TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,997,680 shares; 2024Q4: 3,997,680 shares; 2025Q1: 3,997,680 shares; 2025Q2: 3,997,680 shares 3,997,680 $353M 7.84% 0 Timeline SPTL 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: 10,956,900 shares; 2024Q4: 10,956,900 shares; 2025Q1: 10,956,900 shares; 2025Q2: 10,956,900 shares 10,956,900 $291M 6.48% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063,500 shares; 2024Q4: 3,063,500 shares; 2025Q1: 3,063,500 shares; 2025Q2: 3,063,500 shares 3,063,500 $172M 3.82% 0 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: 219,189 shares; 2024Q4: 201,402 shares; 2025Q1: 625,424 shares; 2025Q2: 668,507 shares 668,507 $137M 3.05% +43,083 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: 1,833,361 shares; 2024Q4: 1,991,361 shares; 2025Q1: 2,339,047 shares; 2025Q2: 2,908,345 shares 2,908,345 $126M 2.8% +569,298 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: 414,942 shares; 2024Q4: 533,957 shares; 2025Q1: 751,735 shares; 2025Q2: 753,735 shares 753,735 $120M 2.67% +2,000 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: 1,173,424 shares; 2024Q4: 590,086 shares; 2025Q1: 311,956 shares; 2025Q2: 660,551 shares 660,551 $116M 2.59% +348,595 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: 1,895,302 shares; 2024Q4: 1,895,302 shares; 2025Q1: 1,895,302 shares; 2025Q2: 1,895,302 shares 1,895,302 $109M 2.43% 0 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: 533,749 shares; 2024Q4: 257,737 shares; 2025Q1: 319,018 shares; 2025Q2: 484,546 shares 484,546 $106M 2.36% +165,528 Timeline HYG 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: 1,284,652 shares; 2024Q4: 1,284,652 shares; 2025Q1: 1,284,652 shares; 2025Q2: 1,284,652 shares 1,284,652 $104M 2.3% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,876 shares; 2024Q4: 125,386 shares; 2025Q1: 1,590 shares; 2025Q2: 271,077 shares 271,077 $96.2M 2.14% +269,487 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: 61,898 shares; 2024Q4: 118,406 shares; 2025Q1: 74,368 shares; 2025Q2: 96,435 shares 96,435 $95.5M 2.12% +22,067 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: 414 shares; 2024Q4: 414 shares; 2025Q1: 61,223 shares; 2025Q2: 146,054 shares 146,054 $79.4M 1.76% +84,831 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: 658,863 shares; 2024Q4: 633,863 shares; 2025Q1: 632,668 shares; 2025Q2: 630,620 shares 630,620 $78.2M 1.74% -2,048 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: 41,303 shares; 2024Q4: 50,037 shares; 2025Q1: 84,052 shares; 2025Q2: 56,298 shares 56,298 $75.4M 1.68% -27,754 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: 393,912 shares; 2024Q4: 336,206 shares; 2025Q1: 399,929 shares; 2025Q2: 144,842 shares 144,842 $72M 1.6% -255,087 Timeline IGV 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: 62,476 shares; 2024Q4: 305,529 shares; 2025Q1: 582,423 shares; 2025Q2: 654,352 shares 654,352 $71.7M 1.59% +71,929 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: 1,778,657 shares; 2024Q4: 1,632,570 shares; 2025Q1: 2,167,458 shares; 2025Q2: 1,635,207 shares 1,635,207 $70.9M 1.58% -532,251 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: 1,208,049 shares; 2024Q4: 932,522 shares; 2025Q1: 1,478,499 shares; 2025Q2: 1,478,499 shares 1,478,499 $70M 1.56% 0 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: 626,942 shares; 2024Q4: 626,942 shares; 2025Q1: 626,942 shares; 2025Q2: 626,942 shares 626,942 $65.9M 1.47% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,402 shares; 2024Q4: 361,031 shares; 2025Q1: 375,893 shares; 2025Q2: 372,781 shares 372,781 $52.9M 1.18% -3,112 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: 58,842 shares; 2024Q4: 9,248 shares; 2025Q1: 215,361 shares; 2025Q2: 190,750 shares 190,750 $52.6M 1.17% -24,611 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: not reported; 2024Q4: 143,204 shares; 2025Q1: 207,562 shares; 2025Q2: 207,562 shares 207,562 $52.6M 1.