PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,111 shares; 2024Q4: 16,423 shares; 2025Q1: 16,505 shares; 2025Q2: 16,546 shares 16,546 $1.57M 0.02% +41 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,868 shares; 2024Q4: 39,457 shares; 2025Q1: 30,793 shares; 2025Q2: 41,924 shares 41,924 $1.57M 0.02% +11,131 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 2,651 shares; 2025Q1: 2,534 shares; 2025Q2: 2,047 shares 2,047 $1.57M 0.02% -487 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,921 shares; 2024Q4: 213,234 shares; 2025Q1: 132,849 shares; 2025Q2: 140,068 shares 140,068 $1.56M 0.02% +7,219 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: 27,853 shares; 2024Q4: 26,327 shares; 2025Q1: 26,506 shares; 2025Q2: 30,614 shares 30,614 $1.56M 0.02% +4,108 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,296 shares; 2024Q4: 13,821 shares; 2025Q1: 14,611 shares; 2025Q2: 14,202 shares 14,202 $1.55M 0.02% -409 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 5,166 shares; 2025Q1: 5,678 shares; 2025Q2: 5,652 shares 5,652 $1.55M 0.02% -26 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: 20,337 shares; 2024Q4: 20,026 shares; 2025Q1: 20,893 shares; 2025Q2: 21,080 shares 21,080 $1.54M 0.02% +187 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: 3,068 shares; 2024Q4: 3,074 shares; 2025Q1: 4,287 shares; 2025Q2: 7,243 shares 7,243 $1.54M 0.02% +2,956 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,858 shares; 2025Q1: 4,176 shares; 2025Q2: 4,629 shares 4,629 $1.54M 0.02% +453 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: 51,148 shares; 2024Q4: 46,076 shares; 2025Q1: 46,001 shares; 2025Q2: 46,838 shares 46,838 $1.54M 0.02% +837 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: 15,201 shares; 2024Q4: 15,187 shares; 2025Q1: 11,816 shares; 2025Q2: 10,508 shares 10,508 $1.53M 0.02% -1,308 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,528 shares; 2024Q4: 23,460 shares; 2025Q1: 24,455 shares; 2025Q2: 26,960 shares 26,960 $1.52M 0.02% +2,505 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,521 shares 75,521 $1.51M 0.02% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 821 shares; 2025Q1: 777 shares; 2025Q2: 774 shares 774 $1.51M 0.02% -3 Timeline FTHI 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: 64,492 shares; 2024Q4: 77,517 shares; 2025Q1: 79,798 shares; 2025Q2: 65,658 shares 65,658 $1.5M 0.02% -14,140 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,062 shares; 2025Q1: 4,849 shares; 2025Q2: 4,906 shares 4,906 $1.49M 0.02% +57 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: 76,457 shares; 2024Q4: 58,266 shares; 2025Q1: 50,477 shares; 2025Q2: 49,420 shares 49,420 $1.49M 0.02% -1,057 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: 7,915 shares; 2024Q4: 5,207 shares; 2025Q1: 5,665 shares; 2025Q2: 5,907 shares 5,907 $1.48M 0.02% +242 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,140 shares; 2024Q4: 36,499 shares; 2025Q1: 32,940 shares; 2025Q2: 32,837 shares 32,837 $1.47M 0.02% -103 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: 6,107 shares; 2024Q4: 5,811 shares; 2025Q1: 5,180 shares; 2025Q2: 5,368 shares 5,368 $1.47M 0.02% +188 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,986 shares; 2024Q4: 18,495 shares; 2025Q1: 31,532 shares; 2025Q2: 29,970 shares 29,970 $1.46M 0.02% -1,562 Timeline SPTS 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: 63,102 shares; 2024Q4: 72,108 shares; 2025Q1: 56,209 shares; 2025Q2: 49,939 shares 49,939 $1.46M 0.02% -6,270 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,088 shares; 2024Q4: 6,834 shares; 2025Q1: 7,207 shares; 2025Q2: 5,557 shares 5,557 $1.46M 0.02% -1,650 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,144 shares; 2024Q4: 37,947 shares; 2025Q1: 29,398 shares; 2025Q2: 28,824 shares 28,824 $1.46M 0.02% -574 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,653 shares; 2024Q4: 88,151 shares; 2025Q1: 116,871 shares; 2025Q2: 97,601 shares 97,601 $1.44M 0.02% -19,270 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,679 shares; 2024Q4: 62,637 shares; 2025Q1: 67,208 shares; 2025Q2: 64,466 shares 64,466 $1.44M 0.02% -2,742 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 3,511 shares; 2025Q1: 3,742 shares; 2025Q2: 3,747 shares 3,747 $1.44M 0.02% +5 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: 62,659 shares; 2025Q1: 62,659 shares; 2025Q2: 42,659 shares 42,659 $1.44M 0.02% -20,000 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: 3,513 shares; 2024Q4: 3,093 shares; 2025Q1: 2,700 shares; 2025Q2: 2,699 shares 2,699 $1.44M 0.02% -1 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: 5,146 shares; 2024Q4: 4,886 shares; 2025Q1: 5,259 shares; 2025Q2: 5,048 shares 5,048 $1.42M 0.02% -211 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: 5,081 shares; 2024Q4: 3,518 shares; 2025Q1: 3,823 shares; 2025Q2: 3,791 shares 3,791 $1.42M 0.02% -32 Timeline EMHY 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: 79,714 shares; 2024Q4: 117,412 shares; 2025Q1: 86,989 shares; 2025Q2: 36,471 shares 36,471 $1.42M 0.02% -50,518 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: 5,384 shares; 2024Q4: 5,271 shares; 2025Q1: 6,180 shares; 2025Q2: 5,940 shares 5,940 $1.42M 0.02% -240 Timeline ILCV 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: 2,897 shares; 2024Q4: 5,188 shares; 2025Q1: 10,299 shares; 2025Q2: 16,967 shares 16,967 $1.41M 0.02% +6,668 Timeline ULCC FRONTIER GROUP HLDGS INC More: the full row for FRONTIER GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,838 shares; 2024Q4: 454,003 shares; 2025Q1: 387,856 shares; 2025Q2: 389,727 shares 389,727 $1.41M 0.02% +1,871 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,721 shares; 2024Q4: 38,485 shares; 2025Q1: 35,885 shares; 2025Q2: 28,386 shares 28,386 $1.41M 0.02% -7,499 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,209 shares; 2025Q1: 3,329 shares; 2025Q2: 2,849 shares 2,849 $1.4M 0.02% -480 Timeline ISHARES IBONDS DEC 2025 TERM ISHARES IBONDS DEC 2025 TERM More: the full row for ISHARES IBONDS DEC 2025 TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,820 shares; 2024Q4: 52,625 shares; 2025Q1: 54,471 shares; 2025Q2: 55,233 shares 55,233 $1.39M 0.02% +762 HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,793 shares; 2024Q4: 15,346 shares; 2025Q1: 17,012 shares; 2025Q2: 18,078 shares 18,078 $1.39M 0.02% +1,066 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: 6,646 shares; 2024Q4: 6,612 shares; 2025Q1: 7,619 shares; 2025Q2: 6,144 shares 6,144 $1.37M 0.02% -1,475 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: 12,627 shares; 2024Q4: 11,853 shares; 2025Q1: 12,547 shares; 2025Q2: 13,069 shares 13,069 $1.36M 0.02% +522 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,793 shares; 2024Q4: 53,571 shares; 2025Q1: 41,914 shares; 2025Q2: 43,654 shares 43,654 $1.35M 0.02% +1,740 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 638 shares; 2025Q1: 2,861 shares; 2025Q2: 3,623 shares 3,623 $1.35M 0.02% +762 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: 19,237 shares; 2024Q4: 12,593 shares; 2025Q1: not reported; 2025Q2: 24,815 shares 24,815 $1.35M 0.02% new 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: 6,914 shares; 2024Q4: 6,941 shares; 2025Q1: 5,164 shares; 2025Q2: 4,510 shares 4,510 $1.35M 0.02% -654 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 3,556 shares; 2025Q1: 3,873 shares; 2025Q2: 13,299 shares 13,299 $1.34M 0.01% +9,426 Timeline MLRG 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: 15,557 shares; 2024Q4: 15,609 shares; 2025Q1: 15,613 shares; 2025Q2: 15,638 shares 15,638 $1.34M 0.01% +25 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: 3,688 shares; 2024Q4: 3,623 shares; 2025Q1: 8,448 shares; 2025Q2: 8,079 shares 8,079 $1.34M 0.01% -369 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: 6,856 shares; 2024Q4: 6,624 shares; 2025Q1: 8,240 shares; 2025Q2: 7,172 shares 7,172 $1.34M 0.01% -1,068 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,423 shares; 2024Q4: 45,030 shares; 2025Q1: 45,344 shares; 2025Q2: 32,746 shares 32,746 $1.33M 0.01% -12,598 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: 11,969 shares; 2024Q4: 11,061 shares; 2025Q1: 10,917 shares; 2025Q2: 10,758 shares 10,758 $1.33M 0.01% -159 Timeline SCHP 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: 26,241 shares; 2024Q4: 51,171 shares; 2025Q1: 56,780 shares; 2025Q2: 49,610 shares 49,610 $1.32M 0.01% -7,170 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,223 shares; 2024Q4: 42,329 shares; 2025Q1: 41,893 shares; 2025Q2: 41,473 shares 41,473 $1.32M 0.01% -420 