ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618,063 shares; 2024Q4: 1,533,106 shares; 2025Q1: 1,707,760 shares; 2025Q2: 44,844,379 shares 44,844,379 $957M 17.04% +43,136,619 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: 615,447 shares; 2024Q4: 612,840 shares; 2025Q1: 610,575 shares; 2025Q2: 628,940 shares 628,940 $490M 8.73% +18,365 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: 497,299 shares; 2024Q4: 507,298 shares; 2025Q1: 511,764 shares; 2025Q2: 526,772 shares 526,772 $299M 5.33% +15,008 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: 181,687 shares; 2024Q4: 177,905 shares; 2025Q1: 167,007 shares; 2025Q2: 313,855 shares 313,855 $194M 3.45% +146,848 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: 318,673 shares; 2024Q4: 321,456 shares; 2025Q1: 308,276 shares; 2025Q2: 332,258 shares 332,258 $165M 2.94% +23,982 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: 615,888 shares; 2024Q4: 618,975 shares; 2025Q1: 593,464 shares; 2025Q2: 669,401 shares 669,401 $137M 2.45% +75,937 Timeline SPYG 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: 1,050,514 shares; 2024Q4: 1,043,404 shares; 2025Q1: 1,118,864 shares; 2025Q2: 1,188,453 shares 1,188,453 $113M 2.02% +69,589 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333,155 shares; 2024Q4: 1,359,821 shares; 2025Q1: 1,445,159 shares; 2025Q2: 1,749,308 shares 1,749,308 $99.7M 1.78% +304,149 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: 146,910 shares; 2024Q4: 141,159 shares; 2025Q1: 139,535 shares; 2025Q2: 152,782 shares 152,782 $94.9M 1.69% +13,247 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,013 shares; 2024Q4: 327,548 shares; 2025Q1: 331,801 shares; 2025Q2: 1,469,685 shares 1,469,685 $87.9M 1.57% +1,137,884 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: 1,704,043 shares; 2024Q4: 1,720,635 shares; 2025Q1: 1,687,239 shares; 2025Q2: 1,613,259 shares 1,613,259 $84.4M 1.5% -73,980 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: 455,908 shares; 2024Q4: 452,795 shares; 2025Q1: 433,590 shares; 2025Q2: 470,764 shares 470,764 $83M 1.48% +37,174 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: 378,272 shares; 2024Q4: 377,698 shares; 2025Q1: 358,657 shares; 2025Q2: 377,332 shares 377,332 $82.8M 1.47% +18,675 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: 16,294 shares; 2024Q4: 16,547 shares; 2025Q1: 17,888 shares; 2025Q2: 738,097 shares 738,097 $73.2M 1.3% +720,209 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: 72,196 shares; 2024Q4: 70,523 shares; 2025Q1: 67,941 shares; 2025Q2: 80,032 shares 80,032 $59.1M 1.05% +12,091 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,419 shares; 2024Q4: 216,934 shares; 2025Q1: 202,945 shares; 2025Q2: 182,385 shares 182,385 $46.2M 0.82% -20,560 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: 1,791,529 shares; 2024Q4: 1,773,598 shares; 2025Q1: 1,752,367 shares; 2025Q2: 1,547,218 shares 1,547,218 $44.8M 0.8% -205,149 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034,599 shares; 2024Q4: 953,349 shares; 2025Q1: 769,532 shares; 2025Q2: 697,962 shares 697,962 $41M 0.73% -71,570 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: 125,193 shares; 2024Q4: 121,549 shares; 2025Q1: 113,474 shares; 2025Q2: 113,208 shares 113,208 $40.2M 0.72% -266 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: 319,738 shares; 2024Q4: 318,117 shares; 2025Q1: 271,603 shares; 2025Q2: 398,183 shares 398,183 $33.2M 0.59% +126,580 Timeline SUB 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: 287,499 shares; 2024Q4: 289,339 shares; 2025Q1: 299,246 shares; 2025Q2: 310,219 shares 310,219 $33M 0.59% +10,973 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907,648 shares; 2024Q4: 909,075 shares; 2025Q1: 942,911 shares; 2025Q2: 821,810 shares 821,810 $32M 0.57% -121,101 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: 24,403 shares; 2024Q4: 25,000 shares; 2025Q1: 23,719 shares; 2025Q2: 32,322 shares 32,322 $32M 0.57% +8,603 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,976 shares; 2024Q4: 181,743 shares; 2025Q1: 180,693 shares; 2025Q2: 239,739 shares 239,739 $32M 0.57% +59,046 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: 105,690 shares; 2024Q4: 102,402 shares; 2025Q1: 94,687 shares; 2025Q2: 105,023 shares 105,023 $30.4M 0.54% +10,336 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: 359,466 shares; 2024Q4: 371,586 shares; 2025Q1: 362,820 shares; 2025Q2: 353,179 shares 353,179 $30.1M 0.54% -9,641 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,243 shares; 2024Q4: 278,040 shares; 2025Q1: 700,592 shares; 2025Q2: 609,368 shares 609,368 $29.9M 0.53% -91,224 Timeline VCSH 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: 304,741 shares; 2024Q4: 328,891 shares; 2025Q1: 341,351 shares; 2025Q2: 369,000 shares 369,000 $29.3M 0.52% +27,649 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: 454,319 shares; 2024Q4: 416,889 shares; 2025Q1: 369,908 shares; 2025Q2: 361,200 shares 361,200 $28.9M 0.52% -8,708 Timeline ACWI 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: 12,932 shares; 2024Q4: 14,134 shares; 2025Q1: 14,134 shares; 2025Q2: 207,256 shares 207,256 $26.7M 0.47% +193,122 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,757 shares; 2024Q4: 68,705 shares; 2025Q1: 69,503 shares; 2025Q2: 118,518 shares 118,518 $25.6M 0.46% +49,015 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: 295,043 shares; 2024Q4: 292,326 shares; 2025Q1: 299,045 shares; 2025Q2: 307,493 shares 307,493 $25.5M 0.45% +8,448 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,210 shares; 2024Q4: 105,570 shares; 2025Q1: 116,290 shares; 2025Q2: 636,044 shares 636,044 $25.3M 0.45% +519,754 Timeline VONE 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: 61,791 shares; 2024Q4: 71,511 shares; 2025Q1: 82,616 shares; 2025Q2: 88,151 shares 88,151 $24.8M 0.44% +5,535 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: 300,387 shares; 2024Q4: 373,536 shares; 2025Q1: 384,552 shares; 2025Q2: 498,530 shares 498,530 $24.7M 0.44% +113,978 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: 142,857 shares; 2024Q4: 134,248 shares; 2025Q1: 129,563 shares; 2025Q2: 128,546 shares 128,546 $23.9M 0.42% -1,017 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,706 shares; 2024Q4: 247,960 shares; 2025Q1: 297,713 shares; 2025Q2: 342,693 shares 342,693 $23.6M 0.42% +44,980 Timeline OEF 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: 186,937 shares; 2024Q4: 149,587 shares; 2025Q1: 101,001 shares; 2025Q2: 75,814 shares 75,814 $23.1M 0.41% -25,187 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: 134,660 shares; 2024Q4: 198,677 shares; 2025Q1: 198,635 shares; 2025Q2: 210,554 shares 210,554 $22.3M 0.4% +11,919 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,244 shares; 2024Q4: 133,087 shares; 2025Q1: 116,493 shares; 2025Q2: 99,050 shares 99,050 $21.1M 0.38% -17,443 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: 334,513 shares; 2024Q4: 363,101 shares; 2025Q1: not reported; 2025Q2: 128,655 shares 128,655 $20.3M 0.36% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,921 shares; 2024Q4: 269,512 shares; 2025Q1: 285,305 shares; 2025Q2: 353,175 shares 353,175 $19.8M 0.35% +67,870 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,837 shares; 2024Q4: 1,132,540 shares; 2025Q1: 1,251,355 shares; 2025Q2: 1,463,973 shares 1,463,973 $19M 0.34% +212,618 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,883 shares; 2025Q1: 16,916 shares; 2025Q2: 18,005 shares 18,005 $18.9M 0.34% +1,089 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,190 shares; 2024Q4: 80,591 shares; 2025Q1: 74,263 shares; 2025Q2: 68,616 shares 68,616 $18.7M 0.33% -5,647 Timeline VIOO 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: 142,123 shares; 2024Q4: 142,195 shares; 2025Q1: 151,969 shares; 2025Q2: 177,239 shares 177,239 $17.9M 0.32% +25,270 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,491 shares; 2024Q4: 617,950 shares; 2025Q1: 633,126 shares; 2025Q2: 709,035 shares 709,035 $17.9M 0.32% +75,909 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,261 shares; 2024Q4: 100,040 shares; 2025Q1: 118,228 shares; 2025Q2: 289,122 shares 289,122 $17.9M 0.32% +170,894 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: 126,741 shares; 2024Q4: 122,064 shares; 2025Q1: 116,136 shares; 2025Q2: 115,750 shares 115,750 $17.7M 0.31% -386 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,371 shares; 2024Q4: 342,258 shares; 2025Q1: 379,283 shares; 2025Q2: 334,495 shares 334,495 $17.5M 0.31% -44,788 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: 165,818 shares; 2024Q4: 178,009 shares; 2025Q1: 183,353 shares; 2025Q2: 243,131 shares 243,131 $17.4M 0.31% +59,778 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,639 shares; 2024Q4: 41,226 shares; 2025Q1: 40,064 shares; 2025Q2: 42,802 shares 42,802 $17.4M 0.31% +2,738 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: 3,130 shares; 2024Q4: 3,770 shares; 2025Q1: 4,036 shares; 2025Q2: 30,828 shares 30,828 $17M 0.3% +26,792 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: 45,086 shares; 2024Q4: 45,102 shares; 2025Q1: 43,429 shares; 2025Q2: 43,954 shares 43,954 $17M 0.3% +525 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: 433,131 shares; 2024Q4: 448,099 shares; 2025Q1: 456,367 shares; 2025Q2: 472,949 shares 472,949 $17M 0.3% +16,582 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,582 shares; 2024Q4: 67,920 shares; 2025Q1: 64,016 shares; 2025Q2: 64,789 