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561,441 shares 561,441 $52.4M 1.16% new 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: 87,188 shares; 2024Q4: 89,155 shares; 2025Q1: 90,563 shares; 2025Q2: 98,323 shares 98,323 $50.4M 1.12% +7,760 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: 744,959 shares; 2024Q4: 734,951 shares; 2025Q1: 696,987 shares; 2025Q2: 691,256 shares 691,256 $49.1M 1.09% -5,731 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: 23,409 shares; 2024Q4: 228,049 shares; 2025Q1: 274,828 shares; 2025Q2: 206,298 shares 206,298 $49.1M 1.09% -68,530 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490,978 shares; 2024Q4: 4,490,978 shares; 2025Q1: 4,490,978 shares; 2025Q2: 4,306,602 shares 4,306,602 $48.6M 1.08% -184,376 Timeline APTV APTIV PLC More: the full row for APTIV 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: 704,860 shares; 2025Q1: 690,984 shares; 2025Q2: 688,665 shares 688,665 $47M 1.04% -2,319 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: 1,281,628 shares; 2024Q4: 943,596 shares; 2025Q1: 943,596 shares; 2025Q2: 941,519 shares 941,519 $43.6M 0.97% -2,077 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: 552,221 shares; 2024Q4: 552,221 shares; 2025Q1: 552,221 shares; 2025Q2: 552,221 shares 552,221 $43.2M 0.96% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768,652 shares; 2024Q4: 1,768,652 shares; 2025Q1: 1,768,652 shares; 2025Q2: 1,768,652 shares 1,768,652 $42.9M 0.95% 0 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: not reported; 2024Q4: 934,098 shares; 2025Q1: 1,153,788 shares; 2025Q2: 437,789 shares 437,789 $42.8M 0.95% -715,999 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: not reported; 2024Q4: 53,900 shares; 2025Q1: 28,556 shares; 2025Q2: 149,010 shares 149,010 $41.1M 0.91% +120,454 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: 4,544 shares; 2024Q4: 2,544 shares; 2025Q1: 49,971 shares; 2025Q2: 37,454 shares 37,454 $38.5M 0.86% -12,517 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: 151,419 shares; 2024Q4: 7,764 shares; 2025Q1: 140,250 shares; 2025Q2: 140,250 shares 140,250 $38.2M 0.85% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,693 shares; 2024Q4: 261,800 shares; 2025Q1: 561,887 shares; 2025Q2: 556,155 shares 556,155 $37.8M 0.84% -5,732 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: not reported; 2024Q4: 175,666 shares; 2025Q1: 175,666 shares; 2025Q2: 120,872 shares 120,872 $37.7M 0.84% -54,794 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: 201,279 shares; 2024Q4: 306,305 shares; 2025Q1: 342,089 shares; 2025Q2: 342,089 shares 342,089 $37.4M 0.83% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247,405 shares; 2024Q4: 1,244,260 shares; 2025Q1: 1,244,245 shares; 2025Q2: 1,244,047 shares 1,244,047 $37.2M 0.83% -198 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: 108,961 shares; 2024Q4: 304,274 shares; 2025Q1: 261,045 shares; 2025Q2: 238,784 shares 238,784 $36.5M 0.81% -22,261 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 610,183 shares; 2025Q1: 844,218 shares; 2025Q2: 689,300 shares 689,300 $36.1M 0.8% -154,918 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: 133,191 shares; 2024Q4: 192,191 shares; 2025Q1: 192,191 shares; 2025Q2: 191,946 shares 191,946 $35.1M 0.78% -245 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: 5,645 shares; 2024Q4: 99,558 shares; 2025Q1: 62,110 shares; 2025Q2: 66,110 shares 66,110 $34.9M 0.78% +4,000 