0.02% -264 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,608 shares; 2025Q1: 1,575 shares; 2025Q2: 1,239 shares 1,239 $421K 0.02% -336 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,214 shares 4,214 $419K 0.02% new Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,015 shares; 2024Q4: 10,902 shares; 2025Q1: 10,859 shares; 2025Q2: 10,941 shares 10,941 $418K 0.02% +82 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,200 shares; 2025Q1: 1,681 shares; 2025Q2: 2,114 shares 2,114 $417K 0.02% +433 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 2,951 shares; 2025Q1: 4,355 shares; 2025Q2: 4,639 shares 4,639 $417K 0.02% +284 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 1,023 shares; 2025Q1: 1,381 shares; 2025Q2: 1,305 shares 1,305 $406K 0.02% -76 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,528 shares 5,528 $405K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 7,277 shares; 2025Q1: 8,101 shares; 2025Q2: 6,360 shares 6,360 $405K 0.02% -1,741 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,878 shares; 2025Q1: 3,284 shares; 2025Q2: 3,181 shares 3,181 $403K 0.02% -103 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,386 shares; 2024Q4: 12,076 shares; 2025Q1: 9,347 shares; 2025Q2: 6,920 shares 6,920 $402K 0.02% -2,427 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 905 shares 905 $399K 0.02% +130 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,604 shares 3,604 $397K 0.02% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 4,752 shares; 2025Q1: 4,886 shares; 2025Q2: 2,656 shares 2,656 $396K 0.02% -2,230 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,334 shares; 2024Q4: 6,501 shares; 2025Q1: 5,734 shares; 2025Q2: 5,711 shares 5,711 $395K 0.02% -23 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 2,257 shares; 2025Q1: 2,143 shares; 2025Q2: 2,358 shares 2,358 $391K 0.02% +215 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,144 shares; 2024Q4: 5,502 shares; 2025Q1: 5,026 shares; 2025Q2: 4,705 shares 4,705 $391K 0.02% -321 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 3,547 shares; 2025Q1: 3,507 shares; 2025Q2: 3,875 shares 3,875 $390K 0.02% +368 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,146 shares; 2024Q4: 10,846 shares; 2025Q1: 7,748 shares; 2025Q2: 5,408 shares 5,408 $389K 0.02% -2,340 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 3,203 shares; 2025Q1: 3,336 shares; 2025Q2: 3,507 shares 3,507 $389K 0.02% +171 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,852 shares; 2024Q4: 16,549 shares; 2025Q1: 20,074 shares; 2025Q2: 20,925 shares 20,925 $381K 0.02% +851 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 3,042 shares; 2025Q1: 3,229 shares; 2025Q2: 3,710 shares 3,710 $381K 0.02% +481 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 4,286 shares; 2025Q1: 5,988 shares; 2025Q2: 6,524 shares 6,524 $377K 0.02% +536 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,504 shares; 2024Q4: 23,530 shares; 2025Q1: 21,202 shares; 2025Q2: 18,355 shares 18,355 $374K 0.02% -2,847 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 5,266 shares; 2025Q1: 5,704 shares; 2025Q2: 4,980 shares 4,980 $372K 0.02% -724 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,468 shares; 2025Q1: 2,023 shares; 2025Q2: 1,811 shares 1,811 $368K 0.02% -212 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: not reported; 2025Q1: 1,305 shares; 2025Q2: 1,753 shares 1,753 $367K 0.02% +448 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 906 shares; 2025Q1: 978 shares; 2025Q2: 1,125 shares 1,125 $367K 0.02% +147 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 2,707 shares; 2025Q1: 2,667 shares; 2025Q2: 2,037 shares 2,037 $364K 0.02% -630 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 2,235 shares; 2025Q1: 2,469 shares; 2025Q2: 2,459 shares 2,459 $363K 0.02% -10 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,253 shares; 2024Q4: 18,045 shares; 2025Q1: 17,880 shares; 2025Q2: 13,616 shares 13,616 $361K 0.02% -4,264 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 2,586 shares; 2025Q1: 2,761 shares; 2025Q2: 2,581 shares 2,581 $355K 0.02% -180 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 566 shares; 2025Q1: 771 shares; 2025Q2: 943 shares 943 $352K 0.02% +172 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 7,004 shares; 2025Q1: 8,243 shares; 2025Q2: 7,914 shares 7,914 $351K 0.02% -329 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 528 shares; 2025Q2: 687 shares 687 $351K 0.02% +159 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,416 shares; 2025Q2: 3,987 shares 3,987 $350K 0.02% +571 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,759 shares; 2025Q1: 16,412 shares; 2025Q2: 16,653 shares 16,653 $350K 0.02% +241 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,767 shares; 2025Q1: 3,398 shares; 2025Q2: 3,892 shares 3,892 $348K 0.02% +494 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,341 shares; 2024Q4: 19,311 shares; 2025Q1: 25,433 shares; 2025Q2: 35,715 shares 35,715 $346K 0.02% +10,282 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,553 shares 5,553 $344K 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 4,199 shares; 2025Q1: 2,648 shares; 2025Q2: 2,585 shares 2,585 $343K 0.02% -63 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 355 shares; 2025Q1: 371 shares; 2025Q2: 291 shares 291 $342K 0.02% -80 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,886 shares; 2025Q1: 2,143 shares; 2025Q2: 1,978 shares 1,978 $341K 