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: 2,581 shares; 2024Q4: 2,546 shares; 2025Q1: 2,715 shares; 2025Q2: 2,567 shares 2,567 $1.32M 0.01% -148 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,303 shares; 2025Q1: 5,500 shares; 2025Q2: 5,380 shares 5,380 $1.31M 0.01% -120 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,624 shares; 2025Q1: 13,777 shares; 2025Q2: 13,370 shares 13,370 $1.3M 0.01% -407 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: 17,197 shares; 2025Q1: 9,686 shares; 2025Q2: 12,666 shares 12,666 $1.3M 0.01% +2,980 Timeline IXN 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: 29,334 shares; 2024Q4: 15,292 shares; 2025Q1: 14,851 shares; 2025Q2: 14,008 shares 14,008 $1.29M 0.01% -843 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,478 shares; 2024Q4: 29,906 shares; 2025Q1: 29,634 shares; 2025Q2: 30,087 shares 30,087 $1.29M 0.01% +453 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: 21,121 shares; 2024Q4: 20,196 shares; 2025Q1: 14,885 shares; 2025Q2: 14,450 shares 14,450 $1.29M 0.01% -435 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES 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: 15,119 shares; 2025Q2: 53,280 shares 53,280 $1.28M 0.01% +38,161 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,773 shares; 2024Q4: 280,411 shares; 2025Q1: 295,028 shares; 2025Q2: 297,631 shares 297,631 $1.28M 0.01% +2,603 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,382 shares; 2024Q4: 14,377 shares; 2025Q1: 15,165 shares; 2025Q2: 15,097 shares 15,097 $1.27M 0.01% -68 Timeline SKYY 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: 10,703 shares; 2024Q4: 12,122 shares; 2025Q1: 10,325 shares; 2025Q2: 10,447 shares 10,447 $1.27M 0.01% +122 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,228 shares; 2024Q4: 38,279 shares; 2025Q1: 37,138 shares; 2025Q2: 26,486 shares 26,486 $1.26M 0.01% -10,652 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: 3,521 shares; 2024Q4: 10,648 shares; 2025Q1: 9,352 shares; 2025Q2: 8,950 shares 8,950 $1.25M 0.01% -402 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: 36,854 shares; 2024Q4: 29,986 shares; 2025Q1: 31,017 shares; 2025Q2: 26,906 shares 26,906 $1.25M 0.01% -4,111 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: 6,277 shares; 2024Q4: 3,846 shares; 2025Q1: 3,733 shares; 2025Q2: 5,205 shares 5,205 $1.24M 0.01% +1,472 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: 39,920 shares; 2024Q4: 31,817 shares; 2025Q1: 29,865 shares; 2025Q2: 25,644 shares 25,644 $1.23M 0.01% -4,221 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,133 shares; 2025Q1: 13,654 shares; 2025Q2: 15,267 shares 15,267 $1.22M 0.01% +1,613 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: 25,842 shares; 2024Q4: 23,380 shares; 2025Q1: 22,949 shares; 2025Q2: 21,582 shares 21,582 $1.22M 0.01% -1,367 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: 10,497 shares; 2024Q4: 10,318 shares; 2025Q1: 10,332 shares; 2025Q2: 10,360 shares 10,360 $1.21M 0.01% +28 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 4,942 shares; 2025Q1: 4,768 shares; 2025Q2: 6,869 shares 6,869 $1.21M 0.01% +2,101 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: 25,351 shares; 2024Q4: 29,151 shares; 2025Q1: 23,410 shares; 2025Q2: 19,758 shares 19,758 $1.21M 0.01% -3,652 CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,319 shares; 2024Q4: 47,285 shares; 2025Q1: 47,254 shares; 2025Q2: 32,528 shares 32,528 $1.2M 0.01% -14,726 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,937 shares; 2025Q1: 7,413 shares; 2025Q2: 7,435 shares 7,435 $1.2M 0.01% +22 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,247 shares; 2024Q4: 24,488 shares; 2025Q1: 40,417 shares; 2025Q2: 42,620 shares 42,620 $1.19M 0.01% +2,203 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: 3,542 shares; 2024Q4: 3,185 shares; 2025Q1: 2,859 shares; 2025Q2: 2,381 shares 2,381 $1.19M 0.01% -478 Timeline SSFI STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,023 shares; 2024Q4: 20,689 shares; 2025Q1: 62,894 shares; 2025Q2: 55,468 shares 55,468 $1.19M 0.01% -7,426 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: 8,057 shares; 2024Q4: 4,245 shares; 2025Q1: 3,788 shares; 2025Q2: 3,618 shares 3,618 $1.18M 0.01% -170 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 5,094 shares; 2025Q1: 5,248 shares; 2025Q2: 4,782 shares 4,782 $1.18M 0.01% -466 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: 10,044 shares; 2024Q4: 8,548 shares; 2025Q1: 8,786 shares; 2025Q2: 8,530 shares 8,530 $1.17M 0.01% -256 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: 34,294 shares; 2024Q4: 32,125 shares; 2025Q1: 25,495 shares; 2025Q2: 25,851 shares 25,851 $1.17M 0.01% +356 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: 22,710 shares; 2024Q4: 22,614 shares; 2025Q1: 20,777 shares; 2025Q2: 10,846 shares 10,846 $1.17M 0.01% -9,931 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,377 shares; 2025Q1: 5,384 shares; 2025Q2: 3,772 shares 3,772 $1.17M 0.01% -1,612 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: 12,635 shares; 2024Q4: 12,159 shares; 2025Q1: 11,098 shares; 2025Q2: 10,788 shares 10,788 $1.16M 0.01% -310 Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,002 shares; 2024Q4: 139,449 shares; 2025Q1: 55,968 shares; 2025Q2: 55,968 shares 55,968 $1.16M 0.01% 0 FV 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: 37,492 shares; 2024Q4: 35,033 shares; 2025Q1: 20,381 shares; 2025Q2: 19,516 shares 19,516 $1.16M 0.01% -865 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,215 shares; 2024Q4: 12,218 shares; 2025Q1: 12,295 shares; 2025Q2: 11,597 shares 11,597 $1.15M 0.01% -698 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,536 shares; 2024Q4: 122,097 shares; 2025Q1: 124,389 shares; 2025Q2: 128,282 shares 128,282 $1.15M 0.01% +3,893 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,978 shares; 2025Q1: 4,093 shares; 2025Q2: 4,008 shares 4,008 $1.15M 0.01% -85 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,501 shares; 2025Q1: 5,497 shares; 2025Q2: 5,672 shares 5,672 $1.14M 0.01% +175 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: 20,416 shares; 2024Q4: 21,070 shares; 2025Q1: 16,769 shares; 2025Q2: 16,897 shares 16,897 $1.14M 0.01% +128 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,509 shares; 2024Q4: 6,314 shares; 2025Q1: 5,694 shares; 2025Q2: 7,076 shares 7,076 $1.14M 0.01% +1,382 Timeline NAGE NIAGEN BIOSCIENCE INC More: the full row for NIAGEN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,414 shares; 2024Q4: 61,069 shares; 2025Q1: 67,388 shares; 2025Q2: 78,722 shares 78,722 $1.13M 0.01% +11,334 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,738 shares; 2025Q1: 36,902 shares; 2025Q2: 38,604 shares 38,604 $1.13M 0.01% +1,702 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 11,145 shares; 2025Q1: 12,219 shares; 2025Q2: 9,652 shares 9,652 $1.13M 0.01% -2,567 Timeline PRF 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: 34,447 shares; 2024Q4: 29,591 shares; 2025Q1: 26,860 shares; 2025Q2: 26,691 shares 26,691 $1.13M 0.01% -169 Timeline AOA 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: 5,471 shares; 2024Q4: 7,768 shares; 2025Q1: 9,769 shares; 2025Q2: 13,516 shares 13,516 $1.13M 0.01% +3,747 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,738 shares; 2024Q4: 57,889 shares; 2025Q1: 57,409 shares; 2025Q2: 57,409 shares 57,409 $1.12M 0.01% 0 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: 5,033 shares; 2024Q4: 4,821 shares; 2025Q1: 5,160 shares; 2025Q2: 5,123 shares 5,123 $1.12M 0.01% -37 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,177 shares; 2024Q4: 9,472 shares; 2025Q1: 10,843 shares; 2025Q2: 10,401 shares 10,401 $1.12M 0.01% -442 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: 12,934 shares; 2024Q4: 12,958 shares; 2025Q1: 11,313 shares; 2025Q2: 13,573 shares 13,573 $1.11M 0.01% +2,260 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 2,510 shares; 2025Q1: 1,277 shares; 2025Q2: 1,334 shares 1,334 $1.1M 0.01% +57 Timeline ARTY 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: 17,327 shares; 2024Q4: 15,305 shares; 2025Q1: 28,831 shares; 2025Q2: 26,929 shares 26,929 $1.1M 0.01% -1,902 Timeline IBDR 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: 34,959 shares; 2024Q4: not reported; 2025Q1: 44,162 shares; 2025Q2: 45,293 shares 45,293 $1.1M 0.01% +1,131 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: 24,461 shares; 2024Q4: 39,779 shares; 2025Q1: 23,745 shares; 2025Q2: 20,954 shares 20,954 $1.1M 0.01% -2,791 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 10,012 shares; 2025Q1: 10,688 