shares 64,789 $16.8M 0.3% +773 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: 56,153 shares; 2024Q4: 54,443 shares; 2025Q1: 50,979 shares; 2025Q2: 53,643 shares 53,643 $16.7M 0.3% +2,664 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,700 shares; 2024Q4: 85,476 shares; 2025Q1: 80,863 shares; 2025Q2: 110,223 shares 110,223 $16.3M 0.29% +29,360 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: 256,263 shares; 2024Q4: 282,761 shares; 2025Q1: 310,924 shares; 2025Q2: 327,350 shares 327,350 $16M 0.29% +16,426 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: 3,547 shares; 2024Q4: 3,567 shares; 2025Q1: 3,216 shares; 2025Q2: 11,882 shares 11,882 $15.9M 0.28% +8,666 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,299 shares; 2024Q4: 85,263 shares; 2025Q1: 80,307 shares; 2025Q2: 71,990 shares 71,990 $15.6M 0.28% -8,317 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,454 shares; 2024Q4: 15,448 shares; 2025Q1: 15,448 shares; 2025Q2: 45,338 shares 45,338 $15.4M 0.27% +29,890 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: 220,321 shares; 2024Q4: 215,451 shares; 2025Q1: 212,137 shares; 2025Q2: 221,201 shares 221,201 $15.3M 0.27% +9,064 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: 117,685 shares; 2024Q4: 113,971 shares; 2025Q1: 113,120 shares; 2025Q2: 111,478 shares 111,478 $15.2M 0.27% -1,642 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: 71,474 shares; 2024Q4: 71,218 shares; 2025Q1: 67,955 shares; 2025Q2: 75,597 shares 75,597 $14.9M 0.27% +7,642 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,077 shares; 2024Q4: 197,143 shares; 2025Q1: 195,142 shares; 2025Q2: 190,647 shares 190,647 $14.9M 0.27% -4,495 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: 25,762 shares; 2024Q4: 29,212 shares; 2025Q1: 29,123 shares; 2025Q2: 67,683 shares 67,683 $14.8M 0.26% +38,560 Timeline IVOO 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: 124,156 shares; 2024Q4: 125,409 shares; 2025Q1: 132,189 shares; 2025Q2: 140,767 shares 140,767 $14.8M 0.26% +8,578 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: 156,485 shares; 2024Q4: 148,758 shares; 2025Q1: 137,646 shares; 2025Q2: 134,077 shares 134,077 $14.5M 0.26% -3,569 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: 325,296 shares; 2024Q4: 316,680 shares; 2025Q1: 320,943 shares; 2025Q2: 326,613 shares 326,613 $14.1M 0.25% +5,670 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,471 shares; 2024Q4: 49,629 shares; 2025Q1: 47,410 shares; 2025Q2: 47,834 shares 47,834 $13.8M 0.25% +424 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: 119,902 shares; 2024Q4: 116,531 shares; 2025Q1: 122,960 shares; 2025Q2: 169,722 shares 169,722 $13.4M 0.24% +46,762 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: 59,933 shares; 2024Q4: 54,502 shares; 2025Q1: 58,136 shares; 2025Q2: 84,057 shares 84,057 $13.4M 0.24% +25,921 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,654 shares; 2024Q4: 67,077 shares; 2025Q1: 69,341 shares; 2025Q2: 64,982 shares 64,982 $13.3M 0.24% -4,359 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: 200,684 shares; 2024Q4: 206,764 shares; 2025Q1: 205,180 shares; 2025Q2: 210,374 shares 210,374 $13.3M 0.24% +5,194 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,276 shares; 2024Q4: 205,264 shares; 2025Q1: 193,416 shares; 2025Q2: 197,045 shares 197,045 $13.2M 0.24% +3,629 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,112 shares; 2024Q4: 328,926 shares; 2025Q1: 309,227 shares; 2025Q2: 293,069 shares 293,069 $13.1M 0.23% -16,158 Timeline IWR 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: 122,937 shares; 2024Q4: 116,526 shares; 2025Q1: 115,611 shares; 2025Q2: 135,960 shares 135,960 $12.5M 0.22% +20,349 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: 386,873 shares; 2024Q4: 325,413 shares; 2025Q1: 181,596 shares; 2025Q2: 111,550 shares 111,550 $12.3M 0.22% -70,046 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,870 shares; 2024Q4: 106,641 shares; 2025Q1: 101,847 shares; 2025Q2: 90,814 shares 90,814 $12.2M 0.22% -11,033 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,281 shares; 2024Q4: 25,539 shares; 2025Q1: 23,390 shares; 2025Q2: 24,000 shares 24,000 $12.2M 0.22% +610 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,547 shares; 2024Q4: 20,225 shares; 2025Q1: 19,965 shares; 2025Q2: 21,376 shares 21,376 $12.1M 0.22% +1,411 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: 110,837 shares; 2024Q4: 113,205 shares; 2025Q1: not reported; 2025Q2: 52,688 shares 52,688 $11.9M 0.21% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,258 shares; 2024Q4: 64,990 shares; 2025Q1: 75,415 shares; 2025Q2: 104,061 shares 104,061 $11.9M 0.21% +28,646 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,248 shares; 2024Q4: 344,876 shares; 2025Q1: 350,183 shares; 2025Q2: 346,945 shares 346,945 $11.7M 0.21% -3,238 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,205 shares; 2024Q4: 81,877 shares; 2025Q1: 80,347 shares; 2025Q2: 117,568 shares 117,568 $11.6M 0.21% +37,221 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,017 shares; 2024Q4: 27,566 shares; 2025Q1: 26,444 shares; 2025Q2: 24,966 shares 24,966 $11.6M 0.21% -1,478 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,952 shares; 2024Q4: 291,605 shares; 2025Q1: 295,695 shares; 2025Q2: 311,683 shares 311,683 $11.4M 0.2% +15,988 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,842 shares; 2024Q4: 99,141 shares; 2025Q1: 103,252 shares; 2025Q2: 109,159 shares 109,159 $11.2M 0.2% +5,907 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: 12,852 shares; 2024Q4: 12,903 shares; 2025Q1: 12,972 shares; 2025Q2: 37,803 shares 37,803 $11.1M 0.2% +24,831 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,325 shares; 2024Q4: 304,462 shares; 2025Q1: 342,522 shares; 2025Q2: 371,573 shares 371,573 $11.1M 0.2% +29,051 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: not reported; 2024Q4: 152,447 shares; 2025Q1: 310,142 shares; 2025Q2: 394,531 shares 394,531 $11.1M 0.2% +84,389 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: 257,036 shares; 2024Q4: 255,447 shares; 2025Q1: 253,117 shares; 2025Q2: 257,322 shares 257,322 $11.1M 0.2% +4,205 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: 10,325 shares; 2024Q4: 10,691 shares; 2025Q1: 10,869 shares; 2025Q2: 19,340 shares 19,340 $10.9M 0.19% +8,471 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: 46,047 shares; 2024Q4: 49,897 shares; 2025Q1: 49,834 shares; 2025Q2: 99,281 shares 99,281 $10.9M 0.19% +49,447 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,391 shares; 2024Q4: 418,260 shares; 2025Q1: 445,335 shares; 2025Q2: 366,932 shares 366,932 $10.8M 0.19% -78,403 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,956 shares; 2024Q4: 255,067 shares; 2025Q1: 253,991 shares; 2025Q2: 261,317 shares 261,317 $10.6M 0.19% +7,326 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,908 shares; 2024Q4: 299,392 shares; 2025Q1: 330,736 shares; 2025Q2: 431,934 shares 431,934 $10.5M 0.19% +101,198 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: 31,890 shares; 2024Q4: 35,919 shares; 2025Q1: 35,691 shares; 2025Q2: 35,834 shares 35,834 $10.5M 0.19% +143 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,554 shares; 2024Q4: 104,640 shares; 2025Q1: 104,745 shares; 2025Q2: 139,017 shares 139,017 $10.3M 0.18% +34,272 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,599 shares; 2024Q4: 337,906 shares; 2025Q1: 365,904 shares; 2025Q2: 403,763 shares 403,763 $10.2M 0.18% +37,859 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,101 shares; 2025Q1: 5,100 shares; 2025Q2: 99,829 shares 99,829 $10.2M 0.18% +94,729 Timeline VMBS 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: 148,794 shares; 2024Q4: 190,593 shares; 2025Q1: 200,906 shares; 2025Q2: 220,270 shares 220,270 $10.2M 0.18% +19,364 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,863 shares; 2024Q4: 243,055 shares; 2025Q1: 270,705 shares; 2025Q2: 392,975 shares 392,975 $10.1M 0.18% +122,270 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,581 shares; 2024Q4: 113,284 shares; 2025Q1: 107,125 shares; 2025Q2: 93,378 shares 93,378 $10.1M 0.18% -13,747 Timeline IOO 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: 259,348 shares; 2024Q4: 212,375 shares; 2025Q1: 161,575 shares; 2025Q2: 93,516 shares 93,516 $10.1M 0.18% -68,059 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,459 shares; 2024Q4: 29,200 shares; 2025Q1: 37,419 shares; 2025Q2: 41,227 shares 41,227 $9.95M 0.18% +3,808 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: 114,674 shares; 2024Q4: 112,422 shares; 2025Q1: 112,580 shares; 2025Q2: 109,139 shares 109,139 $9.79M 0.17% -3,441 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: 166,770 shares; 2024Q4: 166,089 shares; 2025Q1: 166,941 shares; 2025Q2: 171,145 shares 171,145 $9.59M 0.17% +4,204 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: 24,904 shares; 2024Q4: 23,023 shares; 2025Q1: 22,131 shares; 2025Q2: 25,935 shares 25,935 $9.51M 0.17% +3,804 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,639 shares; 2024Q4: 158,633 shares; 2025Q1: 155,782 shares; 2025Q2: 161,795 shares 161,795 $9.49M 0.17% +6,013 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,914 shares; 2024Q4: 199,637 shares; 2025Q1: 196,892 shares; 2025Q2: 204,028 shares 204,028 $9.44M 0.17% +7,136 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: 39,663 shares; 2024Q4: 40,471 shares; 2025Q1: 39,239 shares; 2025Q2: 53,050 shares 53,050 $9.41M 