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 219,065 shares; 2025Q1: 247,496 shares; 2025Q2: 247,496 shares 247,496 $33.6M 0.75% 0 Timeline JNK 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: 337,566 shares; 2024Q4: 337,566 shares; 2025Q1: 337,566 shares; 2025Q2: 337,566 shares 337,566 $32.8M 0.73% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,234 shares; 2024Q4: 217,330 shares; 2025Q1: 217,330 shares; 2025Q2: 218,563 shares 218,563 $32.2M 0.72% +1,233 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: 434,770 shares; 2024Q4: 434,226 shares; 2025Q1: 433,581 shares; 2025Q2: 433,028 shares 433,028 $32.2M 0.72% -553 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: 173,603 shares; 2024Q4: 43,750 shares; 2025Q1: 59,559 shares; 2025Q2: 56,154 shares 56,154 $31.9M 0.71% -3,405 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: 84,344 shares; 2024Q4: 85,770 shares; 2025Q1: 85,215 shares; 2025Q2: 81,820 shares 81,820 $31.7M 0.7% -3,395 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: 507,122 shares; 2024Q4: 457,694 shares; 2025Q1: 341,051 shares; 2025Q2: 197,308 shares 197,308 $31.2M 0.69% -143,743 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: 1,455,140 shares; 2024Q4: 1,401,037 shares; 2025Q1: 1,369,966 shares; 2025Q2: 1,356,807 shares 1,356,807 $30.4M 0.68% -13,159 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: 152,378 shares; 2024Q4: 13,800 shares; 2025Q1: 53,353 shares; 2025Q2: 53,353 shares 53,353 $29.4M 0.65% 0 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: not reported; 2024Q4: 15,966 shares; 2025Q1: 11,126 shares; 2025Q2: 36,697 shares 36,697 $28.6M 0.64% +25,571 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: 463,497 shares; 2024Q4: 441,757 shares; 2025Q1: 411,413 shares; 2025Q2: 411,194 shares 411,194 $28.4M 0.63% -219 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: not reported; 2024Q4: 298,353 shares; 2025Q1: 62,424 shares; 2025Q2: 174,394 shares 174,394 $27.8M 0.62% +111,970 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: 224,192 shares; 2024Q4: 200,544 shares; 2025Q1: 200,544 shares; 2025Q2: 200,544 shares 200,544 $27M 0.6% 0 Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,079,453 shares; 2024Q4: 3,079,453 shares; 2025Q1: 3,079,453 shares; 2025Q2: 3,060,384 shares 3,060,384 $26.8M 0.6% -19,069 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,647 shares; 2025Q2: 139,647 shares 139,647 $25.4M 0.56% 0 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: 264,263 shares; 2024Q4: 263,258 shares; 2025Q1: 261,733 shares; 2025Q2: 196,635 shares 196,635 $24.2M 0.54% -65,098 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: 86,010 shares; 2024Q4: 115,810 shares; 2025Q1: 111,837 shares; 2025Q2: 110,280 shares 110,280 $24.1M 0.54% -1,557 Timeline VLUE 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: 414,688 shares; 2024Q4: 228,525 shares; 2025Q1: 205,000 shares; 2025Q2: 205,000 shares 205,000 $23.2M 0.52% 0 Timeline TRTX TPG RE FIN TR INC More: the full row for TPG RE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853,485 shares; 2024Q4: 2,853,485 shares; 2025Q1: 2,853,485 shares; 2025Q2: 2,821,091 shares 2,821,091 $21.8M 0.48% -32,394 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: not reported; 2024Q4: 184,231 shares; 2025Q1: 184,231 shares; 2025Q2: 95,766 shares 95,766 $21.2M 0.47% -88,465 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: 8,564 shares; 2024Q4: 182,811 shares; 2025Q1: 372,097 shares; 2025Q2: 193,667 shares 193,667 $20.9M 0.46% -178,430 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: 54,542 shares; 2024Q4: 90,327 shares; 2025Q1: 64,100 shares; 2025Q2: 34,680 shares 34,680 $19.5M 0.43% -29,420 