VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,411 shares; 2024Q4: 105,486 shares; 2025Q1: 110,332 shares; 2025Q2: 230,799 shares 230,799 $13.8M 3.06% +120,467 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,343 shares; 2024Q4: 253,578 shares; 2025Q1: 255,321 shares; 2025Q2: 274,486 shares 274,486 $13.6M 3.01% +19,165 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: 117,031 shares; 2024Q4: 119,242 shares; 2025Q1: 119,610 shares; 2025Q2: 163,643 shares 163,643 $13.6M 3.01% +44,033 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,371 shares; 2024Q4: 107,340 shares; 2025Q1: 108,134 shares; 2025Q2: 109,982 shares 109,982 $12.1M 2.68% +1,848 Timeline LQD 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: 92,118 shares; 2024Q4: 91,169 shares; 2025Q1: 91,622 shares; 2025Q2: 103,851 shares 103,851 $11.4M 2.52% +12,229 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,762 shares; 2024Q4: 105,680 shares; 2025Q1: 108,080 shares; 2025Q2: 110,498 shares 110,498 $10.6M 2.35% +2,418 Timeline SHY 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: 128,530 shares; 2024Q4: 127,942 shares; 2025Q1: 127,579 shares; 2025Q2: 126,067 shares 126,067 $10.4M 2.32% -1,512 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: 12,613 shares; 2024Q4: 11,594 shares; 2025Q1: 12,317 shares; 2025Q2: 50,296 shares 50,296 $10.3M 2.29% +37,979 Timeline IVE 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: 5,404 shares; 2024Q4: 5,240 shares; 2025Q1: 5,341 shares; 2025Q2: 52,571 shares 52,571 $10.3M 2.28% +47,230 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: 10,759 shares; 2024Q4: 10,324 shares; 2025Q1: 10,526 shares; 2025Q2: 91,594 shares 91,594 $10.1M 2.24% +81,068 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,310 shares; 2024Q4: 95,862 shares; 2025Q1: 97,208 shares; 2025Q2: 97,552 shares 97,552 $9.49M 2.1% +344 Timeline BWX 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: 362,003 shares; 2024Q4: 348,230 shares; 2025Q1: 356,733 shares; 2025Q2: 377,753 shares 377,753 $8.87M 1.97% +21,020 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: 81,229 shares; 2024Q4: 81,442 shares; 2025Q1: 82,641 shares; 2025Q2: 81,652 shares 81,652 $8.3M 1.84% -989 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: 68,386 shares; 2024Q4: 69,133 shares; 2025Q1: 69,232 shares; 2025Q2: 69,490 shares 69,490 $5.6M 1.24% +258 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: 38,401 shares; 2024Q4: 34,474 shares; 2025Q1: 32,223 shares; 2025Q2: 33,087 shares 33,087 $5.23M 1.16% +864 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: 6,147 shares; 2024Q4: 5,780 shares; 2025Q1: 5,973 shares; 2025Q2: 10,416 shares 10,416 $5.18M 1.15% +4,443 Timeline SHV 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: 39,811 shares; 2024Q4: 55,164 shares; 2025Q1: 44,374 shares; 2025Q2: 38,417 shares 38,417 $4.24M 0.94% -5,957 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,813 shares; 2024Q4: 52,995 shares; 2025Q1: 93,390 shares; 2025Q2: 45,103 shares 45,103 $4.14M 0.92% -48,287 Timeline IJJ 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: 3,028 shares; 2024Q4: 2,993 shares; 2025Q1: 3,558 shares; 2025Q2: 32,801 shares 32,801 $4.05M 0.9% +29,243 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,207 shares; 2024Q4: 13,034 shares; 2025Q1: 12,801 shares; 2025Q2: 61,694 shares 61,694 $3.92M 0.87% +48,893 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: 4,680 shares; 2024Q4: 4,879 shares; 2025Q1: 4,542 shares; 2025Q2: 5,280 shares 5,280 $3.9M 0.86% +738 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,819 shares; 2025Q1: 5,437 shares; 2025Q2: 42,329 shares 42,329 $3.85M 0.85% +36,892 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,017 shares; 2024Q4: 43,306 shares; 2025Q1: 44,653 shares; 2025Q2: 37,948 shares 37,948 $3.82M 0.85% -6,705 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: 5,890 shares; 2024Q4: 5,892 shares; 2025Q1: 5,840 shares; 2025Q2: 32,607 shares 32,607 $3.65M 0.81% +26,767 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: 12,720 shares; 2024Q4: 11,552 shares; 2025Q1: 12,937 shares; 2025Q2: 14,543 shares 14,543 $3.19M 0.71% +1,606 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: 25,990 shares; 2024Q4: 34,541 shares; 2025Q1: 24,516 shares; 2025Q2: 39,848 shares 39,848 $2.93M 0.65% +15,332 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: 10,193 shares; 2024Q4: 10,180 shares; 2025Q1: 10,013 shares; 2025Q2: 9,720 shares 9,720 $2.82M 0.62% -293 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 3,783 shares; 2025Q1: 3,839 shares; 2025Q2: 9,230 shares 9,230 $2.81M 0.62% +5,391 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,861 shares; 2025Q1: 2,036 shares; 2025Q2: 6,322 shares 6,322 $2.77M 0.61% +4,286 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: 4,877 shares; 2024Q4: 5,058 shares; 2025Q1: 5,613 shares; 2025Q2: 15,149 shares 15,149 $2.68M 0.59% +9,536 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: 15,015 shares; 2024Q4: 13,769 shares; 2025Q1: 13,943 shares; 2025Q2: 14,933 shares 14,933 $2.65M 0.59% +990 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: 1,909 shares; 2024Q4: 1,906 shares; 2025Q1: 1,895 shares; 2025Q2: 5,366 shares 5,366 $2.61M 0.58% +3,471 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: 36,783 shares; 2024Q4: 33,008 shares; 2025Q1: 37,062 shares; 2025Q2: 111,147 shares 111,147 $2.55M 0.57% +74,085 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: 1,095 shares; 2024Q4: 1,065 shares; 2025Q1: 771 shares; 2025Q2: 1,897 shares 1,897 $2.54M 0.56% +1,126 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: 13,040 shares; 2024Q4: 13,051 shares; 2025Q1: 13,087 shares; 2025Q2: 25,894 shares 25,894 $2.53M 0.56% +12,807 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: 7,631 shares; 2024Q4: 6,947 shares; 2025Q1: 7,103 shares; 2025Q2: 7,125 shares 7,125 $2.53M 0.56% +22 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: 3,086 shares; 2024Q4: 3,063 shares; 2025Q1: 3,182 shares; 2025Q2: 3,178 shares 3,178 $2.5M 0.55% -4 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: 39,966 shares; 2024Q4: 36,202 shares; 2025Q1: 33,848 shares; 2025Q2: 35,077 shares 35,077 $2.43M 0.54% +1,229 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: 4,107 shares; 2024Q4: 4,052 shares; 2025Q1: 4,070 shares; 2025Q2: 7,578 shares 7,578 $2.41M 0.53% +3,508 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: 2,966 shares; 2024Q4: 6,482 shares; 2025Q1: 2,032 shares; 2025Q2: 3,850 shares 3,850 $2.38M 0.53% +1,818 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: 3,414 shares; 2024Q4: 3,928 shares; 2025Q1: 1,868 shares; 2025Q2: 4,181 shares 4,181 $2.31M 0.51% +2,313 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,389 shares; 2024Q4: 18,281 shares; 2025Q1: 17,603 shares; 2025Q2: 22,209 shares 22,209 $2.2M 0.49% +4,606 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: 1,004 shares; 2024Q4: 988 shares; 2025Q1: 855 shares; 2025Q2: 2,192 shares 2,192 $2.17M 0.48% +1,337 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: 919 shares; 2024Q4: 895 shares; 2025Q1: 958 shares; 2025Q2: 2,718 shares 2,718 $2.12M 0.47% +1,760 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: 11,416 shares; 2024Q4: 10,592 shares; 2025Q1: 11,200 shares; 2025Q2: 13,814 shares 13,814 $2.11M 0.47% +2,614 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: 8,998 shares; 2024Q4: 10,383 shares; 2025Q1: 5,294 shares; 2025Q2: 11,490 shares 11,490 $2.09M 0.46% +6,196 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: not reported; 2024Q4: not reported; 2025Q1: 