0.17% +13,811 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: 6,083 shares; 2024Q4: 6,119 shares; 2025Q1: 5,912 shares; 2025Q2: 29,390 shares 29,390 $9.37M 0.17% +23,478 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: not reported; 2025Q2: 20,624 shares 20,624 $9.02M 0.16% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,127 shares; 2024Q4: 86,603 shares; 2025Q1: 75,116 shares; 2025Q2: 67,798 shares 67,798 $9M 0.16% -7,318 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: not reported; 2024Q4: 470 shares; 2025Q1: 471 shares; 2025Q2: 16,653 shares 16,653 $8.89M 0.16% +16,182 Timeline IDEV 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: 115,077 shares 115,077 $8.75M 0.16% new 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: not reported; 2024Q4: 3,568 shares; 2025Q1: not reported; 2025Q2: 155,156 shares 155,156 $8.71M 0.16% new 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: 295,514 shares; 2024Q4: 259,466 shares; 2025Q1: 238,420 shares; 2025Q2: 180,585 shares 180,585 $8.64M 0.15% -57,835 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,883 shares; 2024Q4: 609,611 shares; 2025Q1: 684,885 shares; 2025Q2: 795,527 shares 795,527 $8.63M 0.15% +110,642 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,016 shares; 2024Q4: 288,606 shares; 2025Q1: 168,722 shares; 2025Q2: 109,650 shares 109,650 $8.63M 0.15% -59,072 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: 49,497 shares; 2024Q4: 46,008 shares; 2025Q1: 46,104 shares; 2025Q2: 78,210 shares 78,210 $8.61M 0.15% +32,106 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: 72,279 shares; 2024Q4: 70,346 shares; 2025Q1: 68,441 shares; 2025Q2: 64,901 shares 64,901 $8.57M 0.15% -3,540 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: 86,211 shares; 2024Q4: 88,645 shares; 2025Q1: 18,352 shares; 2025Q2: 19,896 shares 19,896 $8.45M 0.15% +1,544 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE 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: 3,489 shares; 2025Q2: 173,487 shares 173,487 $8.34M 0.15% +169,998 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,248 shares; 2024Q4: 145,166 shares; 2025Q1: 117,754 shares; 2025Q2: 104,612 shares 104,612 $8.33M 0.15% -13,142 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: 15,369 shares; 2024Q4: 14,532 shares; 2025Q1: 14,225 shares; 2025Q2: 16,989 shares 16,989 $8.25M 0.15% +2,764 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: 2,030 shares; 2024Q4: 2,051 shares; 2025Q1: 2,135 shares; 2025Q2: 33,174 shares 33,174 $7.9M 0.14% +31,039 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: 704,054 shares; 2024Q4: 657,698 shares; 2025Q1: 762,999 shares; 2025Q2: 925,138 shares 925,138 $7.79M 0.14% +162,139 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 6,470 shares; 2025Q1: 6,144 shares; 2025Q2: 51,977 shares 51,977 $7.77M 0.14% +45,833 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,516 shares 20,516 $7.76M 0.14% new 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: 88,628 shares; 2024Q4: 78,508 shares; 2025Q1: 78,817 shares; 2025Q2: 79,256 shares 79,256 $7.75M 0.14% +439 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: 59,547 shares; 2024Q4: 55,255 shares; 2025Q1: 57,347 shares; 2025Q2: 85,935 shares 85,935 $7.68M 0.14% +28,588 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,443 shares; 2024Q4: 73,826 shares; 2025Q1: 91,971 shares; 2025Q2: 91,761 shares 91,761 $7.62M 0.14% -210 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: 45,398 shares; 2024Q4: 43,200 shares; 2025Q1: 43,860 shares; 2025Q2: 45,741 shares 45,741 $7.52M 0.13% +1,881 Timeline HYMB 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: 246,068 shares; 2024Q4: 257,835 shares; 2025Q1: 294,871 shares; 2025Q2: 303,142 shares 303,142 $7.51M 0.13% +8,271 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: 50,647 shares; 2024Q4: 43,021 shares; 2025Q1: 41,529 shares; 2025Q2: 40,653 shares 40,653 $7.4M 0.13% -876 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,346 shares; 2024Q4: 111,506 shares; 2025Q1: 113,606 shares; 2025Q2: 117,995 shares 117,995 $7.39M 0.13% +4,389 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,730 shares; 2024Q4: 94,263 shares; 2025Q1: 90,644 shares; 2025Q2: 86,428 shares 86,428 $7.33M 0.13% -4,216 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: 26,846 shares; 2024Q4: 24,968 shares; 2025Q1: 24,572 shares; 2025Q2: 25,711 shares 25,711 $7.31M 0.13% +1,139 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: 45,451 shares; 2024Q4: 42,514 shares; 2025Q1: 40,783 shares; 2025Q2: 35,967 shares 35,967 $7.01M 0.12% -4,816 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: 73,151 shares; 2024Q4: 70,519 shares; 2025Q1: 61,243 shares; 2025Q2: 58,342 shares 58,342 $6.98M 0.12% -2,901 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 52,143 shares; 2025Q1: 63,677 shares; 2025Q2: 85,857 shares 85,857 $6.94M 0.12% +22,180 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: 750 shares; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 15,586 shares 15,586 $6.87M 0.12% +14,934 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,230 shares; 2024Q4: 254,254 shares; 2025Q1: 302,531 shares; 2025Q2: 373,843 shares 373,843 $6.84M 0.12% +71,312 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,499 shares; 2024Q4: 23,748 shares; 2025Q1: 21,942 shares; 2025Q2: 76,849 shares 76,849 $6.75M 0.12% +54,907 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,043 shares; 2024Q4: 55,423 shares; 2025Q1: 53,946 shares; 2025Q2: 54,281 shares 54,281 $6.7M 0.12% +335 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,630 shares; 2024Q4: 24,843 shares; 2025Q1: 22,703 shares; 2025Q2: 19,452 shares 19,452 $6.37M 0.11% -3,251 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: 28,194 shares; 2024Q4: 26,623 shares; 2025Q1: 26,874 shares; 2025Q2: 27,540 shares 27,540 $6.34M 0.11% +666 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,111 shares; 2024Q4: 65,397 shares; 2025Q1: 64,219 shares; 2025Q2: 64,577 shares 64,577 $6.23M 0.11% +358 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,508 shares; 2024Q4: 29,074 shares; 2025Q1: 30,986 shares; 2025Q2: 33,839 shares 33,839 $6.19M 0.11% +2,853 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: 40,809 shares; 2024Q4: 39,768 shares; 2025Q1: 37,772 shares; 2025Q2: 37,176 shares 37,176 $6.18M 0.11% -596 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,736 shares; 2024Q4: 24,009 shares; 2025Q1: 22,782 shares; 2025Q2: 20,994 shares 20,994 $6.16M 0.11% -1,788 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: 28,070 shares; 2024Q4: 26,429 shares; 2025Q1: 24,877 shares; 2025Q2: 21,725 shares 21,725 $6.02M 0.11% -3,152 Timeline IWP 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: 44,876 shares; 2024Q4: 41,761 shares; 2025Q1: 43,502 shares; 2025Q2: 43,056 shares 43,056 $5.97M 0.11% -446 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,055 shares; 2024Q4: 50,863 shares; 2025Q1: 50,693 shares; 2025Q2: 50,462 shares 50,462 $5.91M 0.11% -231 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,882 shares; 2024Q4: 89,015 shares; 2025Q1: 81,761 shares; 2025Q2: 72,204 shares 72,204 $5.85M 0.1% -9,557 Timeline ITM 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: 214,938 shares; 2024Q4: 250,100 shares; 2025Q1: 178,571 shares; 2025Q2: 127,818 shares 127,818 $5.81M 0.1% -50,753 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: 67,402 shares; 2024Q4: 55,459 shares; 2025Q1: 48,388 shares; 2025Q2: 39,658 shares 39,658 $5.68M 0.1% -8,730 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,673 shares; 2024Q4: 13,929 shares; 2025Q1: 7,587 shares; 2025Q2: 69,554 shares 69,554 $5.66M 0.1% +61,967 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 8,196 shares; 2025Q1: 7,741 shares; 2025Q2: 7,716 shares 7,716 $5.65M 0.1% -25 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,556 shares 28,556 $5.65M 0.1% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,046 shares; 2024Q4: 508,791 shares; 2025Q1: 529,225 shares; 2025Q2: 487,345 shares 487,345 $5.58M 0.1% -41,880 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,916 shares; 2024Q4: 148,446 shares; 2025Q1: 139,879 shares; 2025Q2: 129,701 shares 129,701 $5.51M 0.1% -10,178 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,825 shares; 2024Q4: 227,904 shares; 2025Q1: 248,179 shares; 2025Q2: 266,121 shares 266,121 $5.45M 0.1% +17,942 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,157 shares; 2024Q4: 27,790 shares; 2025Q1: 22,536 shares; 2025Q2: 79,203 shares 79,203 $5.43M 0.1% +56,667 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: 58,036 shares; 2024Q4: 60,312 shares; 2025Q1: 73,563 shares; 2025Q2: 76,437 shares 76,437 $5.41M 0.1% +2,874 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: 7,188 shares; 2024Q4: 7,163 shares; 2025Q1: 7,101 shares; 2025Q2: 45,001 shares 45,001 $5.37M 0.1% +37,900 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,411 shares 71,411 $5.29M 0.09% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,552 shares; 2025Q1: 1,993 shares; 2025Q2: 33,671 shares 33,671 $5.25M 0.09% +31,678 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: 16,298 shares; 2024Q4: 14,945 shares; 2025Q1: 10,560 shares; 2025Q2: 73,718 shares 73,718 $5.19M 0.09% +63,158 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,949 shares; 2024Q4: 24,015 shares; 2025Q1: 21,521 shares; 2025Q2: 22,279 shares 22,279 $5.19M 0.09% +758 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,563 