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: 379,031 shares; 2024Q4: 377,521 shares; 2025Q1: 366,203 shares; 2025Q2: 362,506 shares 362,506 $19M 0.42% -3,697 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: 149,529 shares; 2024Q4: 64,367 shares; 2025Q1: 246,578 shares; 2025Q2: 244,915 shares 244,915 $19M 0.42% -1,663 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219,327 shares 219,327 $18.9M 0.42% new Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,511 shares; 2024Q4: 517,579 shares; 2025Q1: 517,579 shares; 2025Q2: 517,579 shares 517,579 $18.4M 0.41% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,000 shares; 2025Q1: 103,880 shares; 2025Q2: 103,880 shares 103,880 $18.3M 0.41% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 72,892 shares; 2025Q1: 25,174 shares; 2025Q2: 22,528 shares 22,528 $18.1M 0.4% -2,646 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: 61,489 shares; 2024Q4: 61,489 shares; 2025Q1: 61,489 shares; 2025Q2: 61,489 shares 61,489 $18M 0.4% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 252,727 shares; 2025Q1: 103,051 shares; 2025Q2: 63,871 shares 63,871 $17.8M 0.4% -39,180 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: 2,344 shares; 2024Q4: 2,344 shares; 2025Q1: 170,567 shares; 2025Q2: 84,489 shares 84,489 $17.5M 0.39% -86,078 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: 736,382 shares; 2024Q4: 243,792 shares; 2025Q1: not reported; 2025Q2: 157,989 shares 157,989 $17.5M 0.39% new Timeline EWJ 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: 126,000 shares; 2024Q4: 126,000 shares; 2025Q1: 173,000 shares; 2025Q2: 224,000 shares 224,000 $16.8M 0.37% +51,000 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,535 shares; 2025Q1: 121,535 shares; 2025Q2: 121,535 shares 121,535 $16.4M 0.36% 0 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: not reported; 2024Q4: 107,092 shares; 2025Q1: 127,902 shares; 2025Q2: 127,902 shares 127,902 $15.8M 0.35% 0 Timeline EZU 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: not reported; 2024Q4: not reported; 2025Q1: 163,000 shares; 2025Q2: 260,800 shares 260,800 $15.5M 0.34% +97,800 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,523 shares; 2025Q1: 7,523 shares; 2025Q2: 513,048 shares 513,048 $15.1M 0.34% +505,525 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL 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: 210,384 shares 210,384 $14.2M 0.32% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,200 shares; 2025Q2: 77,200 shares 77,200 $14.1M 0.31% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,671 shares; 2024Q4: 760,671 shares; 2025Q1: 760,671 shares; 2025Q2: 760,671 shares 760,671 $12.6M 0.28% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,180 shares; 2025Q2: 137,180 shares 137,180 $12.4M 0.27% +47,000 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371,855 shares; 2024Q4: 791,128 shares; 2025Q1: 791,128 shares; 2025Q2: 791,128 shares 791,128 $12.2M 0.27% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,695 shares; 2024Q4: 27,093 shares; 2025Q1: 27,093 shares; 2025Q2: 27,093 shares 27,093 $10.5M 0.23% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,166 shares; 2025Q2: 20,706 shares 20,706 $10.1M 0.23% +540 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,995 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares 55,000 $9.41M 0.21% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,622 shares; 2024Q4: 758,622 shares; 2025Q1: 301,101 shares; 2025Q2: 301,101 shares 301,101 $7.97M 0.18% 0 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: 39,815 shares; 2024Q4: 39,815 shares; 2025Q1: not reported; 2025Q2: 37,186 shares 37,186 $7.57M 0.17% new Timeline KBWB 