2,192 shares; 2025Q2: 6,539 shares 6,539 $2.09M 0.46% +4,347 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,270 shares 71,270 $2.08M 0.46% new 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: 2,393 shares; 2024Q4: 8,611 shares; 2025Q1: 2,397 shares; 2025Q2: 6,845 shares 6,845 $2.08M 0.46% +4,448 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: 3,714 shares; 2024Q4: 4,286 shares; 2025Q1: 2,179 shares; 2025Q2: 4,717 shares 4,717 $2.08M 0.46% +2,538 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,074 shares 24,074 $2.01M 0.45% new Timeline IJT 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: 1,635 shares; 2024Q4: 1,673 shares; 2025Q1: 1,752 shares; 2025Q2: 13,783 shares 13,783 $1.83M 0.41% +12,031 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: 15,518 shares; 2024Q4: 15,904 shares; 2025Q1: 16,150 shares; 2025Q2: 18,830 shares 18,830 $1.79M 0.4% +2,680 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: 5,094 shares; 2024Q4: 5,071 shares; 2025Q1: 8,161 shares; 2025Q2: 8,064 shares 8,064 $1.79M 0.4% -97 Timeline IJS 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: 1,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,940 shares 17,940 $1.78M 0.4% new Timeline VOE 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: 2,752 shares; 2024Q4: 2,810 shares; 2025Q1: 3,095 shares; 2025Q2: 10,767 shares 10,767 $1.77M 0.39% +7,672 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: 3,582 shares; 2024Q4: 3,452 shares; 2025Q1: 3,729 shares; 2025Q2: 4,538 shares 4,538 $1.76M 0.39% +809 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: 4,669 shares; 2024Q4: 4,577 shares; 2025Q1: 5,868 shares; 2025Q2: 9,897 shares 9,897 $1.74M 0.39% +4,029 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 4,295 shares; 2025Q1: 2,024 shares; 2025Q2: 6,082 shares 6,082 $1.74M 0.38% +4,058 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: 8,474 shares; 2024Q4: 7,222 shares; 2025Q1: 7,685 shares; 2025Q2: 10,021 shares 10,021 $1.66M 0.37% +2,336 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: 1,924 shares; 2024Q4: 1,936 shares; 2025Q1: 2,057 shares; 2025Q2: 5,526 shares 5,526 $1.57M 0.35% +3,469 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,339 shares 56,339 $1.56M 0.35% new 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: 7,894 shares; 2024Q4: 5,769 shares; 2025Q1: 5,353 shares; 2025Q2: 6,841 shares 6,841 $1.55M 0.34% +1,488 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: 5,334 shares; 2024Q4: 5,402 shares; 2025Q1: 5,294 shares; 2025Q2: 5,512 shares 5,512 $1.47M 0.33% +218 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: 2,916 shares; 2024Q4: 2,895 shares; 2025Q1: 2,835 shares; 2025Q2: 2,749 shares 2,749 $1.47M 0.33% -86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,754 shares 10,754 $1.46M 0.32% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,937 shares 7,937 $1.45M 0.32% new 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: 8,134 shares; 2024Q4: 8,191 shares; 2025Q1: 9,759 shares; 2025Q2: 9,973 shares 9,973 $1.4M 0.31% +214 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: 3,191 shares; 2024Q4: 3,014 shares; 2025Q1: 5,017 shares; 2025Q2: 4,322 shares 4,322 $1.39M 0.31% -695 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: 1,851 shares; 2024Q4: 1,855 shares; 2025Q1: 1,901 shares; 2025Q2: 1,969 shares 1,969 $1.39M 0.31% +68 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: 3,413 shares; 2024Q4: 3,280 shares; 2025Q1: 3,456 shares; 2025Q2: 4,210 shares 4,210 $1.39M 0.31% +754 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: 10,846 shares; 2024Q4: 9,385 shares; 2025Q1: 7,856 shares; 2025Q2: 12,781 shares 12,781 $1.38M 0.31% +4,925 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: 15,316 shares; 2024Q4: 18,162 shares; 2025Q1: 14,753 shares; 2025Q2: 17,079 shares 17,079 $1.37M 0.3% +2,326 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: 6,769 shares; 2024Q4: 4,581 shares; 2025Q1: 4,155 shares; 2025Q2: 4,747 shares 4,747 $1.31M 0.29% +592 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,026 shares; 2024Q4: 10,088 shares; 2025Q1: 10,035 shares; 2025Q2: 10,882 shares 10,882 $1.27M 0.28% +847 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: 6,433 shares; 2024Q4: 6,495 shares; 2025Q1: 6,493 shares; 2025Q2: 7,005 shares 7,005 $1.26M 0.28% +512 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: 6,546 shares; 2024Q4: 6,625 shares; 2025Q1: 6,685 shares; 2025Q2: 6,862 shares 6,862 $1.25M 0.28% +177 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,106 shares; 2024Q4: 8,950 shares; 2025Q1: 9,235 shares; 2025Q2: 28,037 shares 28,037 $1.21M 0.27% +18,802 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: 3,561 shares; 2024Q4: 3,585 shares; 2025Q1: 3,676 shares; 2025Q2: 6,110 shares 6,110 $1.13M 0.25% +2,434 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,458 shares; 2025Q1: 6,484 shares; 2025Q2: 7,075 shares 7,075 $1.12M 0.25% +591 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: 1,504 shares; 2024Q4: 1,506 shares; 2025Q1: 1,882 shares; 2025Q2: 1,947 shares 1,947 $1.09M 0.24% +65 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: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 188 shares 188 $1.09M 0.24% +14 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: 4,437 shares; 2024Q4: 4,380 shares; 2025Q1: 4,485 shares; 2025Q2: 6,559 shares 6,559 $1.04M 0.23% +2,074 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,816 shares; 2024Q4: 9,870 shares; 2025Q1: 9,889 shares; 2025Q2: 10,046 shares 10,046 $1.04M 0.23% +157 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: 8,859 shares; 2024Q4: 8,926 shares; 2025Q1: 8,960 shares; 2025Q2: 9,349 shares 9,349 $1.04M 0.23% +389 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: 8,509 shares; 2024Q4: 8,344 shares; 2025Q1: not reported; 2025Q2: 9,579 shares 9,579 $1.01M 0.22% new 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: 955 shares; 2025Q2: 1,970 shares 1,970 $1.01M 0.22% +1,015 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: 569 shares; 2024Q4: 565 shares; 2025Q1: 652 shares; 2025Q2: 1,372 shares 1,372 $1M 0.22% +720 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: 13,113 shares; 2024Q4: 13,558 shares; 2025Q1: 13,837 shares; 2025Q2: 13,226 shares 13,226 $972K 0.22% -611 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: 940 shares; 2024Q4: 941 shares; 2025Q1: 939 shares; 2025Q2: 1,077 shares 1,077 $964K 0.21% +138 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: 16,094 shares; 2024Q4: 20,519 shares; 2025Q1: 16,178 shares; 2025Q2: 16,461 shares 16,461 $960K 0.21% +283 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: 5,709 shares; 2024Q4: 4,583 shares; 2025Q1: 6,002 shares; 2025Q2: 6,675 shares 6,675 $956K 0.21% +673 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,802 shares; 2025Q1: 1,788 shares; 2025Q2: 1,840 shares 1,840 $943K 0.21% +52 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,607 shares; 2025Q1: 6,724 shares; 2025Q2: 7,385 shares 7,385 $941K 0.21% +661 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: 4,747 shares; 2024Q4: 4,834 shares; 2025Q1: 4,963 shares; 2025Q2: 5,152 shares 5,152 $932K 0.21% +189 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: 4,391 shares; 2024Q4: 4,416 shares; 2025Q1: 4,439 shares; 2025Q2: 4,520 shares 4,520 $910K 0.2% +81 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: 2,889 shares; 2024Q4: 2,899 shares; 2025Q1: 2,970 shares; 2025Q2: 3,235 shares 3,235 $892K 0.2% +265 Timeline VBR 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: 1,211 shares; 2024Q4: 1,231 