shares; 2024Q4: 87,189 shares; 2025Q1: 84,290 shares; 2025Q2: 76,390 shares 76,390 $5.13M 0.09% -7,900 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,999 shares; 2025Q1: 5,284 shares; 2025Q2: 61,755 shares 61,755 $5.12M 0.09% +56,471 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: 24,868 shares; 2024Q4: 34,309 shares; 2025Q1: 23,802 shares; 2025Q2: 26,337 shares 26,337 $5.12M 0.09% +2,535 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 12 shares; 2025Q2: 7 shares 7 $5.1M 0.09% -5 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: 13,482 shares; 2024Q4: 13,158 shares; 2025Q1: 14,296 shares; 2025Q2: 16,750 shares 16,750 $5.09M 0.09% +2,454 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 6,793 shares; 2025Q1: 4,544 shares; 2025Q2: 18,004 shares 18,004 $5.03M 0.09% +13,460 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230,760 shares 230,760 $4.85M 0.09% new 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: 14,859 shares; 2024Q4: 16,222 shares; 2025Q1: 14,463 shares; 2025Q2: 15,172 shares 15,172 $4.82M 0.09% +709 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: 26,768 shares; 2024Q4: 26,672 shares; 2025Q1: 23,955 shares; 2025Q2: 21,385 shares 21,385 $4.77M 0.08% -2,570 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,734 shares; 2024Q4: 74,638 shares; 2025Q1: 76,346 shares; 2025Q2: 81,386 shares 81,386 $4.71M 0.08% +5,040 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,933 shares; 2024Q4: 76,941 shares; 2025Q1: 75,438 shares; 2025Q2: 76,336 shares 76,336 $4.69M 0.08% +898 Timeline WCLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,055 shares 129,055 $4.66M 0.08% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,346 shares; 2024Q4: 15,239 shares; 2025Q1: not reported; 2025Q2: 50,443 shares 50,443 $4.63M 0.08% new 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: 16,713 shares; 2024Q4: 23,114 shares; 2025Q1: 21,975 shares; 2025Q2: 25,822 shares 25,822 $4.56M 0.08% +3,847 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: not reported; 2024Q4: not reported; 2025Q1: 1,319 shares; 2025Q2: 24,858 shares 24,858 $4.47M 0.08% +23,539 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,466 shares; 2025Q2: 36,241 shares 36,241 $4.3M 0.08% +13,775 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 3,309 shares; 2025Q1: 2,549 shares; 2025Q2: 25,373 shares 25,373 $4.21M 0.07% +22,824 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: 94,420 shares; 2024Q4: 191,010 shares; 2025Q1: 190,388 shares; 2025Q2: 186,458 shares 186,458 $4.12M 0.07% -3,930 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,242 shares; 2024Q4: 12,082 shares; 2025Q1: 10,678 shares; 2025Q2: 10,582 shares 10,582 $4.11M 0.07% -96 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,183 shares 17,183 $4.08M 0.07% new 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: 7,037 shares; 2024Q4: 6,619 shares; 2025Q1: 6,278 shares; 2025Q2: 6,153 shares 6,153 $4.08M 0.07% -125 Timeline SHYG 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: 95,771 shares; 2024Q4: 89,334 shares; 2025Q1: 90,771 shares; 2025Q2: 93,609 shares 93,609 $4.04M 0.07% +2,838 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,418 shares; 2024Q4: 18,276 shares; 2025Q1: 16,993 shares; 2025Q2: 19,722 shares 19,722 $4.04M 0.07% +2,729 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: 34,019 shares; 2024Q4: 32,403 shares; 2025Q1: 31,387 shares; 2025Q2: 30,135 shares 30,135 $4.02M 0.07% -1,252 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 3,512 shares; 2025Q1: 3,485 shares; 2025Q2: 3,807 shares 3,807 $3.96M 0.07% +322 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,692 shares; 2024Q4: 13,677 shares; 2025Q1: 13,654 shares; 2025Q2: 12,810 shares 12,810 $3.95M 0.07% -844 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: 33,668 shares; 2024Q4: 34,107 shares; 2025Q1: 31,307 shares; 2025Q2: 26,951 shares 26,951 $3.94M 0.07% -4,356 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,535 shares; 2025Q1: 1,988 shares; 2025Q2: 29,811 shares 29,811 $3.92M 0.07% +27,823 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: 48,343 shares 48,343 $3.87M 0.07% new 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: 17,702 shares; 2024Q4: 18,286 shares; 2025Q1: not reported; 2025Q2: 4,778 shares 4,778 $3.83M 0.07% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 9,362 shares; 2025Q1: 9,250 shares; 2025Q2: 9,548 shares 9,548 $3.78M 0.07% +298 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: 11,772 shares; 2024Q4: 10,947 shares; 2025Q1: 11,213 shares; 2025Q2: 12,118 shares 12,118 $3.69M 0.07% +905 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: 42,723 shares; 2024Q4: 32,949 shares; 2025Q1: 27,910 shares; 2025Q2: 23,889 shares 23,889 $3.64M 0.06% -4,021 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,879 shares 30,879 $3.52M 0.06% new 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: 6,552 shares; 2024Q4: 6,745 shares; 2025Q1: 4,645 shares; 2025Q2: 17,314 shares 17,314 $3.38M 0.06% +12,669 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: 9,459 shares; 2024Q4: 8,701 shares; 2025Q1: 9,105 shares; 2025Q2: 55,507 shares 55,507 $3.33M 0.06% +46,402 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: 4,320 shares; 2024Q4: 4,327 shares; 2025Q1: 3,765 shares; 2025Q2: 4,106 shares 4,106 $3.23M 0.06% +341 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: 4,376 shares; 2024Q4: 4,450 shares; 2025Q1: 5,295 shares; 2025Q2: 5,943 shares 5,943 $3.23M 0.06% +648 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: 66,513 shares; 2024Q4: 74,727 shares; 2025Q1: 74,727 shares; 2025Q2: 74,545 shares 74,545 $3.21M 0.06% -182 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,968 shares; 2025Q2: 51,968 shares 51,968 $3.21M 0.06% 0 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: 10,367 shares; 2024Q4: 10,087 shares; 2025Q1: 9,372 shares; 2025Q2: 10,629 shares 10,629 $3.19M 0.06% +1,257 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,491 shares; 2024Q4: 60,172 shares; 2025Q1: 60,084 shares; 2025Q2: 55,587 shares 55,587 $3.12M 0.06% -4,497 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,851 shares; 2024Q4: 25,076 shares; 2025Q1: 22,730 shares; 2025Q2: 18,482 shares 18,482 $3.02M 0.05% -4,248 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: 3,151 shares; 2024Q4: 3,083 shares; 2025Q1: 3,165 shares; 2025Q2: 4,249 shares 4,249 $3.01M 0.05% +1,084 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,852 shares; 2024Q4: 95,943 shares; 2025Q1: 89,570 shares; 2025Q2: 91,848 shares 91,848 $3M 0.05% +2,278 Timeline EEM 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: 14,121 shares; 2024Q4: 12,279 shares; 2025Q1: 13,511 shares; 2025Q2: 61,731 shares 61,731 $2.98M 0.05% +48,220 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: 66,416 shares; 2024Q4: 68,721 shares; 2025Q1: 60,685 shares; 2025Q2: 62,032 shares 62,032 $2.94M 0.05% +1,347 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,002 shares; 2024Q4: 79,009 shares; 2025Q1: 73,442 shares; 2025Q2: 64,252 shares 64,252 $2.91M 0.05% -9,190 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: 19,448 shares; 2024Q4: 18,165 shares; 2025Q1: 17,146 shares; 2025Q2: 15,135 shares 15,135 $2.85M 0.05% -2,011 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,974 shares 35,974 $2.71M 0.05% new 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: 10,412 shares; 2024Q4: 10,802 shares; 2025Q1: 10,479 shares; 2025Q2: 11,794 shares 11,794 $2.62M 0.05% +1,315 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,798 shares; 2024Q4: 223,472 shares; 2025Q1: 213,419 shares; 2025Q2: 42,771 shares 42,771 $2.55M 0.05% -170,648 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,946 shares; 2024Q4: 39,186 shares; 2025Q1: 37,300 shares; 2025Q2: 30,978 shares 30,978 $2.53M 0.05% -6,322 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,806 shares; 2024Q4: 35,896 shares; 2025Q1: 35,954 shares; 2025Q2: 38,141 shares 38,141 $2.53M 0.05% +2,187 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: 2,991 shares; 2024Q4: 5,239 shares; 2025Q1: 5,299 shares; 2025Q2: 5,685 shares 5,685 $2.49M 0.04% +386 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 4,092 shares; 2025Q1: 4,328 shares; 2025Q2: 6,267 shares 6,267 $2.44M 0.04% +1,939 Timeline UMBF UMB FINL CORP More: the full row for UMB 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: 22,734 shares; 2025Q2: 22,834 shares 22,834 $2.4M 0.04% +100 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,139 shares; 2024Q4: 85,870 shares; 2025Q1: 85,870 shares; 2025Q2: 85,870 shares 85,870 $2.28M 0.04% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,507 shares; 2025Q2: 32,507 shares 32,507 $2.19M 0.04% 0 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: 13,080 shares; 2024Q4: 60,824 shares; 2025Q1: 77,124 shares; 2025Q2: 73,948 shares 73,948 $2.16M 0.04% -3,176 Timeline IHDG 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: 46,978 shares; 2024Q4: 47,479 shares; 2025Q1: 47,479 shares; 2025Q2: 47,479 shares 47,479 $2.14M 0.04% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 606 shares; 2025Q1: 588 shares; 2025Q2: 569 shares 569 $2.11M 0.04% -19 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: 4,189 shares; 2024Q4: 4,041 shares; 2025Q1: 4,213 shares; 2025Q2: 6,937 shares 6,937 $2.01M 0.04% +2,724 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,401 shares; 2024Q4: 11,405 shares; 2025Q1: 11,407 shares; 2025Q2: 11,405 