shares; 2025Q2: 10,654 shares 10,654 $1.1M 0.01% -34 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 10,392 shares; 2025Q2: 30,688 shares 30,688 $1.09M 0.01% +20,296 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: 12,212 shares; 2024Q4: 12,160 shares; 2025Q1: 14,260 shares; 2025Q2: 14,378 shares 14,378 $1.09M 0.01% +118 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: 4,041 shares; 2024Q4: 3,942 shares; 2025Q1: 3,654 shares; 2025Q2: 4,393 shares 4,393 $1.09M 0.01% +739 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 5,002 shares; 2025Q1: 5,508 shares; 2025Q2: 5,512 shares 5,512 $1.08M 0.01% +4 Timeline CACI CACI INTL INC More: the full row for CACI INTL 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: 2,270 shares 2,270 $1.08M 0.01% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 7,416 shares; 2025Q1: 6,519 shares; 2025Q2: 7,286 shares 7,286 $1.08M 0.01% +767 Timeline IFRA 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: 342,946 shares; 2024Q4: 336,506 shares; 2025Q1: 24,972 shares; 2025Q2: 21,904 shares 21,904 $1.08M 0.01% -3,068 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,399 shares; 2024Q4: 32,771 shares; 2025Q1: 10,058 shares; 2025Q2: 10,678 shares 10,678 $1.07M 0.01% +620 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,433 shares; 2024Q4: 13,790 shares; 2025Q1: 14,618 shares; 2025Q2: 14,688 shares 14,688 $1.07M 0.01% +70 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: 7,476 shares; 2024Q4: 7,654 shares; 2025Q1: 6,985 shares; 2025Q2: 6,330 shares 6,330 $1.07M 0.01% -655 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,436 shares; 2024Q4: 14,377 shares; 2025Q1: 5,991 shares; 2025Q2: 6,772 shares 6,772 $1.07M 0.01% +781 Timeline PHO 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: 15,746 shares; 2024Q4: 15,700 shares; 2025Q1: 15,652 shares; 2025Q2: 15,253 shares 15,253 $1.07M 0.01% -399 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,384 shares; 2024Q4: 14,370 shares; 2025Q1: 14,644 shares; 2025Q2: 13,406 shares 13,406 $1.06M 0.01% -1,238 Timeline IYE 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: 48,862 shares; 2024Q4: 33,942 shares; 2025Q1: 26,662 shares; 2025Q2: 23,548 shares 23,548 $1.06M 0.01% -3,114 Timeline PWZ 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: 104,225 shares; 2024Q4: 106,807 shares; 2025Q1: 115,384 shares; 2025Q2: 45,580 shares 45,580 $1.06M 0.01% -69,804 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: 21,043 shares; 2024Q4: 20,996 shares; 2025Q1: 17,986 shares; 2025Q2: 16,915 shares 16,915 $1.06M 0.01% -1,071 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,861 shares; 2024Q4: 26,713 shares; 2025Q1: 23,982 shares; 2025Q2: 23,310 shares 23,310 $1.06M 0.01% -672 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,513 shares; 2024Q4: 24,223 shares; 2025Q1: 21,690 shares; 2025Q2: 19,395 shares 19,395 $1.05M 0.01% -2,295 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,944 shares; 2025Q1: 5,156 shares; 2025Q2: 5,428 shares 5,428 $1.05M 0.01% +272 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,131 shares; 2024Q4: 35,983 shares; 2025Q1: 36,223 shares; 2025Q2: 31,248 shares 31,248 $1.05M 0.01% -4,975 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,919 shares; 2024Q4: 50,664 shares; 2025Q1: 47,612 shares; 2025Q2: 45,310 shares 45,310 $1.04M 0.01% -2,302 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: 11,371 shares; 2024Q4: 7,366 shares; 2025Q1: 8,504 shares; 2025Q2: 8,685 shares 8,685 $1.04M 0.01% +181 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 30,136 shares; 2025Q1: 30,136 shares; 2025Q2: 29,887 shares 29,887 $1.03M 0.01% -249 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,021 shares; 2024Q4: 7,552 shares; 2025Q1: 7,960 shares; 2025Q2: 7,892 shares 7,892 $1.02M 0.01% -68 Timeline ESGD 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: 9,250 shares; 2024Q4: 9,360 shares; 2025Q1: 9,832 shares; 2025Q2: 11,392 shares 11,392 $1.02M 0.01% +1,560 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,794 shares; 2025Q2: 10,746 shares 10,746 $1.01M 0.01% +952 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,477 shares; 2024Q4: 73,326 shares; 2025Q1: 71,777 shares; 2025Q2: 73,058 shares 73,058 $1M 0.01% +1,281 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,528 shares; 2025Q1: 4,830 shares; 2025Q2: 4,782 shares 4,782 $998K 0.01% -48 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,818 shares; 2025Q2: 15,054 shares 15,054 $998K 0.01% +4,236 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: 15,641 shares; 2024Q4: 19,230 shares; 2025Q1: 17,789 shares; 2025Q2: 17,660 shares 17,660 $991K 0.01% -129 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,692 shares; 2025Q1: 2,488 shares; 2025Q2: 2,819 shares 2,819 $988K 0.01% +331 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,465 shares; 2025Q1: 2,926 shares; 2025Q2: 3,040 shares 3,040 $981K 0.01% +114 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 3,455 shares; 2025Q1: 4,300 shares; 2025Q2: 5,007 shares 5,007 $981K 0.01% +707 Timeline RPG 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: 21,574 shares; 2024Q4: 21,574 shares; 2025Q1: 21,368 shares; 2025Q2: 21,368 shares 21,368 $978K 0.01% 0 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,812 shares; 2024Q4: 13,901 shares; 2025Q1: 14,482 shares; 2025Q2: 15,680 shares 15,680 $977K 0.01% +1,198 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,802 shares; 2025Q1: 11,807 shares; 2025Q2: 18,517 shares 18,517 $974K 0.01% +6,710 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: 8,100 shares; 2024Q4: 8,041 shares; 2025Q1: 1,470 shares; 2025Q2: 1,393 shares 1,393 $973K 0.01% -77 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 8,528 shares; 2025Q1: 8,240 shares; 2025Q2: 9,309 shares 9,309 $972K 0.01% +1,069 Timeline JGRO 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: 10,348 shares; 2024Q4: 11,628 shares; 2025Q1: 10,805 shares; 2025Q2: 11,289 shares 11,289 $972K 0.01% +484 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,418 shares 3,418 $969K 0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,320 shares; 2024Q4: 66,520 shares; 2025Q1: 69,520 shares; 2025Q2: 69,524 shares 69,524 $967K 0.01% +4 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: 6,964 shares; 2024Q4: 8,134 shares; 2025Q1: 9,250 shares; 2025Q2: 9,101 shares 9,101 $961K 0.01% -149 Timeline BUG 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: 19,125 shares; 2024Q4: 22,491 shares; 2025Q1: 23,554 shares; 2025Q2: 25,863 shares 25,863 $960K 0.01% +2,309 Timeline 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: 3,874 shares; 2024Q4: 3,812 shares; 2025Q1: 3,563 shares; 2025Q2: 3,336 shares 3,336 $954K 0.01% -227 Timeline LMBS 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: 22,985 shares; 2024Q4: 25,147 shares; 2025Q1: 22,569 shares; 2025Q2: 19,299 shares 19,299 $951K 0.01% -3,270 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: 17,440 shares; 2024Q4: 16,853 shares; 2025Q1: 9,136 shares; 2025Q2: 9,548 shares 9,548 $943K 0.01% +412 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,896 shares; 2025Q1: 5,540 shares; 2025Q2: 4,255 shares 4,255 $941K 0.01% -1,285 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST 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: 27,745 shares; 2025Q1: 28,056 shares; 2025Q2: 27,727 shares 27,727 $940K 0.01% -329 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: 14,449 shares; 2024Q4: 10,722 shares; 2025Q1: 10,536 shares; 2025Q2: 10,312 shares 10,312 $938K 0.01% -224 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: 14,828 shares; 2024Q4: 17,174 shares; 2025Q1: 13,570 shares; 2025Q2: 12,585 shares 12,585 $938K 0.01% -985 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,142 shares; 2025Q1: 2,229 shares; 2025Q2: 2,148 shares 2,148 $933K 0.01% -81 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: 2,906 shares; 2024Q4: 3,061 shares; 2025Q1: 3,339 shares; 2025Q2: 3,500 shares 3,500 $932K 0.01% +161 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: 9,943 shares; 2024Q4: 9,319 shares; 2025Q1: 9,348 shares; 2025Q2: 8,825 shares 8,825 $928K 0.01% -523 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 3,000 shares; 2025Q1: 3,142 shares; 2025Q2: 10,249 shares 10,249 $924K 0.01% +7,107 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 24,950 shares; 2025Q2: 28,850 shares 28,850 $921K 0.01% +3,900 Timeline FLJP 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: 65,708 shares; 2024Q4: 42,540 shares; 2025Q1: 70,713 shares; 2025Q2: 28,628 shares 28,628 $920K 0.01% -42,085 Timeline USFR 