shares; 2025Q1: 1,318 shares; 2025Q2: 4,559 shares 4,559 $889K 0.2% +3,241 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,110 shares; 2024Q4: 26,662 shares; 2025Q1: 24,820 shares; 2025Q2: 25,960 shares 25,960 $878K 0.19% +1,140 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: 2,408 shares; 2024Q4: 2,414 shares; 2025Q1: 3,070 shares; 2025Q2: 2,997 shares 2,997 $868K 0.19% -73 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: 4,208 shares; 2024Q4: 4,224 shares; 2025Q1: 4,267 shares; 2025Q2: 5,386 shares 5,386 $858K 0.19% +1,119 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 7,051 shares; 2025Q1: 6,582 shares; 2025Q2: 7,013 shares 7,013 $849K 0.19% +431 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 6,002 shares; 2025Q1: 6,265 shares; 2025Q2: 6,814 shares 6,814 $847K 0.19% +549 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: 3,092 shares; 2024Q4: 3,097 shares; 2025Q1: 3,944 shares; 2025Q2: 3,844 shares 3,844 $840K 0.19% -100 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 16,036 shares; 2025Q1: 11,726 shares; 2025Q2: 17,119 shares 17,119 $839K 0.19% +5,393 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: 2,075 shares; 2024Q4: 1,848 shares; 2025Q1: 2,852 shares; 2025Q2: 3,774 shares 3,774 $826K 0.18% +922 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: 2,603 shares; 2024Q4: 2,609 shares; 2025Q1: 2,645 shares; 2025Q2: 2,747 shares 2,747 $824K 0.18% +102 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 $814K 0.18% 0 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: 1,077 shares; 2024Q4: 834 shares; 2025Q1: 777 shares; 2025Q2: 776 shares 776 $797K 0.18% -1 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: 3,365 shares; 2024Q4: 3,224 shares; 2025Q1: 7,632 shares; 2025Q2: 5,601 shares 5,601 $795K 0.18% -2,031 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,655 shares 31,655 $792K 0.18% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,113 shares; 2025Q1: 1,112 shares; 2025Q2: 1,129 shares 1,129 $789K 0.17% +17 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1,442 shares; 2025Q1: 2,625 shares; 2025Q2: 2,547 shares 2,547 $785K 0.17% -78 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: 5,773 shares; 2024Q4: 5,798 shares; 2025Q1: 5,809 shares; 2025Q2: 5,884 shares 5,884 $785K 0.17% +75 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: 2,161 shares; 2024Q4: 2,162 shares; 2025Q1: 2,163 shares; 2025Q2: 2,185 shares 2,185 $780K 0.17% +22 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,342 shares; 2025Q2: 1,010 shares 1,010 $775K 0.17% -332 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: 8,743 shares; 2024Q4: 8,852 shares; 2025Q1: 8,827 shares; 2025Q2: 9,011 shares 9,011 $771K 0.17% +184 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: 3,158 shares; 2024Q4: 3,175 shares; 2025Q1: 3,181 shares; 2025Q2: 3,224 shares 3,224 $767K 0.17% +43 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: not reported; 2024Q4: not reported; 2025Q1: 2,286 shares; 2025Q2: 2,183 shares 2,183 $765K 0.17% -103 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: 15,570 shares; 2024Q4: 14,190 shares; 2025Q1: 12,874 shares; 2025Q2: 15,238 shares 15,238 $754K 0.17% +2,364 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,571 shares; 2024Q4: 12,061 shares; 2025Q1: 15,374 shares; 2025Q2: 36,683 shares 36,683 $752K 0.17% +21,309 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,445 shares; 2024Q4: 8,540 shares; 2025Q1: 9,448 shares; 2025Q2: 10,554 shares 10,554 $751K 0.17% +1,106 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: 2,164 shares; 2024Q4: 2,176 shares; 2025Q1: 2,182 shares; 2025Q2: 2,386 shares 2,386 $749K 0.17% +204 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: 6,025 shares; 2024Q4: 6,077 shares; 2025Q1: 6,113 shares; 2025Q2: 6,225 shares 6,225 $745K 0.17% +112 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: 13,689 shares; 2024Q4: 12,508 shares; 2025Q1: 11,349 shares; 2025Q2: 12,327 shares 12,327 $740K 0.16% +978 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,318 shares; 2024Q4: 14,581 shares; 2025Q1: 16,040 shares; 2025Q2: 37,508 shares 37,508 $732K 0.16% +21,468 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: 4,426 shares; 2024Q4: 4,443 shares; 2025Q1: 4,339 shares; 2025Q2: 4,764 shares 4,764 $731K 0.16% +425 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: 4,168 shares; 2024Q4: 4,167 shares; 2025Q1: 4,155 shares; 2025Q2: 4,199 shares 4,199 $724K 0.16% +44 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: not reported; 2024Q4: 2,060 shares; 2025Q1: 1,714 shares; 2025Q2: 4,748 shares 4,748 $723K 0.16% +3,034 Timeline VBK 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: 941 shares; 2024Q4: 955 shares; 2025Q1: 973 shares; 2025Q2: 2,610 shares 2,610 $723K 0.16% +1,637 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 7,104 shares; 2025Q1: 7,218 shares; 2025Q2: 7,788 shares 7,788 $721K 0.16% +570 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: 3,383 shares; 2024Q4: 3,331 shares; 2025Q1: 3,378 shares; 2025Q2: 3,370 shares 3,370 $700K 0.16% -8 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: 6,333 shares; 2025Q1: 6,419 shares; 2025Q2: 7,189 shares 7,189 $700K 0.16% +770 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: 3,357 shares; 2024Q4: 4,177 shares; 2025Q1: 3,077 shares; 2025Q2: 2,913 shares 2,913 $694K 0.15% -164 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: 5,843 shares; 2024Q4: 10,409 shares; 2025Q1: 9,940 shares; 2025Q2: 14,601 shares 14,601 $691K 0.15% +4,661 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: 2,116 shares; 2025Q2: 2,047 shares 2,047 $690K 0.15% -69 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: not reported; 2024Q4: not reported; 2025Q1: 5,773 shares; 2025Q2: 5,608 shares 5,608 $688K 0.15% -165 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: 19,259 shares; 2024Q4: 15,517 shares; 2025Q1: 15,572 shares; 2025Q2: 15,763 shares 15,763 $683K 0.15% +191 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: 1,628 shares; 2024Q4: 1,588 shares; 2025Q1: 1,257 shares; 2025Q2: 1,256 shares 1,256 $682K 0.15% -1 Timeline PXH 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: 35,441 shares; 2024Q4: 31,830 shares; 2025Q1: 28,880 shares; 2025Q2: 28,963 shares 28,963 $677K 0.15% +83 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: 9,079 shares; 2024Q4: 9,114 shares; 2025Q1: 9,106 shares; 2025Q2: 9,214 shares 9,214 $675K 0.15% +108 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: 1,055 shares; 2024Q4: 797 shares; 2025Q1: 786 shares; 2025Q2: 841 shares 841 $674K 0.15% +55 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: 2,130 shares; 2024Q4: 2,139 shares; 2025Q1: 2,751 shares; 2025Q2: 2,303 shares 2,303 $673K 0.15% -448 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,780 shares 10,780 $672K 0.15% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 4,512 shares; 2025Q1: 4,458 shares; 2025Q2: 4,933 shares 4,933 $669K 0.15% +475 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: 1,965 shares; 2024Q4: 1,986 shares; 2025Q1: 1,948 shares; 2025Q2: 2,147 shares 2,147 $668K 0.15% +199 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: 7,448 shares; 2024Q4: 7,466 shares; 2025Q1: 7,497 shares; 2025Q2: 7,659 shares 7,659 $668K 0.15% +162 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: 225 shares; 2024Q4: 237 shares; 2025Q1: 459 shares; 2025Q2: 439 shares 439 $668K 0.15% -20 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,147 shares; 2024Q4: 9,197 shares; 2025Q1: 9,223 shares; 2025Q2: 9,363 shares 9,363 $665K 0.15% +140 