0.02% -165 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,471 shares 4,471 $340K 0.02% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 3,606 shares; 2025Q1: 4,007 shares; 2025Q2: 4,616 shares 4,616 $339K 0.02% +609 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,216 shares; 2025Q1: 1,375 shares; 2025Q2: 1,715 shares 1,715 $339K 0.02% +340 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,355 shares; 2025Q1: 3,150 shares; 2025Q2: 3,353 shares 3,353 $339K 0.02% +203 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 2,618 shares; 2025Q1: 2,507 shares; 2025Q2: 1,743 shares 1,743 $339K 0.02% -764 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,651 shares; 2025Q1: 2,051 shares; 2025Q2: 1,546 shares 1,546 $338K 0.02% -505 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,993 shares; 2024Q4: 15,901 shares; 2025Q1: 15,421 shares; 2025Q2: 17,828 shares 17,828 $338K 0.02% +2,407 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,692 shares; 2024Q4: 20,685 shares; 2025Q1: 18,206 shares; 2025Q2: 37,568 shares 37,568 $335K 0.02% +19,362 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,354 shares 9,354 $335K 0.02% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,484 shares; 2024Q4: 40,645 shares; 2025Q1: 35,732 shares; 2025Q2: 36,491 shares 36,491 $335K 0.02% +759 UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,581 shares; 2024Q4: 8,442 shares; 2025Q1: 9,047 shares; 2025Q2: 9,186 shares 9,186 $335K 0.02% +139 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,309 shares 4,309 $332K 0.02% new Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,642 shares; 2025Q1: 6,542 shares; 2025Q2: 5,888 shares 5,888 $332K 0.02% -654 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,092 shares; 2025Q2: 1,399 shares 1,399 $329K 0.02% +307 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,583 shares; 2025Q1: 1,634 shares; 2025Q2: 1,577 shares 1,577 $329K 0.02% -57 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,656 shares; 2025Q1: 2,049 shares; 2025Q2: 2,143 shares 2,143 $329K 0.02% +94 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,049 shares; 2025Q1: 1,198 shares; 2025Q2: 1,356 shares 1,356 $326K 0.02% +158 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 3,917 shares; 2025Q1: 3,669 shares; 2025Q2: 2,038 shares 2,038 $321K 0.02% -1,631 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 7,900 shares; 2025Q1: 7,423 shares; 2025Q2: 7,967 shares 7,967 $321K 0.02% +544 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 937 shares 937 $316K 0.02% new Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,931 shares 6,931 $315K 0.02% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,648 shares; 2025Q2: 2,080 shares 2,080 $315K 0.02% +432 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,783 shares; 2024Q4: 16,843 shares; 2025Q1: 15,293 shares; 2025Q2: 24,161 shares 24,161 $313K 0.02% +8,868 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 4,026 shares; 2025Q1: 4,228 shares; 2025Q2: 4,060 shares 4,060 $308K 0.02% -168 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 877 shares; 2025Q1: 942 shares; 2025Q2: 974 shares 974 $306K 0.02% +32 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 2,523 shares; 2025Q1: 2,544 shares; 2025Q2: 2,546 shares 2,546 $306K 0.02% +2 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,133 shares 2,133 $306K 0.02% new Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,317 shares 4,317 $303K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,898 shares; 2025Q1: 4,436 shares; 2025Q2: 4,206 shares 4,206 $303K 0.02% -230 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,386 shares 14,386 $302K 0.02% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: not reported; 2025Q1: 4,254 shares; 2025Q2: 3,739 shares 3,739 $301K 0.02% -515 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,493 shares; 2025Q1: 8,362 shares; 2025Q2: 8,159 shares 8,159 $300K 0.02% -203 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,644 shares 8,644 $297K 0.02% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,286 shares 7,286 $296K 0.02% new Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,668 shares; 2025Q1: not reported; 2025Q2: 3,817 shares 3,817 $293K 0.02% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,973 shares; 2025Q2: 2,494 shares 2,494 $292K 0.02% +521 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,180 shares; 2025Q1: 1,356 shares; 2025Q2: 1,644 shares 1,644 $289K 0.01% +288 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,979 shares; 2025Q2: 10,492 shares 10,492 $288K 0.01% +1,513 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,540 shares; 2024Q4: 39,540 shares; 2025Q1: 39,540 shares; 2025Q2: 39,540 shares 39,540 $287K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,810 shares; 2025Q2: 1,259 shares 1,259 $286K 0.01% -551 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 912 shares; 2025Q1: 1,124 shares; 2025Q2: 1,085 shares 1,085 $285K 0.01% -39 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 5,851 shares; 2025Q1: 7,214 shares; 2025Q2: 6,041 shares 6,041 $283K 0.01% -1,173 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,985 shares; 2025Q1: 2,094 shares; 2025Q2: 2,461 shares 2,461 $281K 0.01% +367 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,224 shares; 2025Q1: not reported; 2025Q2: 5,347 shares 5,347 $280K 0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 3,521 shares; 2025Q1: 3,083 shares; 2025Q2: 2,789 shares 2,789 $274K 0.01% -294 Timeline