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: 16,725 shares; 2024Q4: 10,083 shares; 2025Q1: 9,505 shares; 2025Q2: 18,231 shares 18,231 $917K 0.01% +8,726 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,264 shares; 2025Q1: 30,001 shares; 2025Q2: 30,595 shares 30,595 $917K 0.01% +594 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: 12,029 shares; 2024Q4: 10,675 shares; 2025Q1: 8,526 shares; 2025Q2: 6,794 shares 6,794 $916K 0.01% -1,732 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,601 shares; 2025Q2: 16,114 shares 16,114 $902K 0.01% +5,513 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,496 shares; 2025Q1: 2,056 shares; 2025Q2: 2,232 shares 2,232 $902K 0.01% +176 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,728 shares; 2025Q1: 7,506 shares; 2025Q2: 7,642 shares 7,642 $902K 0.01% +136 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,247 shares; 2025Q1: 4,242 shares; 2025Q2: 4,120 shares 4,120 $897K 0.01% -122 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: 5,900 shares; 2024Q4: 3,537 shares; 2025Q1: 4,139 shares; 2025Q2: 3,940 shares 3,940 $896K 0.01% -199 Timeline EUSA 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: 8,860 shares; 2024Q4: 8,860 shares; 2025Q1: 8,991 shares; 2025Q2: 8,996 shares 8,996 $892K 0.01% +5 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,059 shares; 2024Q4: 33,399 shares; 2025Q1: 32,354 shares; 2025Q2: 34,190 shares 34,190 $890K 0.01% +1,836 Timeline JEPQ 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: 29,507 shares; 2024Q4: 62,486 shares; 2025Q1: 12,673 shares; 2025Q2: 16,297 shares 16,297 $887K 0.01% +3,624 Timeline IYY 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: 6,385 shares; 2024Q4: 6,385 shares; 2025Q1: 6,180 shares; 2025Q2: 5,865 shares 5,865 $885K 0.01% -315 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,924 shares; 2025Q1: 5,989 shares; 2025Q2: 6,559 shares 6,559 $879K 0.01% +570 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,261 shares; 2024Q4: 48,387 shares; 2025Q1: 48,387 shares; 2025Q2: 44,554 shares 44,554 $879K 0.01% -3,833 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: 10,492 shares; 2024Q4: 10,064 shares; 2025Q1: 12,783 shares; 2025Q2: 14,943 shares 14,943 $871K 0.01% +2,160 Timeline PAYS PAYSIGN INC More: the full row for PAYSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,834 shares; 2024Q4: 120,834 shares; 2025Q1: 120,834 shares; 2025Q2: 120,834 shares 120,834 $870K 0.01% 0 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,587 shares; 2024Q4: 11,467 shares; 2025Q1: 12,026 shares; 2025Q2: 12,014 shares 12,014 $869K 0.01% -12 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 14,034 shares 14,034 $868K 0.01% new Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,828 shares; 2025Q1: 17,264 shares; 2025Q2: 17,164 shares 17,164 $866K 0.01% -100 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: 10,180 shares; 2024Q4: 10,083 shares; 2025Q1: 10,099 shares; 2025Q2: 10,060 shares 10,060 $865K 0.01% -39 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,578 shares; 2024Q4: 55,571 shares; 2025Q1: 77,041 shares; 2025Q2: 11,160 shares 11,160 $864K 0.01% -65,881 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 4,969 shares; 2025Q1: 5,728 shares; 2025Q2: 5,763 shares 5,763 $858K 0.01% +35 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: 14,148 shares; 2024Q4: 12,180 shares; 2025Q1: 13,070 shares; 2025Q2: 12,571 shares 12,571 $856K 0.01% -499 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,473 shares; 2025Q2: 4,338 shares 4,338 $856K 0.01% +2,865 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,673 shares; 2024Q4: 8,734 shares; 2025Q1: 8,712 shares; 2025Q2: 7,697 shares 7,697 $851K 0.01% -1,015 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 12,965 shares; 2025Q1: 13,846 shares; 2025Q2: 11,993 shares 11,993 $848K 0.01% -1,853 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,116 shares; 2025Q1: 2,906 shares; 2025Q2: 2,417 shares 2,417 $846K 0.01% -489 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,225 shares; 2024Q4: 10,144 shares; 2025Q1: 8,504 shares; 2025Q2: 8,571 shares 8,571 $845K 0.01% +67 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: 4,529 shares; 2024Q4: 4,069 shares; 2025Q1: 3,464 shares; 2025Q2: 3,465 shares 3,465 $844K 0.01% +1 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,963 shares; 2024Q4: 7,314 shares; 2025Q1: 6,688 shares; 2025Q2: 6,611 shares 6,611 $843K 0.01% -77 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 6,148 shares; 2025Q1: 3,564 shares; 2025Q2: 12,229 shares 12,229 $843K 0.01% +8,665 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: 5,969 shares; 2024Q4: 6,769 shares; 2025Q1: 4,890 shares; 2025Q2: 4,581 shares 4,581 $840K 0.01% -309 Timeline VTHR 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: not reported; 2024Q4: 3,081 shares; 2025Q1: 3,082 shares; 2025Q2: 3,081 shares 3,081 $840K 0.01% -1 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: not reported; 2024Q4: 12,345 shares; 2025Q1: 14,761 shares; 2025Q2: 12,673 shares 12,673 $840K 0.01% -2,088 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 3,531 shares; 2025Q1: 4,391 shares; 2025Q2: 1,645 shares 1,645 $840K 0.01% -2,746 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: 6,245 shares; 2024Q4: 5,100 shares; 2025Q1: 5,163 shares; 2025Q2: 5,376 shares 5,376 $838K 0.01% +213 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: not reported; 2024Q4: 58,493 shares; 2025Q1: 61,954 shares; 2025Q2: 64,668 shares 64,668 $838K 0.01% +2,714 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,549 shares; 2024Q4: 31,409 shares; 2025Q1: 31,583 shares; 2025Q2: 26,509 shares 26,509 $832K 0.01% -5,074 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,039 shares; 2024Q4: 10,056 shares; 2025Q1: 10,820 shares; 2025Q2: 10,960 shares 10,960 $830K 0.01% +140 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 34,929 shares; 2025Q1: 38,196 shares; 2025Q2: 34,549 shares 34,549 $829K 0.01% -3,647 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: 10,777 shares; 2024Q4: 10,977 shares; 2025Q1: 10,977 shares; 2025Q2: 10,977 shares 10,977 $828K 0.01% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,035 shares; 2024Q4: 34,035 shares; 2025Q1: 34,035 shares; 2025Q2: 34,883 shares 34,883 $822K 0.01% +848 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 4,489 shares; 2025Q1: 4,653 shares; 2025Q2: 4,159 shares 4,159 $821K 0.01% -494 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: 2,647 shares; 2024Q4: 2,267 shares; 2025Q1: 2,293 shares; 2025Q2: 2,380 shares 2,380 $817K 0.01% +87 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: 8,680 shares; 2024Q4: 8,590 shares; 2025Q1: 8,724 shares; 2025Q2: 7,842 shares 7,842 $817K 0.01% -882 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 7,708 shares; 2025Q1: 9,887 shares; 2025Q2: 10,138 shares 10,138 $815K 0.01% +251 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: 13,021 shares; 2024Q4: 12,085 shares; 2025Q1: 15,819 shares; 2025Q2: 16,480 shares 16,480 $811K 0.01% +661 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS 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: 15,130 shares; 2025Q1: 17,096 shares; 2025Q2: 17,151 shares 17,151 $809K 0.01% +55 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: 44,609 shares; 2024Q4: 48,414 shares; 2025Q1: 26,700 shares; 2025Q2: 27,447 shares 27,447 $807K 0.01% +747 Timeline MLPX 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: 9,897 shares; 2025Q1: 16,621 shares; 2025Q2: 12,850 shares 12,850 $805K 0.01% -3,771 Timeline XME 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: 12,719 shares; 2024Q4: 12,675 shares; 2025Q1: 12,328 shares; 2025Q2: 11,973 shares 11,973 $805K 0.01% -355 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: 4,286 shares; 2024Q4: 4,387 shares; 2025Q1: 3,933 shares; 2025Q2: 3,696 shares 3,696 $803K 0.01% -237 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,436 shares; 2024Q4: 11,513 shares; 2025Q1: 12,291 shares; 2025Q2: 12,615 shares 12,615 $803K 0.01% +324 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,610 shares; 2024Q4: 13,473 shares; 2025Q1: 14,169 shares; 2025Q2: 16,313 shares 16,313 $802K 0.01% +2,144 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,647 shares; 2024Q4: 10,788 shares; 2025Q1: 10,834 shares; 2025Q2: 8,531 shares 8,531 $799K 0.01% -2,303 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: 9,604 shares; 2024Q4: 8,391 shares; 2025Q1: 8,200 shares; 2025Q2: 7,448 shares 7,448 $795K 0.01% -752 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: 11,575 shares; 2024Q4: 11,301 shares; 2025Q1: 11,932 shares; 