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,701 shares; 2024Q4: 14,338 shares; 2025Q1: 16,028 shares; 2025Q2: 33,799 shares 33,799 $664K 0.15% +17,771 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: 18,808 shares; 2024Q4: 17,003 shares; 2025Q1: 15,350 shares; 2025Q2: 15,483 shares 15,483 $662K 0.15% +133 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: 10,984 shares; 2024Q4: 9,253 shares; 2025Q1: 10,318 shares; 2025Q2: 4,965 shares 4,965 $656K 0.15% -5,353 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: 15,036 shares; 2024Q4: 11,958 shares; 2025Q1: 12,039 shares; 2025Q2: 15,580 shares 15,580 $655K 0.15% +3,541 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,647 shares; 2025Q1: 2,641 shares; 2025Q2: 2,672 shares 2,672 $649K 0.14% +31 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: 14,127 shares; 2024Q4: 13,879 shares; 2025Q1: 17,917 shares; 2025Q2: 18,149 shares 18,149 $648K 0.14% +232 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: 4,455 shares; 2024Q4: 4,467 shares; 2025Q1: 6,269 shares; 2025Q2: 6,006 shares 6,006 $645K 0.14% -263 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,201 shares; 2025Q2: 12,601 shares 12,601 $636K 0.14% -600 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: 2,667 shares; 2024Q4: 2,691 shares; 2025Q1: 2,683 shares; 2025Q2: 2,763 shares 2,763 $636K 0.14% +80 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 5,213 shares; 2025Q1: 2,903 shares; 2025Q2: 5,530 shares 5,530 $627K 0.14% +2,627 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: 7,516 shares; 2024Q4: 5,914 shares; 2025Q1: 5,940 shares; 2025Q2: 6,955 shares 6,955 $624K 0.14% +1,015 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,529 shares; 2024Q4: 10,233 shares; 2025Q1: 10,144 shares; 2025Q2: 10,686 shares 10,686 $623K 0.14% +542 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: 5,669 shares; 2024Q4: 4,427 shares; 2025Q1: 4,454 shares; 2025Q2: 5,184 shares 5,184 $618K 0.14% +730 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: 1,117 shares; 2024Q4: 1,038 shares; 2025Q1: 1,226 shares; 2025Q2: 1,454 shares 1,454 $617K 0.14% +228 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: 3,669 shares; 2024Q4: 3,673 shares; 2025Q1: 3,732 shares; 2025Q2: 4,482 shares 4,482 $616K 0.14% +750 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: 2,663 shares; 2024Q4: 2,674 shares; 2025Q1: 2,669 shares; 2025Q2: 2,692 shares 2,692 $612K 0.14% +23 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: 10,805 shares; 2024Q4: 10,612 shares; 2025Q1: 11,301 shares; 2025Q2: 10,827 shares 10,827 $608K 0.13% -474 Timeline MDYG 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: not reported; 2025Q1: not reported; 2025Q2: 6,975 shares 6,975 $606K 0.13% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,676 shares 8,676 $599K 0.13% new Timeline MDYV 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: not reported; 2025Q1: not reported; 2025Q2: 7,459 shares 7,459 $592K 0.13% new Timeline PCY 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: 27,680 shares; 2024Q4: 27,103 shares; 2025Q1: 27,876 shares; 2025Q2: 28,397 shares 28,397 $580K 0.13% +521 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 13,701 shares; 2025Q1: 15,071 shares; 2025Q2: 28,052 shares 28,052 $580K 0.13% +12,981 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: 949 shares; 2024Q4: 972 shares; 2025Q1: 993 shares; 2025Q2: 1,051 shares 1,051 $577K 0.13% +58 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,738 shares; 2025Q1: 1,788 shares; 2025Q2: 1,865 shares 1,865 $575K 0.13% +77 Timeline NTRA NATERA INC More: the full row for NATERA 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: 3,570 shares; 2025Q2: 3,403 shares 3,403 $575K 0.13% -167 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: 2,578 shares; 2024Q4: 2,651 shares; 2025Q1: 2,765 shares; 2025Q2: 3,244 shares 3,244 $570K 0.13% +479 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 3,302 shares; 2025Q1: 3,309 shares; 2025Q2: 5,448 shares 5,448 $569K 0.13% +2,139 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: 10,574 shares; 2024Q4: 8,179 shares; 2025Q1: 7,699 shares; 2025Q2: 8,030 shares 8,030 $565K 0.13% +331 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: 2,522 shares; 2024Q4: 1,162 shares; 2025Q1: 2,668 shares; 2025Q2: 2,587 shares 2,587 $565K 0.13% -81 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: 1,466 shares; 2024Q4: 1,476 shares; 2025Q1: 1,517 shares; 2025Q2: 1,492 shares 1,492 $557K 0.12% -25 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,932 shares 23,932 $556K 0.12% new 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: 1,782 shares; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,836 shares 1,836 $549K 0.12% +45 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,758 shares; 2024Q4: 7,528 shares; 2025Q1: 7,209 shares; 2025Q2: 14,633 shares 14,633 $548K 0.12% +7,424 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,637 shares 7,637 $548K 0.12% new 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: 15,793 shares; 2025Q2: 15,099 shares 15,099 $541K 0.12% -694 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: not reported; 2024Q4: not reported; 2025Q1: 5,724 shares; 2025Q2: 5,886 shares 5,886 $539K 0.12% +162 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: 2,608 shares; 2024Q4: 2,604 shares; 2025Q1: 2,601 shares; 2025Q2: 2,703 shares 2,703 $534K 0.12% +102 Timeline IEI 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: 4,436 shares 4,436 $528K 0.12% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,296 shares; 2025Q1: 1,310 shares; 2025Q2: 1,324 shares 1,324 $525K 0.12% +14 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: 14,947 shares; 2024Q4: 13,563 shares; 2025Q1: 15,004 shares; 2025Q2: 6,513 shares 6,513 $516K 0.11% -8,491 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,220 shares; 2025Q1: 5,309 shares; 2025Q2: 5,612 shares 5,612 $511K 0.11% +303 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 5,811 shares; 2025Q1: 5,780 shares; 2025Q2: 7,385 shares 7,385 $510K 0.11% +1,605 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: not reported; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 634 shares 634 $504K 0.11% -26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,710 shares 1,710 $504K 0.11% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,563 shares; 2024Q4: 18,527 shares; 2025Q1: 18,708 shares; 2025Q2: 19,044 shares 19,044 $489K 0.11% +336 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,990 shares; 2025Q2: 11,307 shares 11,307 $485K 0.11% -683 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,202 shares; 2024Q4: 7,198 shares; 2025Q1: 7,206 shares; 2025Q2: 7,963 shares 7,963 $484K 0.11% +757 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: 1,554 shares; 2024Q4: 1,232 shares; 2025Q1: 1,237 shares; 2025Q2: 1,234 shares 1,234 $480K 0.11% -3 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS 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: 424,063 shares; 2025Q2: 409,328 shares 409,328 $479K 0.11% -14,735 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: 3,663 shares; 2024Q4: 3,621 shares; 2025Q1: 3,642 shares; 2025Q2: 1,535 shares 1,535 $479K 0.11% -2,107 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: 2,809 shares; 2024Q4: 4,247 shares; 2025Q1: 2,894 shares; 2025Q2: 3,069 shares 3,069 $472K 0.1% +175 Timeline SNAP SNAP INC More: the full row for SNAP 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: 56,359 shares; 2025Q2: 53,890 shares 53,890 $468K 0.1% -2,469 