shares 11,405 $1.92M 0.03% -2 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: 151 shares; 2024Q4: 160 shares; 2025Q1: 195 shares; 2025Q2: 328 shares 328 $1.9M 0.03% +133 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,454 shares; 2024Q4: 13,203 shares; 2025Q1: 16,631 shares; 2025Q2: 20,358 shares 20,358 $1.86M 0.03% +3,727 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,612 shares; 2024Q4: 17,051 shares; 2025Q1: 18,015 shares; 2025Q2: 14,934 shares 14,934 $1.85M 0.03% -3,081 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: not reported; 2024Q4: 10,394 shares; 2025Q1: not reported; 2025Q2: 14,958 shares 14,958 $1.85M 0.03% new Timeline GVI 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: 21,340 shares; 2024Q4: 17,437 shares; 2025Q1: 17,494 shares; 2025Q2: 17,254 shares 17,254 $1.84M 0.03% -240 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,071 shares; 2024Q4: 7,739 shares; 2025Q1: 8,601 shares; 2025Q2: 8,001 shares 8,001 $1.83M 0.03% -600 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,053 shares; 2024Q4: 29,977 shares; 2025Q1: 27,045 shares; 2025Q2: 24,149 shares 24,149 $1.83M 0.03% -2,896 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,940 shares; 2024Q4: 15,173 shares; 2025Q1: 14,177 shares; 2025Q2: 13,430 shares 13,430 $1.81M 0.03% -747 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,035 shares; 2024Q4: 79,092 shares; 2025Q1: 62,112 shares; 2025Q2: 56,344 shares 56,344 $1.73M 0.03% -5,768 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: 597 shares; 2024Q4: 1,292 shares; 2025Q1: 1,268 shares; 2025Q2: 1,654 shares 1,654 $1.7M 0.03% +386 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: 4,795 shares; 2024Q4: 4,959 shares; 2025Q1: 4,957 shares; 2025Q2: 4,738 shares 4,738 $1.69M 0.03% -219 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: 2,323 shares; 2024Q4: 2,476 shares; 2025Q1: 2,140 shares; 2025Q2: 4,693 shares 4,693 $1.67M 0.03% +2,553 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,354 shares; 2024Q4: 5,763 shares; 2025Q1: 5,924 shares; 2025Q2: 5,882 shares 5,882 $1.66M 0.03% -42 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,111 shares; 2024Q4: 16,030 shares; 2025Q1: 16,228 shares; 2025Q2: 17,769 shares 17,769 $1.66M 0.03% +1,541 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: 8,955 shares; 2024Q4: 9,414 shares; 2025Q1: 9,214 shares; 2025Q2: 9,025 shares 9,025 $1.64M 0.03% -189 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: 3,272 shares; 2024Q4: 3,172 shares; 2025Q1: 3,224 shares; 2025Q2: 3,068 shares 3,068 $1.62M 0.03% -156 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,205 shares; 2024Q4: 33,070 shares; 2025Q1: 36,691 shares; 2025Q2: 36,570 shares 36,570 $1.6M 0.03% -121 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 6,918 shares; 2025Q1: 6,014 shares; 2025Q2: 6,346 shares 6,346 $1.57M 0.03% +332 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 13,498 shares; 2025Q1: 14,199 shares; 2025Q2: 20,964 shares 20,964 $1.56M 0.03% +6,765 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,613 shares; 2024Q4: 5,283 shares; 2025Q1: 5,189 shares; 2025Q2: 5,327 shares 5,327 $1.55M 0.03% +138 Timeline MGK 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: 4,098 shares; 2024Q4: 4,028 shares; 2025Q1: 4,028 shares; 2025Q2: 4,218 shares 4,218 $1.54M 0.03% +190 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,666 shares; 2024Q4: 54,294 shares; 2025Q1: 48,548 shares; 2025Q2: 37,223 shares 37,223 $1.54M 0.03% -11,325 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,391 shares; 2025Q1: 3,160 shares; 2025Q2: 3,061 shares 3,061 $1.53M 0.03% -99 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 6,634 shares; 2025Q1: 6,009 shares; 2025Q2: 5,647 shares 5,647 $1.52M 0.03% -362 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 813 shares; 2025Q1: 839 shares; 2025Q2: 2,013 shares 2,013 $1.52M 0.03% +1,174 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: 2,566 shares; 2024Q4: 2,524 shares; 2025Q1: 4,392 shares; 2025Q2: 3,210 shares 3,210 $1.51M 0.03% -1,182 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: 6,072 shares; 2024Q4: 5,793 shares; 2025Q1: 4,478 shares; 2025Q2: 5,536 shares 5,536 $1.48M 0.03% +1,058 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 7,711 shares; 2025Q1: 7,026 shares; 2025Q2: 6,686 shares 6,686 $1.48M 0.03% -340 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,607 shares; 2024Q4: 29,607 shares; 2025Q1: 29,604 shares; 2025Q2: 28,751 shares 28,751 $1.47M 0.03% -853 Timeline NVR NVR INC More: the full row for NVR 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: 197 shares 197 $1.45M 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 6,478 shares; 2025Q1: 6,932 shares; 2025Q2: 6,925 shares 6,925 $1.45M 0.03% -7 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: 52,154 shares; 2024Q4: 47,776 shares; 2025Q1: 37,139 shares; 2025Q2: 40,559 shares 40,559 $1.45M 0.03% +3,420 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: 9,792 shares; 2024Q4: 9,014 shares; 2025Q1: 9,072 shares; 2025Q2: 17,905 shares 17,905 $1.44M 0.03% +8,833 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 3,741 shares; 2025Q1: 4,558 shares; 2025Q2: 5,050 shares 5,050 $1.41M 0.03% +492 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5,097 shares; 2025Q1: 3,997 shares; 2025Q2: 3,189 shares 3,189 $1.41M 0.03% -808 Timeline MGC 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: 11,974 shares; 2024Q4: 10,166 shares; 2025Q1: 9,501 shares; 2025Q2: 6,245 shares 6,245 $1.4M 0.03% -3,256 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,120 shares; 2024Q4: 20,632 shares; 2025Q1: 20,291 shares; 2025Q2: 19,759 shares 19,759 $1.4M 0.02% -532 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,943 shares; 2024Q4: 11,782 shares; 2025Q1: 10,580 shares; 2025Q2: 10,642 shares 10,642 $1.38M 0.02% +62 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: 21,861 shares; 2024Q4: 24,148 shares; 2025Q1: not reported; 2025Q2: 4,971 shares 4,971 $1.37M 0.02% new Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,851 shares; 2025Q2: 24,851 shares 24,851 $1.35M 0.02% 0 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: 5,406 shares; 2024Q4: 3,295 shares; 2025Q1: 3,452 shares; 2025Q2: 4,401 shares 4,401 $1.32M 0.02% +949 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,122 shares; 2024Q4: 92,711 shares; 2025Q1: 86,490 shares; 2025Q2: 16,372 shares 16,372 $1.31M 0.02% -70,118 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,039 shares 5,039 $1.3M 0.02% new Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,584 shares; 2024Q4: 44,139 shares; 2025Q1: 33,115 shares; 2025Q2: 33,115 shares 33,115 $1.27M 0.02% 0 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,758 shares; 2024Q4: 146,935 shares; 2025Q1: 169,271 shares; 2025Q2: 153,988 shares 153,988 $1.26M 0.02% -15,283 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 10,083 shares; 2025Q1: 9,905 shares; 2025Q2: 9,692 shares 9,692 $1.24M 0.02% -213 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: 15,989 shares; 2024Q4: 16,038 shares; 2025Q1: 19,826 shares; 2025Q2: 19,826 shares 19,826 $1.24M 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,135 shares; 2024Q4: 12,274 shares; 2025Q1: 13,470 shares; 2025Q2: 18,258 shares 18,258 $1.23M 0.02% +4,788 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,204 shares; 2025Q1: 9,966 shares; 2025Q2: 9,008 shares 9,008 $1.23M 0.02% -958 Timeline XAR 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: 5,802 shares; 2025Q2: 5,791 shares 5,791 $1.22M 0.02% -11 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,841 shares; 2024Q4: 10,087 shares; 2025Q1: 8,875 shares; 2025Q2: 9,141 shares 9,141 $1.2M 0.02% +266 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: 16,538 shares; 2024Q4: 17,395 shares; 2025Q1: 12,030 shares; 2025Q2: 10,704 shares 10,704 $1.19M 0.02% -1,326 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 94,527 shares; 2025Q1: 97,527 shares; 2025Q2: 101,327 shares 101,327 $1.18M 0.02% +3,800 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: 9,818 shares; 2024Q4: 8,972 shares; 2025Q1: 8,236 shares; 2025Q2: 8,353 shares 8,353 $1.18M 0.02% +117 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,128 shares; 2024Q4: 11,523 shares; 2025Q1: 10,073 shares; 2025Q2: 9,028 shares 9,028 $1.16M 0.02% -1,045 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 14,371 shares; 2025Q1: 13,763 shares; 2025Q2: 27,702 shares 27,702 $1.16M 0.02% +13,939 Timeline XMTR XOMETRY INC More: the full row for XOMETRY 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: 56,792 shares; 2025Q2: 34,292 shares 34,292 $1.16M 0.02% -22,500 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: 14,037 shares; 2024Q4: 14,257 shares; 2025Q1: 10,443 shares; 2025Q2: 9,526 shares 9,526 $1.15M 0.02% -917 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,878 shares; 2024Q4: 14,120 shares; 2025Q1: 14,149 shares; 2025Q2: 12,889 shares 12,889 $1.12M 0.02% -1,260 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: 347 shares; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 428 shares 428 $1.12M 0.02% +59 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,744 shares; 2024Q4: 18,316 shares; 2025Q1: 12,297 shares; 2025Q2: 10,526 shares 10,526 $1.11M 0.02% -1,771 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,813 shares; 2024Q4: 17,833 shares; 2025Q1: 17,833 shares; 2025Q2: 18,070 shares 18,070 $1.11M 0.02% +237 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,946 