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: 99,650 shares; 2025Q2: 99,650 shares 99,650 $7.14M 0.16% 0 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: 260,118 shares; 2024Q4: 260,118 shares; 2025Q1: 222,835 shares; 2025Q2: 170,968 shares 170,968 $5.78M 0.13% -51,867 Timeline TLH 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: 54,700 shares; 2024Q4: 54,700 shares; 2025Q1: 54,700 shares; 2025Q2: 54,700 shares 54,700 $5.56M 0.12% 0 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 75,701 shares 75,701 $5.39M 0.12% new Timeline XBI 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: 64,864 shares; 2024Q4: 64,864 shares; 2025Q1: 64,864 shares; 2025Q2: 61,464 shares 61,464 $5.1M 0.11% -3,400 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,000 shares; 2025Q2: 30,000 shares 30,000 $4.17M 0.09% -52,000 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,500 shares; 2024Q4: 85,500 shares; 2025Q1: 85,500 shares; 2025Q2: 85,400 shares 85,400 $3.82M 0.09% -100 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,000 shares; 2024Q4: not reported; 2025Q1: 110,000 shares; 2025Q2: 110,000 shares 110,000 $3.59M 0.08% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,993 shares; 2024Q4: 42,870 shares; 2025Q1: 40,831 shares; 2025Q2: 37,617 shares 37,617 $3.59M 0.08% -3,214 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: 67,405 shares; 2024Q4: 7,294 shares; 2025Q1: 70,839 shares; 2025Q2: 10,920 shares 10,920 $3.47M 0.08% -59,919 Timeline MCHI 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: 77,750 shares; 2024Q4: 77,750 shares; 2025Q1: not reported; 2025Q2: 61,000 shares 61,000 $3.36M 0.07% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247,991 shares; 2025Q1: not reported; 2025Q2: 55,000 shares 55,000 $2.86M 0.06% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,888 shares; 2024Q4: 36,888 shares; 2025Q1: 36,888 shares; 2025Q2: 36,888 shares 36,888 $2.6M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 45,210 shares; 2025Q2: 14,611 shares 14,611 $2.55M 0.06% -30,599 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: 183,850 shares; 2024Q4: 6,302 shares; 2025Q1: 6,302 shares; 2025Q2: 6,302 shares 6,302 $1.94M 0.04% 0 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: 26,795 shares; 2024Q4: 26,369 shares; 2025Q1: 26,037 shares; 2025Q2: 25,615 shares 25,615 $1.91M 0.04% -422 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: 24,322 shares; 2024Q4: 24,011 shares; 2025Q1: 23,835 shares; 2025Q2: 23,618 shares 23,618 $1.91M 0.04% -217 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares 25,000 $1.57M 0.03% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,742 shares; 2024Q4: 114,135 shares; 2025Q1: 17,129 shares; 2025Q2: 1,978 shares 1,978 $1.46M 0.03% -15,151 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: 53,322 shares; 2024Q4: 2,688 shares; 2025Q1: 2,688 shares; 2025Q2: 2,686 shares 2,686 $1.09M 0.02% -2 Timeline KRE 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: 18,022 shares; 2024Q4: 18,022 shares; 2025Q1: 18,022 shares; 2025Q2: 18,022 shares 18,022 $1.07M 0.02% 0 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: 5,430 shares; 2024Q4: 5,430 shares; 2025Q1: 5,430 shares; 2025Q2: 5,310 shares 5,310 $837K 0.02% -120 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: 410,707 shares; 2024Q4: 354,998 shares; 2025Q1: 9,291 shares; 2025Q2: 9,291 shares 9,291 $810K 0.02% 0 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: 150,686 shares; 2024Q4: 105,069 shares; 2025Q1: 5,069 shares; 2025Q2: 5,069 shares 5,069 $606K 0.01% 0 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: 5,192 shares; 2024Q4: 5,192 shares; 2025Q1: 5,192 shares; 2025Q2: 5,162 shares 5,162 $571K 0.01% -30 Timeline