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: 5,309 shares; 2024Q4: 5,372 shares; 2025Q1: 5,483 shares; 2025Q2: 5,790 shares 5,790 $468K 0.1% +307 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: 4,488 shares; 2024Q4: 4,443 shares; 2025Q1: 4,425 shares; 2025Q2: 4,612 shares 4,612 $466K 0.1% +187 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 5,269 shares; 2025Q1: 5,994 shares; 2025Q2: 6,332 shares 6,332 $465K 0.1% +338 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: 5,266 shares; 2024Q4: not reported; 2025Q1: 5,798 shares; 2025Q2: 5,978 shares 5,978 $463K 0.1% +180 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,684 shares; 2025Q1: 1,685 shares; 2025Q2: 1,745 shares 1,745 $451K 0.1% +60 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,534 shares; 2025Q1: 1,472 shares; 2025Q2: 1,481 shares 1,481 $450K 0.1% +9 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,870 shares; 2025Q1: 2,292 shares; 2025Q2: 2,591 shares 2,591 $450K 0.1% +299 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: not reported; 2024Q4: 3,257 shares; 2025Q1: 5,416 shares; 2025Q2: 5,237 shares 5,237 $446K 0.1% -179 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,923 shares 12,923 $445K 0.1% new 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: 2,536 shares; 2024Q4: 2,512 shares; 2025Q1: 2,526 shares; 2025Q2: 2,571 shares 2,571 $443K 0.1% +45 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,294 shares; 2025Q1: 2,341 shares; 2025Q2: 2,331 shares 2,331 $440K 0.1% -10 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,616 shares; 2024Q4: 7,960 shares; 2025Q1: 10,167 shares; 2025Q2: 11,791 shares 11,791 $436K 0.1% +1,624 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,243 shares; 2024Q4: 16,597 shares; 2025Q1: 10,242 shares; 2025Q2: 10,796 shares 10,796 $435K 0.1% +554 Timeline EMLC 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: 16,213 shares; 2024Q4: 15,746 shares; 2025Q1: 16,282 shares; 2025Q2: 16,548 shares 16,548 $419K 0.09% +266 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: 168 shares; 2024Q4: 165 shares; 2025Q1: 159 shares; 2025Q2: 160 shares 160 $417K 0.09% +1 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 13,771 shares; 2025Q1: 14,514 shares; 2025Q2: 17,867 shares 17,867 $417K 0.09% +3,353 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: 2,977 shares; 2024Q4: 3,006 shares; 2025Q1: 3,064 shares; 2025Q2: 3,272 shares 3,272 $415K 0.09% +208 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,240 shares; 2025Q2: 1,184 shares 1,184 $415K 0.09% -56 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,890 shares; 2025Q1: 1,925 shares; 2025Q2: 2,195 shares 2,195 $414K 0.09% +270 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: 1,035 shares; 2024Q4: 1,002 shares; 2025Q1: 739 shares; 2025Q2: 770 shares 770 $413K 0.09% +31 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: 8,836 shares; 2025Q1: 6,179 shares; 2025Q2: 6,535 shares 6,535 $413K 0.09% +356 Timeline CNO CNO FINL GROUP INC More: the full row for CNO 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: 9,789 shares; 2024Q4: 9,892 shares; 2025Q1: 10,067 shares; 2025Q2: 10,636 shares 10,636 $410K 0.09% +569 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,341 shares; 2024Q4: 13,908 shares; 2025Q1: 14,621 shares; 2025Q2: 17,668 shares 17,668 $408K 0.09% +3,047 VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,041 shares 6,041 $406K 0.09% new 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: 1,283 shares; 2024Q4: 1,225 shares; 2025Q1: 1,759 shares; 2025Q2: 1,708 shares 1,708 $406K 0.09% -51 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 4,024 shares; 2025Q1: 3,706 shares; 2025Q2: 3,854 shares 3,854 $404K 0.09% +148 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,148 shares; 2024Q4: 6,910 shares; 2025Q1: 6,551 shares; 2025Q2: 6,642 shares 6,642 $404K 0.09% +91 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 12,820 shares; 2025Q1: 14,093 shares; 2025Q2: 17,763 shares 17,763 $403K 0.09% +3,670 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: 629 shares; 2024Q4: 631 shares; 2025Q1: 670 shares; 2025Q2: 695 shares 695 $401K 0.09% +25 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: 4,603 shares; 2024Q4: 4,662 shares; 2025Q1: 4,764 shares; 2025Q2: 5,868 shares 5,868 $400K 0.09% +1,104 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,436 shares; 2024Q4: 7,522 shares; 2025Q1: 7,633 shares; 2025Q2: 8,105 shares 8,105 $399K 0.09% +472 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,164 shares; 2024Q4: 8,039 shares; 2025Q1: 7,523 shares; 2025Q2: 12,133 shares 12,133 $398K 0.09% +4,610 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,370 shares; 2025Q1: 3,350 shares; 2025Q2: 4,003 shares 4,003 $398K 0.09% +653 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: 6,027 shares; 2024Q4: 6,096 shares; 2025Q1: 6,221 shares; 2025Q2: 6,563 shares 6,563 $397K 0.09% +342 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: 1,383 shares; 2024Q4: 1,360 shares; 2025Q1: 1,588 shares; 2025Q2: 1,642 shares 1,642 $395K 0.09% +54 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: 1,829 shares; 2024Q4: 1,841 shares; 2025Q1: 1,636 shares; 2025Q2: 1,768 shares 1,768 $394K 0.09% +132 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC 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: 3,512 shares; 2025Q1: 3,561 shares; 2025Q2: 3,800 shares 3,800 $391K 0.09% +239 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 3,958 shares; 2025Q2: 3,778 shares 3,778 $389K 0.09% -180 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: 7,208 shares; 2024Q4: 5,843 shares; 2025Q1: 5,342 shares; 2025Q2: 2,001 shares 2,001 $388K 0.09% -3,341 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,967 shares; 2024Q4: 11,513 shares; 2025Q1: 14,321 shares; 2025Q2: 17,403 shares 17,403 $384K 0.09% +3,082 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: 6,426 shares; 2024Q4: 6,488 shares; 2025Q1: 6,614 shares; 2025Q2: 7,002 shares 7,002 $383K 0.08% +388 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: 1,946 shares; 2024Q4: 1,684 shares; 2025Q1: 1,708 shares; 2025Q2: 729 shares 729 $383K 0.08% -979 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,289 shares; 2025Q1: 1,256 shares; 2025Q2: 1,405 shares 1,405 $379K 0.08% +149 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: not reported; 2025Q2: 4,170 shares 4,170 $376K 0.08% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,433 shares; 2024Q4: 17,697 shares; 2025Q1: 16,863 shares; 2025Q2: 16,968 shares 16,968 $371K 0.08% +105 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: 4,500 shares; 2024Q4: 3,922 shares; 2025Q1: 4,026 shares; 2025Q2: 5,209 shares 5,209 $369K 0.08% +1,183 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares 7,000 $366K 0.08% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,155 shares; 2025Q1: 8,767 shares; 2025Q2: 12,632 shares 12,632 $366K 0.08% +3,865 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: 2,020 shares; 2024Q4: 2,034 shares; 2025Q1: 2,058 shares; 2025Q2: 2,165 shares 2,165 $365K 0.08% +107 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: 1,929 shares; 2024Q4: 1,949 shares; 2025Q1: 1,983 shares; 2025Q2: 2,465 shares 2,465 $365K 0.08% +482 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,651 shares; 2024Q4: 9,676 shares; 2025Q1: 7,048 shares; 2025Q2: 7,290 shares 7,290 $364K 0.08% +242 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: 1,152 shares; 2024Q4: 1,155 shares; 2025Q1: 1,049 shares; 2025Q2: 1,163 shares 1,163 $362K 0.08% +114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,936 