shares; 2024Q4: 4,010 shares; 2025Q1: 3,845 shares; 2025Q2: 3,169 shares 3,169 $1.09M 0.02% -676 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: 15,344 shares; 2024Q4: 13,899 shares; 2025Q1: 13,464 shares; 2025Q2: 11,420 shares 11,420 $1.05M 0.02% -2,044 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,085 shares; 2025Q1: 4,100 shares; 2025Q2: 4,177 shares 4,177 $1.03M 0.02% +77 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: 29,610 shares; 2024Q4: 16,500 shares; 2025Q1: 13,702 shares; 2025Q2: 7,347 shares 7,347 $1.01M 0.02% -6,355 Timeline IAGG 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: 4,923 shares; 2024Q4: 5,108 shares; 2025Q1: 5,108 shares; 2025Q2: 18,955 shares 18,955 $968K 0.02% +13,847 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,538 shares; 2024Q4: 10,235 shares; 2025Q1: 10,235 shares; 2025Q2: 10,035 shares 10,035 $964K 0.02% -200 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,165 shares; 2024Q4: 4,170 shares; 2025Q1: 3,762 shares; 2025Q2: 3,754 shares 3,754 $961K 0.02% -8 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: 2,433 shares; 2024Q4: 10,691 shares; 2025Q1: not reported; 2025Q2: 10,548 shares 10,548 $960K 0.02% new Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,850 shares; 2024Q4: 21,999 shares; 2025Q1: 21,082 shares; 2025Q2: 17,525 shares 17,525 $950K 0.02% -3,557 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,295 shares; 2024Q4: 17,994 shares; 2025Q1: 18,211 shares; 2025Q2: 18,006 shares 18,006 $947K 0.02% -205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,016 shares 18,016 $944K 0.02% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,279 shares; 2024Q4: 29,828 shares; 2025Q1: 26,144 shares; 2025Q2: 22,764 shares 22,764 $936K 0.02% -3,380 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,844 shares; 2024Q4: 108,374 shares; 2025Q1: 70,520 shares; 2025Q2: 23,474 shares 23,474 $912K 0.02% -47,046 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: 3,378 shares; 2024Q4: 2,861 shares; 2025Q1: 4,875 shares; 2025Q2: 4,500 shares 4,500 $906K 0.02% -375 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 7,264 shares; 2025Q1: 7,045 shares; 2025Q2: 7,140 shares 7,140 $905K 0.02% +95 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: 7,424 shares; 2024Q4: 31,818 shares; 2025Q1: 31,818 shares; 2025Q2: 31,818 shares 31,818 $880K 0.02% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,813 shares; 2025Q1: 6,326 shares; 2025Q2: 6,605 shares 6,605 $879K 0.02% +279 Timeline MGV 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: 165,454 shares; 2024Q4: 147,862 shares; 2025Q1: 6,681 shares; 2025Q2: 6,681 shares 6,681 $877K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 8,653 shares; 2025Q1: 7,078 shares; 2025Q2: 7,093 shares 7,093 $852K 0.02% +15 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,220 shares; 2024Q4: 11,538 shares; 2025Q1: 9,843 shares; 2025Q2: 9,397 shares 9,397 $837K 0.01% -446 Timeline HEFA 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: 18,091 shares; 2024Q4: 18,898 shares; 2025Q1: 18,898 shares; 2025Q2: 21,983 shares 21,983 $834K 0.01% +3,085 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: not reported; 2024Q4: not reported; 2025Q1: 6,035 shares; 2025Q2: 10,008 shares 10,008 $829K 0.01% +3,973 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: 47,069 shares; 2024Q4: 41,715 shares; 2025Q1: 34,031 shares; 2025Q2: 27,702 shares 27,702 $829K 0.01% -6,329 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: 6,279 shares 6,279 $806K 0.01% new 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: 10,938 shares; 2024Q4: 10,665 shares; 2025Q1: 9,591 shares; 2025Q2: 9,231 shares 9,231 $805K 0.01% -360 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: 12,347 shares; 2024Q4: 13,007 shares; 2025Q1: 13,098 shares; 2025Q2: 11,206 shares 11,206 $783K 0.01% -1,892 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: 4,212 shares; 2024Q4: 4,605 shares; 2025Q1: 6,159 shares; 2025Q2: 5,479 shares 5,479 $777K 0.01% -680 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: 5,967 shares; 2024Q4: 5,880 shares; 2025Q1: 8,160 shares; 2025Q2: 7,413 shares 7,413 $775K 0.01% -747 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: 11,825 shares; 2024Q4: 11,913 shares; 2025Q1: 9,398 shares; 2025Q2: 8,431 shares 8,431 $774K 0.01% -967 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,738 shares; 2025Q1: not reported; 2025Q2: 8,890 shares 8,890 $764K 0.01% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,584 shares; 2025Q1: 2,943 shares; 2025Q2: 2,967 shares 2,967 $764K 0.01% +24 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: 10,679 shares; 2024Q4: 11,815 shares; 2025Q1: 11,734 shares; 2025Q2: 9,435 shares 9,435 $762K 0.01% -2,299 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 8,696 shares; 2025Q1: 8,696 shares; 2025Q2: 8,634 shares 8,634 $762K 0.01% -62 Timeline VRP 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: 34,085 shares; 2024Q4: 33,095 shares; 2025Q1: 33,095 shares; 2025Q2: 30,542 shares 30,542 $747K 0.01% -2,553 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: 3,930 shares; 2024Q4: 4,007 shares; 2025Q1: 3,736 shares; 2025Q2: 3,277 shares 3,277 $745K 0.01% -459 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: 1,977 shares; 2024Q4: not reported; 2025Q1: 2,570 shares; 2025Q2: 5,570 shares 5,570 $736K 0.01% +3,000 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: 5,906 shares; 2024Q4: 6,386 shares; 2025Q1: 8,594 shares; 2025Q2: 8,566 shares 8,566 $733K 0.01% -28 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,014 shares; 2024Q4: 16,789 shares; 2025Q1: 16,931 shares; 2025Q2: 15,541 shares 15,541 $728K 0.01% -1,390 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,692 shares; 2025Q1: 2,005 shares; 2025Q2: 2,686 shares 2,686 $717K 0.01% +681 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 6,840 shares; 2025Q1: 6,984 shares; 2025Q2: 6,620 shares 6,620 $711K 0.01% -364 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,482 shares 6,482 $711K 0.01% new 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: 513 shares; 2024Q4: 532 shares; 2025Q1: 435 shares; 2025Q2: 455 shares 455 $692K 0.01% +20 Timeline SCHK 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: 11,532 shares; 2024Q4: 23,064 shares; 2025Q1: 23,064 shares; 2025Q2: 23,064 shares 23,064 $688K 0.01% 0 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: 3,641 shares; 2024Q4: 2,410 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares 2,410 $688K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 997 shares; 2025Q1: 1,049 shares; 2025Q2: 1,791 shares 1,791 $686K 0.01% +742 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 2,776 shares; 2025Q1: 2,007 shares; 2025Q2: 2,010 shares 2,010 $683K 0.01% +3 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 5,175 shares; 2025Q1: 4,201 shares; 2025Q2: 3,854 shares 3,854 $676K 0.01% -347 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,625 shares; 2025Q1: 1,615 shares; 2025Q2: 2,663 shares 2,663 $668K 0.01% +1,048 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 7,688 shares; 2025Q1: 7,859 shares; 2025Q2: 7,328 shares 7,328 $666K 0.01% -531 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: not reported; 2024Q4: 8,306 shares; 2025Q1: not reported; 2025Q2: 10,482 shares 10,482 $665K 0.01% new Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares 10,400 $662K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 3,535 shares; 2025Q1: 3,159 shares; 2025Q2: 3,554 shares 3,554 $652K 0.01% +395 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: 9,026 shares; 2024Q4: 9,913 shares; 2025Q1: 11,905 shares; 2025Q2: 14,483 shares 14,483 $628K 0.01% +2,578 Timeline DGRW 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: 7,188 shares; 2024Q4: 7,581 shares; 2025Q1: not reported; 2025Q2: 7,461 shares 7,461 $625K 0.01% 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: 6,051 shares; 2024Q4: 5,963 shares; 2025Q1: 5,253 shares; 2025Q2: 3,614 shares 3,614 $623K 0.01% -1,639 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: 3,030 shares; 2024Q4: 3,206 shares; 2025Q1: 1,424 shares; 2025Q2: 1,656 shares 1,656 $621K 0.01% +232 Timeline MNAT MARQUETTE NATL CORP More: the full row for MARQUETTE NATL 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: 19,528 shares; 2025Q2: 19,528 shares 19,528 $615K 0.01% 0 Timeline SMMD 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: 8,977 shares 8,977 $608K 0.01% 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: 21,583 shares; 2024Q4: 24,373 shares; 2025Q1: 17,651 shares; 2025Q2: 12,541 shares 12,541 $606K 0.01% -5,110 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,421 shares; 2024Q4: 8,145 shares; 2025Q1: 7,884 shares; 2025Q2: 7,999 shares 7,999 $597K 0.01% +115 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: not reported; 2024Q4: 3,265 shares; 2025Q1: 2,360 shares; 2025Q2: 3,512 shares 3,512 $592K 0.01% +1,152 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 2,662 shares; 2025Q1: 2,619 shares; 2025Q2: 2,714 shares 2,714 $592K 0.01% +95 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,407 shares 3,407 $590K 0.01% new 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: 7,144 shares; 2024Q4: 7,475 shares; 2025Q1: 7,427 shares; 2025Q2: 5,829 shares 5,829 $588K 0.01% -1,598 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,190 shares; 2024Q4: 16,466 shares; 2025Q1: 16,429 shares; 2025Q2: 