2025Q2: 11,797 shares 11,797 $793K 0.01% -135 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: 10,149 shares; 2024Q4: 6,972 shares; 2025Q1: 6,811 shares; 2025Q2: 6,549 shares 6,549 $793K 0.01% -262 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 2,974 shares; 2025Q1: 3,241 shares; 2025Q2: 3,251 shares 3,251 $790K 0.01% +10 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: 3,562 shares; 2024Q4: 2,976 shares; 2025Q1: 3,972 shares; 2025Q2: 4,382 shares 4,382 $787K 0.01% +410 Timeline FXO 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: 9,686 shares; 2024Q4: 12,346 shares; 2025Q1: 14,018 shares; 2025Q2: 14,039 shares 14,039 $787K 0.01% +21 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: 18,659 shares; 2024Q4: 24,591 shares; 2025Q1: 17,140 shares; 2025Q2: 32,125 shares 32,125 $783K 0.01% +14,985 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: 15,230 shares; 2024Q4: 15,119 shares; 2025Q1: 12,269 shares; 2025Q2: 10,462 shares 10,462 $779K 0.01% -1,807 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,686 shares; 2024Q4: 7,537 shares; 2025Q1: 8,079 shares; 2025Q2: 8,100 shares 8,100 $778K 0.01% +21 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM 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: 2,169 shares; 2025Q1: 2,245 shares; 2025Q2: 2,454 shares 2,454 $772K 0.01% +209 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 16,768 shares; 2025Q1: 16,453 shares; 2025Q2: 15,119 shares 15,119 $769K 0.01% -1,334 Timeline FLMB 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: 34,924 shares; 2024Q4: 34,298 shares; 2025Q1: 34,298 shares; 2025Q2: 33,121 shares 33,121 $765K 0.01% -1,177 Timeline VIOV 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: 10,355 shares; 2024Q4: 10,315 shares; 2025Q1: 10,327 shares; 2025Q2: 8,929 shares 8,929 $764K 0.01% -1,398 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,716 shares; 2025Q1: 1,302 shares; 2025Q2: 1,423 shares 1,423 $763K 0.01% +121 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: 8,365 shares; 2024Q4: 8,286 shares; 2025Q1: 9,835 shares; 2025Q2: 9,331 shares 9,331 $762K 0.01% -504 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,803 shares; 2024Q4: 20,826 shares; 2025Q1: 23,091 shares; 2025Q2: 20,578 shares 20,578 $762K 0.01% -2,513 Timeline SIL 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: 17,659 shares; 2024Q4: 17,221 shares; 2025Q1: 16,877 shares; 2025Q2: 15,815 shares 15,815 $761K 0.01% -1,062 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,464 shares; 2024Q4: 17,086 shares; 2025Q1: 10,979 shares; 2025Q2: 10,328 shares 10,328 $759K 0.01% -651 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,587 shares; 2024Q4: 16,583 shares; 2025Q1: 14,239 shares; 2025Q2: 14,770 shares 14,770 $759K 0.01% +531 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: 5,335 shares; 2024Q4: 5,727 shares; 2025Q1: 4,588 shares; 2025Q2: 5,463 shares 5,463 $758K 0.01% +875 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,357 shares; 2024Q4: 8,569 shares; 2025Q1: 8,542 shares; 2025Q2: 8,528 shares 8,528 $757K 0.01% -14 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY 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: 10,301 shares; 2025Q1: 10,733 shares; 2025Q2: 10,803 shares 10,803 $749K 0.01% +70 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,619 shares; 2024Q4: 14,956 shares; 2025Q1: 9,544 shares; 2025Q2: 9,375 shares 9,375 $748K 0.01% -169 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: 3,154 shares; 2024Q4: 3,088 shares; 2025Q1: 2,376 shares; 2025Q2: 3,316 shares 3,316 $742K 0.01% +940 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: 3,732 shares; 2024Q4: 3,761 shares; 2025Q1: 4,273 shares; 2025Q2: 4,417 shares 4,417 $742K 0.01% +144 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,805 shares; 2024Q4: 8,857 shares; 2025Q1: 7,003 shares; 2025Q2: 5,861 shares 5,861 $741K 0.01% -1,142 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 5,835 shares; 2025Q1: 6,471 shares; 2025Q2: 6,674 shares 6,674 $737K 0.01% +203 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: 3,998 shares; 2024Q4: 4,492 shares; 2025Q1: 5,004 shares; 2025Q2: 5,990 shares 5,990 $734K 0.01% +986 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 6,320 shares; 2025Q1: 7,134 shares; 2025Q2: 6,668 shares 6,668 $732K 0.01% -466 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: 13,862 shares; 2024Q4: 12,958 shares; 2025Q1: 12,171 shares; 2025Q2: 9,852 shares 9,852 $732K 0.01% -2,319 Timeline SPSB 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: 26,100 shares; 2024Q4: 37,616 shares; 2025Q1: 24,577 shares; 2025Q2: 24,241 shares 24,241 $732K 0.01% -336 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: 26,504 shares; 2024Q4: 25,023 shares; 2025Q1: 7,674 shares; 2025Q2: 7,627 shares 7,627 $727K 0.01% -47 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 11,728 shares; 2025Q1: 11,728 shares; 2025Q2: 11,728 shares 11,728 $726K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,700 shares; 2025Q1: 1,755 shares; 2025Q2: 1,615 shares 1,615 $719K 0.01% -140 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: 20,639 shares; 2024Q4: 16,700 shares; 2025Q1: 18,863 shares; 2025Q2: 17,051 shares 17,051 $716K 0.01% -1,812 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,795 shares; 2024Q4: 14,848 shares; 2025Q1: 14,854 shares; 2025Q2: 14,879 shares 14,879 $716K 0.01% +25 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 10,700 shares; 2025Q1: 10,731 shares; 2025Q2: 8,142 shares 8,142 $716K 0.01% -2,589 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: 14,829 shares; 2024Q4: 15,240 shares; 2025Q1: 7,653 shares; 2025Q2: 7,861 shares 7,861 $715K 0.01% +208 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 1,765 shares; 2025Q2: 4,135 shares 4,135 $713K 0.01% +2,370 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 18,150 shares; 2025Q1: 17,782 shares; 2025Q2: 18,353 shares 18,353 $712K 0.01% +571 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: 650 shares; 2024Q4: 687 shares; 2025Q1: 1,009 shares; 2025Q2: 943 shares 943 $710K 0.01% -66 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 7,128 shares; 2025Q1: 5,885 shares; 2025Q2: 4,868 shares 4,868 $708K 0.01% -1,017 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly 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: 28,395 shares 28,395 $708K 0.01% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,174 shares; 2025Q1: 1,181 shares; 2025Q2: 1,282 shares 1,282 $707K 0.01% +101 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 5,391 shares; 2025Q1: 5,392 shares; 2025Q2: 4,732 shares 4,732 $706K 0.01% -660 FTSM 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: 25,081 shares; 2024Q4: 12,108 shares; 2025Q1: 11,772 shares; 2025Q2: 11,772 shares 11,772 $705K 0.01% 0 Timeline AOR 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: 5,503 shares; 2025Q1: 7,180 shares; 2025Q2: 11,446 shares 11,446 $705K 0.01% +4,266 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: 9,280 shares; 2024Q4: 9,141 shares; 2025Q1: 10,332 shares; 2025Q2: 10,241 shares 10,241 $702K 0.01% -91 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,054 shares; 2025Q1: 2,204 shares; 2025Q2: 2,210 shares 2,210 $702K 0.01% +6 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 3,149 shares; 2025Q1: 2,944 shares; 2025Q2: 2,899 shares 2,899 $700K 0.01% -45 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,244 shares; 2025Q1: 7,054 shares; 2025Q2: 7,039 shares 7,039 $699K 0.01% -15 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,531 shares; 2025Q1: 25,312 shares; 2025Q2: 21,021 shares 21,021 $698K 0.01% -4,291 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,547 shares; 2024Q4: 15,547 shares; 2025Q1: 15,547 shares; 2025Q2: 15,547 shares 15,547 $697K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 4,085 shares; 2025Q1: 4,058 shares; 2025Q2: 2,497 shares 2,497 $696K 0.01% -1,561 Timeline SPYD 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: 21,645 shares; 2024Q4: 18,080 shares; 2025Q1: 18,156 shares; 2025Q2: 16,329 shares 16,329 $693K 0.01% -1,827 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,478 shares; 2025Q1: 1,644 shares; 2025Q2: 2,232 shares 2,232 $688K 0.01% +588 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: 1,634 shares; 2024Q4: 1,611 shares; 2025Q1: 1,607 shares; 2025Q2: 1,559 shares 1,559 $687K 0.01% -48 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: 2,913 shares; 2024Q4: 2,963 shares; 2025Q1: 3,864 shares; 2025Q2: 4,744 shares 4,744 $684K 0.01% +880 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,605 shares 9,605 $683K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 2,485 shares; 2025Q1: 2,937 shares; 2025Q2: 2,477 shares 2,477 $683K 0.01% -460 Timeline LOMA LOMA NEGRA C I A S A MTN 14 More: the full row for LOMA NEGRA C I A S A MTN 14 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,529 shares; 2025Q1: 63,303 shares; 2025Q2: 62,159 shares 62,159 $682K 0.01% -1,144 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 6,579 shares; 2025Q1: 7,535 shares; 2025Q2: 7,616 shares 7,616 $681K 0.01% +81 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,342 shares; 2025Q1: 6,855 shares; 2025Q2: 7,232 shares 7,232 $680K 0.01% +377 Timeline GPGI GPGI INC More: the full row for GPGI 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: 45,457 shares; 2025Q1: 47,566 shares; 2025Q2: 47,956 shares 47,956 $676K 0.01% +390 Timeline LARK LANDMARK BANCORP INC More: the full row for LANDMARK BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,382 shares; 2024Q4: 14,053 shares; 2025Q1: 24,128 shares; 2025Q2: 25,481 shares 25,481 $674K 0.01% +1,353 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,426 shares; 2024Q4: 45,825 shares; 2025Q1: 40,178 shares; 2025Q2: 36,843 shares 36,843 $671K 0.01% -3,335 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: 3,782 shares; 2024Q4: 5,339 shares; 2025Q1: 6,438 shares; 2025Q2: 6,342 shares 6,342 $670K 0.01% -96 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,519 shares 13,519 $670K 0.01% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,903 shares; 2024Q4: 14,318 shares; 2025Q1: 14,318 shares; 2025Q2: 14,318 shares 14,318 $669K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 3,175 shares; 2025Q1: 3,434 shares; 2025Q2: 3,446 shares 3,446 $668K 0.01% +12 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 2,402 shares; 2025Q1: 1,376 shares; 2025Q2: 1,332 shares 1,332 $668K 0.01% -44 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: 25,797 shares; 2024Q4: 26,257 shares; 2025Q1: 18,666 shares; 2025Q2: 9,312 shares 9,312 $668K 0.01% -9,354 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: 5,938 shares; 2024Q4: 5,882 shares; 2025Q1: 5,684 shares; 2025Q2: 5,627 shares 5,627 $667K 0.01% -57 Timeline IYJ 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: 8,013 shares; 2024Q4: 6,225 shares; 2025Q1: 4,681 shares; 2025Q2: 4,684 shares 4,684 $667K 0.01% +3 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: 21,479 shares; 2024Q4: 18,802 shares; 2025Q1: 25,218 shares; 2025Q2: 25,678 shares 25,678 $663K 0.01% +460 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,612 shares; 2024Q4: 32,594 shares; 2025Q1: 33,684 shares; 2025Q2: 29,751 shares 29,751 $662K 0.01% -3,933 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly 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: 14,294 shares; 2025Q2: 16,201 shares 16,201 $661K 0.01% +1,907 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: 3,098 shares; 2024Q4: 2,911 shares; 2025Q1: 2,919 shares; 2025Q2: 2,928 shares 2,928 $659K 0.01% +9 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 4,290 shares; 2025Q1: 4,739 shares; 2025Q2: 4,730 shares 4,730 $658K 0.01% -9 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 2,027 shares; 2025Q1: not reported; 2025Q2: 4,065 shares 4,065 $657K 0.01% new 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: 15,582 shares; 2024Q4: 16,501 shares; 2025Q1: 15,819 shares; 2025Q2: 8,181 shares 8,181 $655K 0.01% -7,638 Timeline FVC 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: 25,472 shares; 2024Q4: 25,334 shares; 2025Q1: 17,044 shares; 2025Q2: 18,352 shares 18,352 $652K 0.01% +1,308 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 6,143 shares; 2025Q1: 5,906 shares; 2025Q2: 5,902 shares 5,902 $649K 0.01% -4 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,455 shares; 2024Q4: 38,844 shares; 2025Q1: 40,307 shares; 2025Q2: 40,538 shares 40,538 $648K 0.01% +231 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: 1,115 shares; 2024Q4: 1,270 shares; 2025Q1: 1,338 shares; 2025Q2: 1,709 shares 1,709 $646K 0.01% +371 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,757 shares; 2024Q4: 11,018 shares; 2025Q1: 11,142 shares; 2025Q2: 10,903 shares 10,903 $645K 0.01% -239 Timeline ROBT 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: 13,330 shares; 2024Q4: 13,331 shares; 2025Q1: 13,530 shares; 2025Q2: 13,353 shares 13,353 $645K 0.01% -177 Timeline XMLV 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: 4,490 shares; 2024Q4: 4,490 shares; 2025Q1: 10,674 shares; 2025Q2: 10,448 shares 10,448 $644K 0.01% -226 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 13,656 shares 13,656 $642K 0.01% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP 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: 7,276 shares; 2025Q1: 8,206 shares; 2025Q2: 8,214 shares 8,214 $641K 0.01% +8 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,078 shares; 2025Q1: 1,425 shares; 2025Q2: 1,519 shares 1,519 $639K 0.01% +94 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,080 shares; 2025Q1: 57,732 shares; 2025Q2: 61,328 shares 61,328 $638K 0.01% +3,596 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: 14,411 shares; 2024Q4: 15,191 shares; 2025Q1: 14,794 shares; 2025Q2: 14,691 shares 14,691 $637K 0.01% -103 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,986 shares; 2024Q4: 5,699 shares; 2025Q1: 5,432 shares; 2025Q2: 6,208 shares 6,208 $637K 0.01% +776 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: 1,909 shares; 2024Q4: 1,893 shares; 2025Q1: 2,161 shares; 2025Q2: 2,205 shares 2,205 $635K 0.01% +44 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,021 shares; 2025Q1: 1,246 shares; 2025Q2: 1,120 shares 1,120 $635K 0.01% -126 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,895 shares; 2024Q4: 8,796 shares; 2025Q1: 8,601 shares; 2025Q2: 8,627 shares 8,627 $634K 0.01% +26 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,534 shares; 2024Q4: 6,026 shares; 2025Q1: 5,909 shares; 2025Q2: 6,110 shares 6,110 $628K 0.01% +201 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,392 shares; 2024Q4: 22,381 shares; 2025Q1: 22,398 shares; 2025Q2: 22,366 shares 22,366 $627K 0.01% -32 Timeline HDMV 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: not reported; 2024Q4: not reported; 2025Q1: 15,208 shares; 2025Q2: 17,752 shares 17,752 $620K 0.01% +2,544 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 4,869 shares; 2025Q1: 5,755 shares; 2025Q2: 5,946 shares 5,946 $617K 0.01% +191 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: 20,505 shares; 2024Q4: 20,479 shares; 2025Q1: 22,648 shares; 2025Q2: 15,001 shares 15,001 $617K 0.01% -7,647 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 6,217 shares; 2025Q1: 6,182 shares; 2025Q2: 6,194 shares 6,194 $616K 0.01% +12 Timeline 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: 13,316 shares; 2024Q4: 14,525 shares; 2025Q1: 13,928 shares; 2025Q2: 14,139 shares 14,139 $616K 0.01% +211 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,130 shares; 2025Q1: 5,629 shares; 2025Q2: 4,965 shares 4,965 $616K 0.01% -664 Timeline JAVA 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: 9,293 shares; 2024Q4: 9,329 shares; 2025Q1: 9,354 shares; 2025Q2: 9,389 shares 9,389 $615K 0.01% +35 Timeline AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 17,300 shares 17,300 $612K 0.01% +10,000 VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 4,209 shares; 2025Q1: 5,014 shares; 2025Q2: 4,550 shares 4,550 $612K 0.01% -464 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,158 shares; 2024Q4: 17,120 shares; 2025Q1: 13,400 shares; 2025Q2: 12,193 shares 12,193 $611K 0.01% -1,207 Timeline JCPB 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: 12,030 shares; 2024Q4: 14,117 shares; 2025Q1: 14,185 shares; 2025Q2: 12,835 shares 12,835 $604K 0.01% -1,350 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,615 shares; 2024Q4: 22,117 shares; 2025Q1: 24,198 shares; 2025Q2: 24,194 shares 24,194 $604K 0.01% -4 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: not reported; 2024Q4: not reported; 2025Q1: 24,569 shares; 2025Q2: 42,623 shares 42,623 $603K 0.01% +18,054 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS 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: 12,591 shares; 2025Q1: 13,525 shares; 2025Q2: 13,512 shares 13,512 $603K 0.01% -13 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,155 shares; 2024Q4: 34,527 shares; 2025Q1: 30,443 shares; 2025Q2: 30,443 shares 30,443 $598K 0.01% 0 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,033 shares; 2024Q4: 35,108 shares; 2025Q1: 36,262 shares; 2025Q2: 35,228 shares 35,228 $597K 