shares 2,936 $362K 0.08% new 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: 800 shares; 2024Q4: 788 shares; 2025Q1: 765 shares; 2025Q2: 769 shares 769 $361K 0.08% +4 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,955 shares; 2025Q1: 6,084 shares; 2025Q2: 6,422 shares 6,422 $360K 0.08% +338 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: 3,901 shares; 2024Q4: 3,601 shares; 2025Q1: 3,479 shares; 2025Q2: 2,523 shares 2,523 $358K 0.08% -956 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 3,342 shares; 2025Q1: 3,422 shares; 2025Q2: 3,245 shares 3,245 $358K 0.08% -177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,172 shares 16,172 $357K 0.08% new Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,785 shares; 2025Q1: 1,734 shares; 2025Q2: 1,875 shares 1,875 $354K 0.08% +141 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,059 shares; 2025Q1: 6,337 shares; 2025Q2: 6,563 shares 6,563 $354K 0.08% +226 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,085 shares; 2025Q1: 1,102 shares; 2025Q2: 1,178 shares 1,178 $351K 0.08% +76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,382 shares 4,382 $351K 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: 3,470 shares 3,470 $350K 0.08% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,351 shares; 2024Q4: 24,747 shares; 2025Q1: 23,521 shares; 2025Q2: 23,002 shares 23,002 $348K 0.08% -519 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,870 shares; 2025Q1: 12,119 shares; 2025Q2: 12,280 shares 12,280 $343K 0.08% +161 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 691 shares; 2025Q1: 581 shares; 2025Q2: 598 shares 598 $343K 0.08% +17 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 514 shares 514 $341K 0.08% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,387 shares; 2025Q1: 2,588 shares; 2025Q2: 2,689 shares 2,689 $339K 0.08% +101 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,686 shares; 2025Q1: 2,635 shares; 2025Q2: 2,910 shares 2,910 $335K 0.07% +275 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,125 shares; 2024Q4: 9,355 shares; 2025Q1: 9,251 shares; 2025Q2: 10,462 shares 10,462 $335K 0.07% +1,211 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 5,800 shares; 2025Q1: 5,922 shares; 2025Q2: 6,267 shares 6,267 $333K 0.07% +345 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,588 shares; 2025Q1: 3,101 shares; 2025Q2: 3,213 shares 3,213 $330K 0.07% +112 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: 1,520 shares; 2024Q4: 1,538 shares; 2025Q1: 1,561 shares; 2025Q2: 1,664 shares 1,664 $329K 0.07% +103 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 6,609 shares; 2025Q1: 6,656 shares; 2025Q2: 6,823 shares 6,823 $326K 0.07% +167 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,033 shares; 2025Q1: 3,437 shares; 2025Q2: 3,574 shares 3,574 $326K 0.07% +137 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 8,385 shares 8,385 $325K 0.07% new 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: 213 shares; 2024Q4: 214 shares; 2025Q1: 169 shares; 2025Q2: 177 shares 177 $323K 0.07% +8 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: 4,680 shares; 2024Q4: 4,715 shares; 2025Q1: not reported; 2025Q2: 5,036 shares 5,036 $322K 0.07% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 10,500 shares; 2025Q1: 10,530 shares; 2025Q2: 11,453 shares 11,453 $322K 0.07% +923 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,822 shares 5,822 $322K 0.07% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,595 shares 3,595 $321K 0.07% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,431 shares; 2025Q1: 2,498 shares; 2025Q2: 2,637 shares 2,637 $320K 0.07% +139 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,657 shares; 2025Q1: 1,655 shares; 2025Q2: 1,712 shares 1,712 $320K 0.07% +57 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: not reported; 2024Q4: not reported; 2025Q1: 1,251 shares; 2025Q2: 1,301 shares 1,301 $316K 0.07% +50 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,537 shares; 2024Q4: 10,148 shares; 2025Q1: 6,860 shares; 2025Q2: 7,304 shares 7,304 $315K 0.07% +444 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,071 shares; 2025Q1: 1,687 shares; 2025Q2: 1,750 shares 1,750 $315K 0.07% +63 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,678 shares; 2025Q1: 5,626 shares; 2025Q2: 6,052 shares 6,052 $315K 0.07% +426 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,495 shares; 2025Q1: 3,674 shares; 2025Q2: 3,801 shares 3,801 $315K 0.07% +127 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,591 shares; 2025Q1: 4,470 shares; 2025Q2: 4,484 shares 4,484 $313K 0.07% +14 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: 8,696 shares; 2024Q4: 3,361 shares; 2025Q1: 5,770 shares; 2025Q2: 5,967 shares 5,967 $313K 0.07% +197 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 678 shares; 2025Q1: 671 shares; 2025Q2: 694 shares 694 $313K 0.07% +23 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,033 shares; 2025Q1: 1,353 shares; 2025Q2: 833 shares 833 $312K 0.07% -520 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: 649 shares; 2024Q4: 634 shares; 2025Q1: 609 shares; 2025Q2: 622 shares 622 $312K 0.07% +13 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,330 shares; 2025Q1: 2,053 shares; 2025Q2: 2,123 shares 2,123 $312K 0.07% +70 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: 376 shares 376 $311K 0.07% 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: 2,008 shares; 2024Q4: 1,956 shares; 2025Q1: 1,970 shares; 2025Q2: 2,056 shares 2,056 $311K 0.07% +86 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: not reported; 2024Q4: not reported; 2025Q1: 2,689 shares; 2025Q2: 2,804 shares 2,804 $311K 0.07% +115 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 994 shares; 2025Q1: 1,382 shares; 2025Q2: 1,436 shares 1,436 $308K 0.07% +54 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 11,239 shares; 2025Q2: 16,387 shares 16,387 $306K 0.07% +5,148 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 2,431 shares; 2025Q1: 1,638 shares; 2025Q2: 1,697 shares 1,697 $306K 0.07% +59 Timeline GOGO GOGO INC More: the full row for GOGO 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: 25,830 shares; 2025Q1: 21,669 shares; 2025Q2: 20,804 shares 20,804 $305K 0.07% -865 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,607 shares; 2025Q1: not reported; 2025Q2: 8,551 shares 8,551 $304K 0.07% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 5,850 shares 5,850 $304K 0.07% new 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: 1,973 shares; 2024Q4: 1,984 shares; 2025Q1: 2,298 shares; 2025Q2: 2,380 shares 2,380 $304K 0.07% +82 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: 642 shares; 2024Q4: 644 shares; 2025Q1: 494 shares; 2025Q2: 511 shares 511 $303K 0.07% +17 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: 2,072 shares; 2024Q4: 2,080 shares; 2025Q1: 2,060 shares; 2025Q2: 2,069 shares 2,069 $302K 0.07% +9 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: not reported; 2024Q4: not reported; 2025Q1: 3,017 shares; 2025Q2: 3,145 shares 3,145 $302K 0.07% +128 Timeline SLYG 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: not reported; 2025Q1: not reported; 2025Q2: 3,401 shares 3,401 $302K 0.07% new Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,743 shares; 2025Q1: 1,727 shares; 2025Q2: 1,880 shares 1,880 $299K 0.07% +153 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 506 shares; 2025Q1: not reported; 2025Q2: 557 shares 557 $299K 0.07% new 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: 586 