16,402 shares 16,402 $578K 0.01% -27 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 5,667 shares; 2025Q1: 5,472 shares; 2025Q2: 5,472 shares 5,472 $567K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,904 shares; 2025Q1: 2,199 shares; 2025Q2: 2,124 shares 2,124 $566K 0.01% -75 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,079 shares; 2025Q1: 2,975 shares; 2025Q2: 2,792 shares 2,792 $555K 0.01% -183 Timeline PGX 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: 67,432 shares; 2024Q4: 55,617 shares; 2025Q1: 51,923 shares; 2025Q2: 48,574 shares 48,574 $541K 0.01% -3,349 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,597 shares; 2024Q4: 4,242 shares; 2025Q1: 3,860 shares; 2025Q2: 3,668 shares 3,668 $534K 0.01% -192 Timeline FNDA 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: 9,371 shares; 2024Q4: 18,596 shares; 2025Q1: 18,596 shares; 2025Q2: 18,596 shares 18,596 $533K 0.01% 0 Timeline DSI 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: 4,476 shares 4,476 $520K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,980 shares; 2024Q4: 16,854 shares; 2025Q1: 11,491 shares; 2025Q2: 9,803 shares 9,803 $508K 0.01% -1,688 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 2,231 shares 2,231 $507K 0.01% +324 Timeline ITOT 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: 2,320 shares; 2025Q2: 3,728 shares 3,728 $503K 0.01% +1,408 Timeline 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: 10,452 shares; 2024Q4: 6,886 shares; 2025Q1: 7,559 shares; 2025Q2: 7,477 shares 7,477 $503K 0.01% -82 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: 14,944 shares; 2024Q4: 14,924 shares; 2025Q1: 10,268 shares; 2025Q2: 7,974 shares 7,974 $488K 0.01% -2,294 VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,611 shares; 2025Q1: 3,611 shares; 2025Q2: 3,611 shares 3,611 $485K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 7,932 shares; 2025Q1: 8,204 shares; 2025Q2: 6,618 shares 6,618 $484K 0.01% -1,586 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,648 shares; 2024Q4: 19,273 shares; 2025Q1: 13,320 shares; 2025Q2: 9,109 shares 9,109 $481K 0.01% -4,211 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: 4,399 shares; 2024Q4: 3,999 shares; 2025Q1: 3,763 shares; 2025Q2: 6,903 shares 6,903 $476K 0.01% +3,140 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,214 shares; 2024Q4: 20,753 shares; 2025Q1: 14,436 shares; 2025Q2: 10,027 shares 10,027 $475K 0.01% -4,409 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,268 shares; 2024Q4: 16,108 shares; 2025Q1: 8,386 shares; 2025Q2: 8,350 shares 8,350 $471K 0.01% -36 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,486 shares 1,486 $465K 0.01% new Timeline SCHO 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: 19,050 shares 19,050 $464K 0.01% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 12,924 shares; 2025Q1: 9,140 shares; 2025Q2: 7,535 shares 7,535 $463K 0.01% -1,605 GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 5,270 shares; 2025Q1: 4,238 shares; 2025Q2: 3,813 shares 3,813 $463K 0.01% -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: 2,130 shares; 2024Q4: 2,093 shares; 2025Q1: 2,163 shares; 2025Q2: 2,607 shares 2,607 $449K 0.01% +444 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 3,281 shares; 2025Q1: 3,476 shares; 2025Q2: 3,472 shares 3,472 $448K 0.01% -4 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 9,238 shares; 2025Q1: 11,644 shares; 2025Q2: 13,738 shares 13,738 $446K 0.01% +2,094 Timeline ICF 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: 8,489 shares; 2025Q1: not reported; 2025Q2: 7,282 shares 7,282 $445K 0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,501 shares; 2024Q4: 41,457 shares; 2025Q1: 25,859 shares; 2025Q2: 23,883 shares 23,883 $444K 0.01% -1,976 Timeline FNWD FINWARD BANCORP More: the full row for FINWARD BANCORP 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: 16,000 shares 16,000 $442K 0.01% new Timeline DGRO 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: 5,416 shares; 2024Q4: 5,416 shares; 2025Q1: 6,250 shares; 2025Q2: 6,864 shares 6,864 $439K 0.01% +614 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: 2,122 shares; 2024Q4: 1,523 shares; 2025Q1: 1,311 shares; 2025Q2: 1,323 shares 1,323 $437K 0.01% +12 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,797 shares; 2025Q1: 2,404 shares; 2025Q2: 1,788 shares 1,788 $437K 0.01% -616 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: 1,934 shares; 2025Q2: 1,934 shares 1,934 $433K 0.01% 0 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: 522 shares; 2024Q4: 558 shares; 2025Q1: 599 shares; 2025Q2: 618 shares 618 $432K 0.01% +19 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: 2,995 shares; 2024Q4: 2,992 shares; 2025Q1: 3,016 shares; 2025Q2: 2,907 shares 2,907 $431K 0.01% -109 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,346 shares 3,346 $430K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,617 shares 4,617 $428K 0.01% new 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: 3,659 shares; 2024Q4: 3,811 shares; 2025Q1: not reported; 2025Q2: 1,949 shares 1,949 $426K 0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,160 shares 7,160 $425K 0.01% new Timeline DON 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: 8,318 shares; 2024Q4: 8,318 shares; 2025Q1: 8,318 shares; 2025Q2: 8,318 shares 8,318 $417K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares 1,049 $416K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 4,351 shares; 2025Q1: 3,860 shares; 2025Q2: 3,926 shares 3,926 $414K 0.01% +66 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 5,600 shares; 2025Q1: 4,791 shares; 2025Q2: 4,178 shares 4,178 $413K 0.01% -613 Timeline FFIV F5 INC More: the full row for F5 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: 1,375 shares 1,375 $405K 0.01% new Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 3,237 shares; 2025Q1: 6,474 shares; 2025Q2: 5,595 shares 5,595 $404K 0.01% -879 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,598 shares; 2024Q4: 6,598 shares; 2025Q1: 4,097 shares; 2025Q2: 4,097 shares 4,097 $399K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 4,389 shares; 2025Q1: 4,399 shares; 2025Q2: 3,725 shares 3,725 $397K 0.01% -674 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 6,787 shares; 2025Q1: 8,035 shares; 2025Q2: 8,062 shares 8,062 $397K 0.01% +27 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,518 shares; 2025Q1: 2,518 shares; 2025Q2: 2,518 shares 2,518 $396K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 671 shares; 2025Q1: 673 shares; 2025Q2: 969 shares 969 $396K 0.01% +296 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,774 shares; 2024Q4: 11,106 shares; 2025Q1: 9,106 shares; 2025Q2: 10,180 shares 10,180 $391K 0.01% +1,074 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 1,915 shares; 2025Q1: 1,634 shares; 2025Q2: 1,855 shares 1,855 $388K 0.01% +221 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,254 shares 8,254 $388K 0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,004 shares; 2024Q4: 85,251 shares; 2025Q1: not reported; 2025Q2: 5,504 shares 5,504 $382K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 18,236 shares; 2025Q1: 13,901 shares; 2025Q2: 14,398 shares 14,398 $381K 0.01% +497 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,949 shares; 2024Q4: 5,063 shares; 2025Q1: 5,074 shares; 2025Q2: 4,943 shares 4,943 $381K 0.01% -131 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,754 shares; 2025Q1: 2,270 shares; 2025Q2: 2,707 shares 2,707 $379K 0.01% +437 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 703 shares; 2025Q2: 728 shares 728 $371K 0.01% +25 Timeline CODYY COMPAGNIE DE ST GOBAIN ADR - U More: the full row for COMPAGNIE DE ST GOBAIN ADR - U Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,297 shares; 2024Q4: 22,662 shares; 2025Q1: 16,134 shares; 2025Q2: 15,742 shares 15,742 $368K 0.01% -392 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,438 shares; 2024Q4: 5,627 shares; 2025Q1: 3,084 shares; 2025Q2: 3,405 shares 3,405 $367K 0.01% +321 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: 13,050 shares; 2024Q4: 9,890 shares; 2025Q1: not reported; 2025Q2: 1,992 shares 1,992 $365K 0.01% new 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: 15,319 shares; 2024Q4: 9,762 shares; 2025Q1: 7,902 shares; 2025Q2: 4,658 shares 4,658 $360K 0.01% -3,244 Timeline BNPQY BNP PARIBAS-ADR More: the full row for BNP PARIBAS-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 9,841 shares; 2025Q1: 8,743 shares; 2025Q2: 7,943 shares 7,943 $356K 0.01% -800 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,118 shares; 2025Q1: 1,906 shares; 2025Q2: 2,168 shares 2,168 $355K 0.01% +262 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 990 shares; 2025Q1: 776 shares; 2025Q2: 668 shares 668 $353K 0.01% -108 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 1,974 shares; 2025Q1: 1,923 shares; 2025Q2: 1,485 shares 1,485 $352K 0.01% -438 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,433 shares; 2024Q4: 15,115 shares; 2025Q1: 22,497 shares; 2025Q2: 22,469 shares 22,469 $351K 0.01% -28 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: 7,851 shares; 2025Q1: 6,455 shares; 2025Q2: 5,554 shares 5,554 $348K 0.01% -901 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,378 shares; 2025Q1: 6,343 shares; 2025Q2: 5,494 shares 5,494 $345K 0.01% -849 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,961 