0.01% -1,034 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,320 shares; 2025Q1: 1,091 shares; 2025Q2: 1,466 shares 1,466 $596K 0.01% +375 NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 4,215 shares; 2025Q1: 4,223 shares; 2025Q2: 4,727 shares 4,727 $594K 0.01% +504 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: 2,712 shares 2,712 $592K 0.01% +1,142 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,176 shares; 2024Q4: 17,060 shares; 2025Q1: 23,138 shares; 2025Q2: 19,460 shares 19,460 $590K 0.01% -3,678 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,498 shares; 2024Q4: 24,679 shares; 2025Q1: 29,971 shares; 2025Q2: 32,412 shares 32,412 $590K 0.01% +2,441 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,197 shares; 2025Q1: 1,044 shares; 2025Q2: 1,023 shares 1,023 $590K 0.01% -21 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,322 shares; 2024Q4: 18,312 shares; 2025Q1: 18,262 shares; 2025Q2: 17,388 shares 17,388 $588K 0.01% -874 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: 14,677 shares; 2024Q4: 12,067 shares; 2025Q1: 12,360 shares; 2025Q2: 12,215 shares 12,215 $587K 0.01% -145 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,636 shares; 2024Q4: 14,636 shares; 2025Q1: 14,636 shares; 2025Q2: 14,636 shares 14,636 $587K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 881 shares; 2025Q1: 1,164 shares; 2025Q2: 1,246 shares 1,246 $583K 0.01% +82 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 1,970 shares; 2025Q1: not reported; 2025Q2: 4,381 shares 4,381 $580K 0.01% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,904 shares; 2024Q4: 6,884 shares; 2025Q1: 7,533 shares; 2025Q2: 7,184 shares 7,184 $579K 0.01% -349 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 5,226 shares; 2025Q1: 5,713 shares; 2025Q2: 5,687 shares 5,687 $577K 0.01% -26 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,174 shares; 2024Q4: 13,079 shares; 2025Q1: 12,941 shares; 2025Q2: 11,461 shares 11,461 $576K 0.01% -1,480 Timeline SHYD 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: 25,964 shares; 2024Q4: 29,396 shares; 2025Q1: 27,036 shares; 2025Q2: 25,481 shares 25,481 $576K 0.01% -1,555 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,438 shares; 2025Q1: not reported; 2025Q2: 3,363 shares 3,363 $575K 0.01% new Timeline FCVT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,643 shares; 2025Q1: 15,455 shares; 2025Q2: 14,770 shares 14,770 $573K 0.01% -685 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,584 shares; 2025Q1: 11,764 shares; 2025Q2: 11,055 shares 11,055 $573K 0.01% -709 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,975 shares; 2024Q4: 7,569 shares; 2025Q1: 7,690 shares; 2025Q2: 10,982 shares 10,982 $572K 0.01% +3,292 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS 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: 31,268 shares 31,268 $569K 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: 12,127 shares; 2024Q4: 10,634 shares; 2025Q1: 12,727 shares; 2025Q2: 11,373 shares 11,373 $568K 0.01% -1,354 Timeline PSCT 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: 12,269 shares; 2024Q4: 12,269 shares; 2025Q1: 12,269 shares; 2025Q2: 12,270 shares 12,270 $567K 0.01% +1 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,978 shares; 2024Q4: 18,978 shares; 2025Q1: 23,206 shares; 2025Q2: 24,058 shares 24,058 $565K 0.01% +852 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 5,835 shares; 2025Q1: 7,008 shares; 2025Q2: 7,845 shares 7,845 $564K 0.01% +837 Timeline JPEF 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: 5,989 shares; 2024Q4: 8,890 shares; 2025Q1: 7,699 shares; 2025Q2: 8,008 shares 8,008 $562K 0.01% +309 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 1,934 shares; 2025Q1: 1,970 shares; 2025Q2: 2,017 shares 2,017 $561K 0.01% +47 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 9,120 shares; 2025Q1: 9,049 shares; 2025Q2: 6,091 shares 6,091 $559K 0.01% -2,958 Timeline TDIV 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: 8,940 shares; 2024Q4: 8,872 shares; 2025Q1: 5,973 shares; 2025Q2: 6,189 shares 6,189 $558K 0.01% +216 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 11,850 shares 11,850 $558K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,477 shares; 2024Q4: 3,896 shares; 2025Q1: 1,878 shares; 2025Q2: 1,809 shares 1,809 $557K 0.01% -69 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,691 shares; 2025Q1: 12,738 shares; 2025Q2: 12,476 shares 12,476 $553K 0.01% -262 Timeline KOMP 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: 11,120 shares; 2024Q4: 10,574 shares; 2025Q1: 9,851 shares; 2025Q2: 10,146 shares 10,146 $552K 0.01% +295 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,051 shares; 2025Q1: 1,165 shares; 2025Q2: 1,128 shares 1,128 $551K 0.01% -37 Timeline AGGY 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: 40,173 shares; 2024Q4: 31,139 shares; 2025Q1: 13,028 shares; 2025Q2: 12,549 shares 12,549 $548K 0.01% -479 Timeline QQEW 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: 4,101 shares; 2024Q4: 4,089 shares; 2025Q1: 3,978 shares; 2025Q2: 3,978 shares 3,978 $543K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,112 shares; 2025Q1: 2,925 shares; 2025Q2: 2,198 shares 2,198 $542K 0.01% -727 Timeline VFH 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: 7,447 shares; 2024Q4: 9,248 shares; 2025Q1: 4,144 shares; 2025Q2: 4,244 shares 4,244 $540K 0.01% +100 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 6,097 shares; 2025Q1: 7,368 shares; 2025Q2: 6,632 shares 6,632 $539K 0.01% -736 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,397 shares; 2024Q4: 10,197 shares; 2025Q1: 10,486 shares; 2025Q2: 10,425 shares 10,425 $537K 0.01% -61 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,932 shares; 2024Q4: 28,010 shares; 2025Q1: 11,872 shares; 2025Q2: 12,441 shares 12,441 $532K 0.01% +569 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 2,058 shares; 2025Q1: 2,479 shares; 2025Q2: 2,616 shares 2,616 $531K 0.01% +137 Timeline SPIP 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: 27,111 shares; 2024Q4: 18,859 shares; 2025Q1: 18,179 shares; 2025Q2: 20,304 shares 20,304 $529K 0.01% +2,125 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,530 shares; 2024Q4: 17,230 shares; 2025Q1: 17,230 shares; 2025Q2: 13,723 shares 13,723 $526K 0.01% -3,507 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,466 shares; 2024Q4: 27,496 shares; 2025Q1: 20,638 shares; 2025Q2: 6,499 shares 6,499 $524K 0.01% -14,139 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,553 shares; 2024Q4: 19,252 shares; 2025Q1: 21,790 shares; 2025Q2: 24,973 shares 24,973 $523K 0.01% +3,183 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,020 shares; 2025Q1: 1,023 shares; 2025Q2: 950 shares 950 $522K 0.01% -73 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART 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: not reported; 2025Q2: 8,033 shares 8,033 $520K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 4,021 shares; 2025Q1: 3,738 shares; 2025Q2: 3,717 shares 3,717 $517K 0.01% -21 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 3,840 shares; 2025Q1: 3,918 shares; 2025Q2: 3,895 shares 3,895 $516K 0.01% -23 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,064 shares; 2024Q4: 11,838 shares; 2025Q1: 8,354 shares; 2025Q2: 8,914 shares 8,914 $514K 0.01% +560 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,971 shares; 2025Q1: 2,221 shares; 2025Q2: 2,393 shares 2,393 $513K 0.01% +172 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: 63,850 shares; 2024Q4: 52,716 shares; 2025Q1: 47,085 shares; 2025Q2: 44,620 shares 44,620 $511K 0.01% -2,465 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,955 shares; 2024Q4: 32,347 shares; 2025Q1: 20,003 shares; 2025Q2: 20,818 shares 20,818 $511K 0.01% +815 GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,972 shares; 2024Q4: 9,678 shares; 2025Q1: 10,881 shares; 2025Q2: 10,881 shares 10,881 $510K 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: 1,225 shares; 2024Q4: 1,197 shares; 2025Q1: 1,304 shares; 2025Q2: 1,326 shares 1,326 $508K 0.01% +22 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,891 shares; 2025Q1: 2,194 shares; 2025Q2: 2,448 shares 2,448 $508K 0.01% +254 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: 41,971 shares; 2024Q4: 41,568 shares; 2025Q1: 47,506 shares; 2025Q2: 30,277 shares 30,277 $507K 0.01% -17,229 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,141 shares 5,141 $507K 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,535 shares; 2025Q1: 3,338 shares; 2025Q2: 3,756 shares 3,756 $505K 0.01% +418 