shares; 2024Q4: 574 shares; 2025Q1: 552 shares; 2025Q2: 566 shares 566 $299K 0.07% +14 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 5,668 shares; 2025Q1: 6,990 shares; 2025Q2: 7,677 shares 7,677 $296K 0.07% +687 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: 1,089 shares; 2024Q4: not reported; 2025Q1: 1,584 shares; 2025Q2: 1,645 shares 1,645 $294K 0.07% +61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,673 shares 2,673 $292K 0.06% 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: 2,792 shares; 2024Q4: 2,806 shares; 2025Q1: 2,910 shares; 2025Q2: 3,009 shares 3,009 $291K 0.06% +99 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: 5,020 shares; 2025Q1: 4,794 shares; 2025Q2: 4,737 shares 4,737 $290K 0.06% -57 RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 5,507 shares; 2025Q1: 5,271 shares; 2025Q2: 5,323 shares 5,323 $289K 0.06% +52 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 4,863 shares; 2025Q1: 4,718 shares; 2025Q2: 4,701 shares 4,701 $289K 0.06% -17 ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,982 shares 1,982 $288K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,654 shares 1,654 $288K 0.06% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,134 shares; 2025Q1: 2,164 shares; 2025Q2: 2,276 shares 2,276 $287K 0.06% +112 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: 683 shares; 2024Q4: 686 shares; 2025Q1: 674 shares; 2025Q2: 695 shares 695 $281K 0.06% +21 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,381 shares; 2024Q4: 6,965 shares; 2025Q1: 7,322 shares; 2025Q2: 5,412 shares 5,412 $279K 0.06% -1,910 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD 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: 8,821 shares 8,821 $278K 0.06% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,157 shares; 2025Q2: 5,365 shares 5,365 $278K 0.06% +208 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 3,413 shares; 2025Q1: 3,591 shares; 2025Q2: 3,730 shares 3,730 $277K 0.06% +139 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 4,214 shares 4,214 $276K 0.06% new 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: 2,481 shares; 2024Q4: 2,432 shares; 2025Q1: not reported; 2025Q2: 1,258 shares 1,258 $274K 0.06% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,798 shares; 2025Q1: 2,808 shares; 2025Q2: 3,185 shares 3,185 $273K 0.06% +377 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 458 shares; 2025Q1: 541 shares; 2025Q2: 561 shares 561 $273K 0.06% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,502 shares 3,502 $271K 0.06% new Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,874 shares 3,874 $270K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares 1,389 $270K 0.06% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,545 shares; 2025Q2: 1,686 shares 1,686 $270K 0.06% +141 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,146 shares; 2025Q1: 3,192 shares; 2025Q2: 3,355 shares 3,355 $269K 0.06% +163 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: 780 shares; 2024Q4: 759 shares; 2025Q1: 727 shares; 2025Q2: 755 shares 755 $269K 0.06% +28 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS 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: not reported; 2025Q1: 10,524 shares; 2025Q2: 12,689 shares 12,689 $269K 0.06% +2,165 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 705 shares; 2025Q1: 876 shares; 2025Q2: 911 shares 911 $265K 0.06% +35 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,181 shares; 2025Q1: not reported; 2025Q2: 1,243 shares 1,243 $265K 0.06% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,852 shares; 2025Q1: not reported; 2025Q2: 2,225 shares 2,225 $265K 0.06% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares 465 $264K 0.06% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,304 shares; 2025Q1: 1,772 shares; 2025Q2: 1,839 shares 1,839 $264K 0.06% +67 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,705 shares; 2025Q1: 1,739 shares; 2025Q2: 1,830 shares 1,830 $263K 0.06% +91 Timeline EXPO EXPONENT INC More: the full row for EXPONENT 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: 3,524 shares; 2025Q1: 3,392 shares; 2025Q2: 3,521 shares 3,521 $263K 0.06% +129 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,052 shares; 2024Q4: 11,481 shares; 2025Q1: 10,832 shares; 2025Q2: 10,893 shares 10,893 $261K 0.06% +61 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC 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: 3,712 shares; 2025Q1: 3,575 shares; 2025Q2: 3,493 shares 3,493 $260K 0.06% -82 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: not reported; 2024Q4: not reported; 2025Q1: 3,039 shares; 2025Q2: 3,183 shares 3,183 $260K 0.06% +144 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,341 shares; 2025Q1: 2,306 shares; 2025Q2: 2,562 shares 2,562 $260K 0.06% +256 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: 9,061 shares; 2024Q4: 8,897 shares; 2025Q1: 8,627 shares; 2025Q2: 8,663 shares 8,663 $259K 0.06% +36 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR 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: 4,176 shares; 2025Q1: not reported; 2025Q2: 4,394 shares 4,394 $259K 0.06% new Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC 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: 2,164 shares; 2025Q1: 2,194 shares; 2025Q2: 2,308 shares 2,308 $259K 0.06% +114 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,432 shares; 2025Q1: 11,522 shares; 2025Q2: 11,413 shares 11,413 $257K 0.06% -109 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: 1,092 shares; 2024Q4: 1,091 shares; 2025Q1: 1,552 shares; 2025Q2: 1,606 shares 1,606 $253K 0.06% +54 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,346 shares; 2025Q1: not reported; 2025Q2: 1,510 shares 1,510 $253K 0.06% new 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: 5,147 shares; 2024Q4: 5,007 shares; 2025Q1: 2,794 shares; 2025Q2: 2,755 shares 2,755 $253K 0.06% -39 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,804 shares; 2024Q4: 12,216 shares; 2025Q1: 20,715 shares; 2025Q2: 24,151 shares 24,151 $250K 0.06% +3,436 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares 400 $248K 0.06% new Timeline STIP 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: 2,400 shares 2,400 $247K 0.05% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,078 shares; 2024Q4: 6,000 shares; 2025Q1: not reported; 2025Q2: 6,511 shares 6,511 $247K 0.05% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,354 shares 2,354 $246K 0.05% new Timeline NV5 HOLDINGS, INC NV5 HOLDINGS, INC More: the full row for NV5 HOLDINGS, INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,575 shares 10,575 $244K 0.05% new SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 13,199 shares; 2025Q1: 14,045 shares; 2025Q2: 16,058 shares 16,058 $244K 0.05% +2,013 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,127 shares 4,127 $242K 0.05% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 524 shares; 2025Q1: 221 shares; 2025Q2: 228 shares 228 $241K 0.05% +7 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,683 shares; 2024Q4: 25,332 shares; 2025Q1: 25,526 shares; 2025Q2: 17,274 shares 17,274 $241K 0.05% -8,252 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 1,960 shares; 2025Q1: 1,975 shares; 2025Q2: 2,082 shares 2,082 $240K 0.05% +107 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,130 shares; 2025Q1: 2,034 shares; 2025Q2: 2,051 shares 2,051 $237K 0.05% +17 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 9,628 shares; 2025Q2: 10,980 shares 10,980 $236K 0.05% +1,352 