shares; 2024Q4: 29,517 shares; 2025Q1: 23,601 shares; 2025Q2: 20,407 shares 20,407 $342K 0.01% -3,194 Timeline QQQE 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: 3,425 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,460 shares 3,460 $340K 0.01% +60 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE 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: 5,605 shares 5,605 $337K 0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,245 shares; 2024Q4: 16,825 shares; 2025Q1: 16,825 shares; 2025Q2: 10,985 shares 10,985 $331K 0.01% -5,840 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,960 shares; 2024Q4: 14,249 shares; 2025Q1: 13,960 shares; 2025Q2: 14,049 shares 14,049 $330K 0.01% +89 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,047 shares; 2025Q1: 4,349 shares; 2025Q2: 4,349 shares 4,349 $330K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT 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: 16,756 shares; 2025Q2: 17,544 shares 17,544 $330K 0.01% +788 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,198 shares; 2024Q4: 9,029 shares; 2025Q1: 9,828 shares; 2025Q2: 10,310 shares 10,310 $330K 0.01% +482 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: 4,459 shares; 2024Q4: 4,062 shares; 2025Q1: 4,080 shares; 2025Q2: 3,973 shares 3,973 $329K 0.01% -107 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,372 shares; 2024Q4: 5,616 shares; 2025Q1: 5,568 shares; 2025Q2: 4,324 shares 4,324 $328K 0.01% -1,244 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,938 shares; 2024Q4: 34,507 shares; 2025Q1: 41,503 shares; 2025Q2: 71,528 shares 71,528 $328K 0.01% +30,025 IWO 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: 1,143 shares 1,143 $327K 0.01% new 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: 2,578 shares; 2024Q4: 2,757 shares; 2025Q1: 1,929 shares; 2025Q2: 2,052 shares 2,052 $324K 0.01% +123 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 6,050 shares; 2025Q1: 4,190 shares; 2025Q2: 3,450 shares 3,450 $320K 0.01% -740 Timeline IWN 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: 4,432 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,024 shares 2,024 $319K 0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,424 shares; 2024Q4: 8,056 shares; 2025Q1: 3,848 shares; 2025Q2: 1,946 shares 1,946 $317K 0.01% -1,902 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 2,010 shares; 2025Q1: 1,366 shares; 2025Q2: 1,296 shares 1,296 $316K 0.01% -70 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: 609 shares 609 $312K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,539 shares; 2024Q4: 67,556 shares; 2025Q1: not reported; 2025Q2: 2,983 shares 2,983 $311K 0.01% 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: 15,513 shares; 2024Q4: 17,882 shares; 2025Q1: 14,499 shares; 2025Q2: 14,211 shares 14,211 $311K 0.01% -288 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 4,225 shares; 2025Q1: 2,011 shares; 2025Q2: 2,155 shares 2,155 $311K 0.01% +144 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares 10,400 $310K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 213 shares; 2025Q1: not reported; 2025Q2: 155 shares 155 $310K 0.01% new 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: 7,516 shares; 2024Q4: 6,260 shares; 2025Q1: not reported; 2025Q2: 6,187 shares 6,187 $309K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,798 shares; 2025Q2: 11,563 shares 11,563 $306K 0.01% -2,235 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 3,590 shares; 2025Q1: 3,200 shares; 2025Q2: 3,041 shares 3,041 $306K 0.01% -159 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: not reported; 2024Q4: not reported; 2025Q1: 1,248 shares; 2025Q2: 1,383 shares 1,383 $302K 0.01% +135 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,858 shares 2,858 $300K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,116 shares; 2025Q1: 1,259 shares; 2025Q2: 1,095 shares 1,095 $299K 0.01% -164 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,306 shares; 2024Q4: 28,617 shares; 2025Q1: 28,093 shares; 2025Q2: 26,042 shares 26,042 $299K 0.01% -2,051 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: not reported; 2024Q4: 2,653 shares; 2025Q1: 2,576 shares; 2025Q2: 2,603 shares 2,603 $295K 0.01% +27 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,645 shares; 2024Q4: 23,859 shares; 2025Q1: 21,673 shares; 2025Q2: 20,826 shares 20,826 $295K 0.01% -847 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: 8,704 shares; 2024Q4: 8,704 shares; 2025Q1: 6,945 shares; 2025Q2: 8,945 shares 8,945 $293K 0.01% +2,000 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: 5,499 shares; 2024Q4: 5,439 shares; 2025Q1: not reported; 2025Q2: 4,306 shares 4,306 $293K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 5,414 shares; 2025Q1: 5,134 shares; 2025Q2: 6,934 shares 6,934 $291K 0.01% +1,800 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,048 shares; 2025Q1: 1,507 shares; 2025Q2: 1,600 shares 1,600 $290K 0.01% +93 Timeline PREMIER INC PREMIER INC More: the full row for PREMIER 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: 12,140 shares; 2025Q2: 13,136 shares 13,136 $288K 0.01% +996 PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,737 shares; 2025Q2: 6,604 shares 6,604 $288K 0.01% -8,133 Timeline AXAHY AXA -SPONS ADR More: the full row for AXA -SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,573 shares; 2025Q1: 6,017 shares; 2025Q2: 5,879 shares 5,879 $288K 0.01% -138 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 1,815 shares; 2025Q1: not reported; 2025Q2: 2,339 shares 2,339 $287K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,560 shares; 2024Q4: 33,952 shares; 2025Q1: 33,290 shares; 2025Q2: 34,459 shares 34,459 $286K 0.01% +1,169 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,974 shares 1,974 $285K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,199 shares; 2025Q1: 3,459 shares; 2025Q2: 2,687 shares 2,687 $284K 0.01% -772 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,558 shares; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares 2,542 $281K 0.01% 0 Timeline ACWX 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: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares 4,600 $280K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,863 shares; 2024Q4: 128,654 shares; 2025Q1: not reported; 2025Q2: 2,688 shares 2,688 $279K <0.01% 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: 4,777 shares 4,777 $278K <0.01% new Timeline DHS 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: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,886 shares 2,886 $277K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares 5,500 $276K <0.01% new Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,498 shares; 2025Q1: 1,653 shares; 2025Q2: 1,945 shares 1,945 $276K <0.01% +292 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,448 shares; 2024Q4: 5,585 shares; 2025Q1: 5,585 shares; 2025Q2: 5,585 shares 5,585 $275K <0.01% 0 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: 3,917 shares; 2024Q4: 4,059 shares; 2025Q1: 2,769 shares; 2025Q2: 3,361 shares 3,361 $274K <0.01% +592 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 2,390 shares; 2025Q1: 1,560 shares; 2025Q2: 1,653 shares 1,653 $273K <0.01% +93 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,021 shares; 2025Q1: 3,015 shares; 2025Q2: 3,015 shares 3,015 $271K <0.01% 0 Timeline EMXC 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: 93,480 shares; 2024Q4: 16,185 shares; 2025Q1: 8,867 shares; 2025Q2: 4,259 shares 4,259 $269K <0.01% -4,608 Timeline SCHM 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: 3,171 shares; 2024Q4: 9,693 shares; 2025Q1: 9,513 shares; 2025Q2: 9,513 shares 9,513 $267K <0.01% 0 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: 7,878 shares; 2024Q4: 5,590 shares; 2025Q1: 3,861 shares; 2025Q2: 3,352 shares 3,352 $266K <0.01% -509 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 3,452 shares; 2025Q1: 2,603 shares; 2025Q2: 1,964 shares 1,964 $264K <0.01% -639 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,092 shares; 2025Q2: 1,128 shares 1,128 $263K <0.01% +36 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,796 shares 2,796 $262K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,490 shares 4,490 $262K <0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 8,286 shares; 2025Q1: 8,161 shares; 2025Q2: 7,536 shares 7,536 $261K <0.01% -625 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,399 shares; 2025Q1: 3,561 shares; 2025Q2: 3,500 shares 3,500 $261K <0.01% -61 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 3,535 shares; 2025Q1: 2,887 shares; 2025Q2: 1,388 shares 1,388 $259K <0.01% -1,499 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 905 shares; 2025Q1: 781 shares; 2025Q2: 778 shares 778 $258K <0.01% -3 Timeline RYCEY ROLLS-ROYCE HOLDINGS-SP ADR More: the full row for ROLLS-ROYCE HOLDINGS-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,008 shares; 2024Q4: 51,130 shares; 2025Q1: 27,052 shares; 2025Q2: 19,438 shares 19,438 $258K <0.01% -7,614 Timeline FJTSY FUJITSU LTD ADR (5 COM) More: the full row for FUJITSU LTD ADR (5 COM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,568 shares; 2024Q4: 17,763 shares; 2025Q1: 12,304 shares; 2025Q2: 10,527 shares 10,527 $256K <0.01% -1,777 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,234 shares; 2025Q1: 2,186 shares; 2025Q2: 2,227 shares 2,227 $254K <0.01% +41 Timeline