Timeline SLYV 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: not reported; 2025Q1: not reported; 2025Q2: 2,930 shares 2,930 $234K 0.05% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 817 shares 817 $233K 0.05% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,372 shares; 2024Q4: 76,960 shares; 2025Q1: 75,456 shares; 2025Q2: 74,549 shares 74,549 $230K 0.05% -907 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 10,962 shares 10,962 $228K 0.05% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,859 shares 1,859 $228K 0.05% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 6,852 shares 6,852 $228K 0.05% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 4,940 shares; 2025Q1: 4,667 shares; 2025Q2: 4,689 shares 4,689 $227K 0.05% +22 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 2,951 shares; 2025Q1: not reported; 2025Q2: 2,852 shares 2,852 $226K 0.05% new Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,165 shares; 2025Q1: 1,849 shares; 2025Q2: 1,910 shares 1,910 $226K 0.05% +61 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,730 shares; 2025Q1: not reported; 2025Q2: 3,195 shares 3,195 $224K 0.05% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 3,889 shares 3,889 $224K 0.05% new 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: 2,086 shares; 2024Q4: 2,072 shares; 2025Q1: not reported; 2025Q2: 2,253 shares 2,253 $224K 0.05% new Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 796 shares 796 $219K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,741 shares 3,741 $218K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,061 shares 5,061 $218K 0.05% new Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,794 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,422 shares 7,422 $217K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,087 shares; 2025Q2: 4,985 shares 4,985 $216K 0.05% -102 Timeline VICR VICOR CORP More: the full row for VICOR 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: 4,511 shares; 2025Q1: 4,524 shares; 2025Q2: 4,749 shares 4,749 $215K 0.05% +225 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 6,219 shares; 2025Q1: not reported; 2025Q2: 7,828 shares 7,828 $214K 0.05% new Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,603 shares; 2024Q4: 8,670 shares; 2025Q1: 8,713 shares; 2025Q2: 8,590 shares 8,590 $213K 0.05% -123 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: 1,596 shares; 2024Q4: 1,532 shares; 2025Q1: not reported; 2025Q2: 579 shares 579 $212K 0.05% new 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: 5,685 shares; 2024Q4: 5,612 shares; 2025Q1: not reported; 2025Q2: 969 shares 969 $212K 0.05% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,090 shares; 2025Q1: not reported; 2025Q2: 2,036 shares 2,036 $212K 0.05% new Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,350 shares; 2025Q1: not reported; 2025Q2: 3,076 shares 3,076 $212K 0.05% new Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 4,247 shares; 2025Q1: 6,644 shares; 2025Q2: 6,856 shares 6,856 $211K 0.05% +212 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares 1,634 $210K 0.05% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,275 shares; 2024Q4: not reported; 2025Q1: 6,432 shares; 2025Q2: 6,804 shares 6,804 $206K 0.05% +372 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424 shares 424 $205K 0.05% new Timeline IWS 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: 1,549 shares 1,549 $205K 0.05% new 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: 2,501 shares; 2024Q4: 2,483 shares; 2025Q1: not reported; 2025Q2: 2,732 shares 2,732 $204K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,911 shares 1,911 $203K 0.05% new Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,138 shares 2,138 $203K 0.05% new Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR 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: 9,477 shares; 2025Q2: 9,839 shares 9,839 $202K 0.04% +362 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: not reported; 2025Q1: not reported; 2025Q2: 1,635 shares 1,635 $201K 0.04% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE 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: 3,703 shares; 2025Q2: 3,839 shares 3,839 $200K 0.04% +136 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,415 shares; 2024Q4: 16,299 shares; 2025Q1: 17,075 shares; 2025Q2: 18,236 shares 18,236 $192K 0.04% +1,161 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,126 shares; 2024Q4: 12,878 shares; 2025Q1: 13,258 shares; 2025Q2: 13,949 shares 13,949 $186K 0.04% +691 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,717 shares; 2024Q4: 13,328 shares; 2025Q1: 13,389 shares; 2025Q2: 14,079 shares 14,079 $182K 0.04% +690 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD 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: 43,461 shares; 2025Q1: not reported; 2025Q2: 17,998 shares 17,998 $180K 0.04% new Timeline ASTL ALGOMA STL GROUP INC More: the full row for ALGOMA STL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,539 shares; 2024Q4: 15,013 shares; 2025Q1: 14,776 shares; 2025Q2: 25,960 shares 25,960 $179K 0.04% +11,184 Timeline HNNA HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,913 shares 13,913 $175K 0.04% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,197 shares; 2024Q4: 13,652 shares; 2025Q1: 13,844 shares; 2025Q2: 13,700 shares 13,700 $171K 0.04% -144 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS 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: 11,995 shares; 2025Q1: not reported; 2025Q2: 11,957 shares 11,957 $163K 0.04% new Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,501 shares; 2024Q4: 23,636 shares; 2025Q1: 23,370 shares; 2025Q2: 20,550 shares 20,550 $162K 0.04% -2,820 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 11,218 shares; 2025Q1: 11,197 shares; 2025Q2: 21,791 shares 21,791 $159K 0.04% +10,594 Timeline AVTR AVANTOR INC More: the full row for AVANTOR 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: 11,771 shares 11,771 $158K 0.04% new Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,576 shares; 2025Q2: 10,226 shares 10,226 $156K 0.03% -350 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 12,929 shares; 2025Q1: 13,166 shares; 2025Q2: 13,849 shares 13,849 $154K 0.03% +683 Timeline GAU GALIANO GOLD INC More: the full row for GALIANO GOLD 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: 114,079 shares 114,079 $145K 0.03% new Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,271 shares; 2025Q2: 14,006 shares 14,006 $144K 0.03% +735 Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,326 shares; 2024Q4: 29,291 shares; 2025Q1: 29,405 shares; 2025Q2: 30,986 shares 30,986 $140K 0.03% +1,581 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,916 shares; 2024Q4: 29,737 shares; 2025Q1: 29,253 shares; 2025Q2: 24,294 shares 24,294 $140K 0.03% -4,959 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 10,278 shares 10,278 $138K 0.03% new Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST 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: 36,543 shares 36,543 $138K 0.03% new Timeline MERC MERCER INTL INC More: the full row for MERCER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,788 shares; 2024Q4: 15,153 shares; 2025Q1: 15,016 shares; 2025Q2: 36,508 shares 36,508 $128K 0.03% +21,492 Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 14,890 shares 14,890 $125K 0.03% new Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,446 shares; 2024Q4: 20,196 shares; 2025Q1: 20,558 shares; 2025Q2: 21,611 shares 21,611 $95.5K 0.02% +1,053 Timeline