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,333 shares; 2025Q1: 7,495 shares; 2025Q2: 7,551 shares 7,551 $504K 0.01% +56 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 3,113 shares; 2025Q1: 3,215 shares; 2025Q2: 2,688 shares 2,688 $504K 0.01% -527 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,095 shares; 2025Q1: 3,718 shares; 2025Q2: 3,692 shares 3,692 $501K 0.01% -26 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,737 shares; 2024Q4: 7,020 shares; 2025Q1: 7,849 shares; 2025Q2: 6,946 shares 6,946 $500K 0.01% -903 Timeline APG API GROUP CORP More: the full row for API GROUP CORP 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: 8,454 shares; 2025Q1: 10,415 shares; 2025Q2: 9,753 shares 9,753 $498K 0.01% -662 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 2,756 shares; 2025Q1: 4,238 shares; 2025Q2: 5,017 shares 5,017 $497K 0.01% +779 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,553 shares; 2025Q1: 5,226 shares; 2025Q2: 4,930 shares 4,930 $496K 0.01% -296 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,450 shares; 2025Q1: 3,042 shares; 2025Q2: 3,157 shares 3,157 $495K 0.01% +115 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: 3,723 shares; 2024Q4: 3,017 shares; 2025Q1: 6,999 shares; 2025Q2: 6,829 shares 6,829 $493K 0.01% -170 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,551 shares; 2025Q1: 16,132 shares; 2025Q2: 16,132 shares 16,132 $492K 0.01% 0 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 3,107 shares; 2025Q1: 3,237 shares; 2025Q2: 4,865 shares 4,865 $491K 0.01% +1,628 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: 7,889 shares; 2024Q4: 7,274 shares; 2025Q1: 6,745 shares; 2025Q2: 6,932 shares 6,932 $488K 0.01% +187 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,606 shares; 2024Q4: 8,076 shares; 2025Q1: 7,338 shares; 2025Q2: 6,696 shares 6,696 $488K 0.01% -642 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: 10,186 shares; 2024Q4: 13,198 shares; 2025Q1: 10,055 shares; 2025Q2: 9,406 shares 9,406 $487K 0.01% -649 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 2,575 shares; 2025Q1: 2,442 shares; 2025Q2: 2,420 shares 2,420 $487K 0.01% -22 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: 54,484 shares; 2024Q4: 15,487 shares; 2025Q1: 17,945 shares; 2025Q2: 17,253 shares 17,253 $485K 0.01% -692 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,279 shares; 2024Q4: 11,512 shares; 2025Q1: 12,276 shares; 2025Q2: 12,015 shares 12,015 $485K 0.01% -261 Timeline WELLS FARGO & CO 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: 416 shares; 2024Q4: 424 shares; 2025Q1: 432 shares; 2025Q2: 412 shares 412 $484K 0.01% -20 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: 676 shares; 2024Q4: 690 shares; 2025Q1: 327 shares; 2025Q2: 318 shares 318 $484K 0.01% -9 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,090 shares; 2024Q4: 18,360 shares; 2025Q1: 17,943 shares; 2025Q2: 17,896 shares 17,896 $482K 0.01% -47 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: 22,672 shares; 2024Q4: 23,731 shares; 2025Q1: 22,989 shares; 2025Q2: 21,977 shares 21,977 $481K 0.01% -1,012 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: 5,694 shares; 2024Q4: 5,714 shares; 2025Q1: 5,569 shares; 2025Q2: 4,762 shares 4,762 $480K 0.01% -807 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,197 shares; 2025Q1: 4,809 shares; 2025Q2: 4,869 shares 4,869 $478K 0.01% +60 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 3,256 shares; 2025Q1: 3,343 shares; 2025Q2: 2,560 shares 2,560 $478K 0.01% -783 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,580 shares; 2025Q1: 6,394 shares; 2025Q2: 6,782 shares 6,782 $477K 0.01% +388 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: 6,886 shares; 2024Q4: 6,960 shares; 2025Q1: 8,482 shares; 2025Q2: 8,511 shares 8,511 $477K 0.01% +29 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 5,022 shares; 2025Q1: 4,924 shares; 2025Q2: 4,714 shares 4,714 $476K 0.01% -210 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 5,259 shares; 2025Q1: 7,653 shares; 2025Q2: 6,022 shares 6,022 $476K 0.01% -1,631 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,120 shares; 2024Q4: 10,001 shares; 2025Q1: 10,176 shares; 2025Q2: 9,136 shares 9,136 $475K 0.01% -1,040 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: 4,887 shares; 2024Q4: 5,103 shares; 2025Q1: 4,880 shares; 2025Q2: 4,900 shares 4,900 $473K 0.01% +20 Timeline HEZU 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: 11,469 shares 11,469 $471K 0.01% new Timeline IWX 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: 5,855 shares; 2024Q4: 5,588 shares; 2025Q1: 5,771 shares; 2025Q2: 5,583 shares 5,583 $470K 0.01% -188 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: 673 shares; 2024Q4: 111 shares; 2025Q1: 129 shares; 2025Q2: 126 shares 126 $468K 0.01% -3 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: 31,540 shares; 2024Q4: 31,901 shares; 2025Q1: 2,810 shares; 2025Q2: 2,848 shares 2,848 $467K 0.01% +38 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 10,789 shares; 2025Q1: 10,230 shares; 2025Q2: 8,649 shares 8,649 $466K 0.01% -1,581 Timeline VDC 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: 3,120 shares; 2024Q4: 2,725 shares; 2025Q1: 2,663 shares; 2025Q2: 2,115 shares 2,115 $463K 0.01% -548 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,223 shares; 2025Q1: 1,751 shares; 2025Q2: 1,675 shares 1,675 $463K 0.01% -76 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 9,618 shares; 2025Q1: 12,633 shares; 2025Q2: 13,648 shares 13,648 $463K 0.01% +1,015 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,841 shares; 2024Q4: 24,974 shares; 2025Q1: 25,682 shares; 2025Q2: 25,638 shares 25,638 $460K 0.01% -44 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI 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: 27,903 shares; 2025Q1: 28,591 shares; 2025Q2: 28,582 shares 28,582 $457K 0.01% -9 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,682 shares; 2025Q1: 3,919 shares; 2025Q2: 6,712 shares 6,712 $457K 0.01% +2,793 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,896 shares; 2025Q1: 2,407 shares; 2025Q2: 3,183 shares 3,183 $456K 0.01% +776 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,378 shares; 2025Q1: 4,083 shares; 2025Q2: 3,020 shares 3,020 $456K 0.01% -1,063 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 1,585 shares; 2025Q1: 1,960 shares; 2025Q2: 1,972 shares 1,972 $456K 0.01% +12 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,281 shares; 2025Q1: 1,447 shares; 2025Q2: 1,576 shares 1,576 $455K 0.01% +129 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 6,637 shares; 2025Q1: 7,039 shares; 2025Q2: 5,453 shares 5,453 $453K 0.01% -1,586 Timeline SMLF 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: 5,466 shares; 2024Q4: 6,959 shares; 2025Q1: 6,663 shares; 2025Q2: 6,668 shares 6,668 $453K 0.01% +5 Timeline AIVL 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares 4,000 $452K 0.01% 0 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,240 shares; 2024Q4: 17,464 shares; 2025Q1: 19,599 shares; 2025Q2: 19,602 shares 19,602 $451K 0.01% +3 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,736 shares; 2024Q4: 8,944 shares; 2025Q1: 4,723 shares; 2025Q2: 5,764 shares 5,764 $450K <0.01% +1,041 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: 2,707 shares; 2024Q4: 2,705 shares; 2025Q1: 3,159 shares; 2025Q2: 3,106 shares 3,106 $448K <0.01% -53 Timeline AMRN AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,611 shares 27,611 $448K <0.01% new Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,190 shares; 2025Q2: 3,080 shares 3,080 $447K <0.01% -110 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,218 shares; 2024Q4: 19,218 shares; 2025Q1: 19,218 shares; 2025Q2: 19,218 shares 19,218 $446K <0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 621 shares; 2025Q1: 780 shares; 2025Q2: 776 shares 776 $445K <0.01% -4 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: 902 shares; 2025Q2: 1,510 shares 1,510 $444K <0.01% +608 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,259 shares; 2025Q1: 4,203 shares; 2025Q2: 4,177 shares 4,177 $444K <0.01% -26 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: not reported; 2025Q1: 2,159 shares; 2025Q2: 3,729 shares 3,729 $443K <0.01% +1,570 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: 5,359 shares; 2024Q4: 5,531 shares; 2025Q1: 2,805 shares; 2025Q2: 2,811 shares 2,811 $443K <0.01% +6 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: 18,361 shares; 2024Q4: 19,509 shares; 2025Q1: 10,138 shares; 2025Q2: 7,078 shares 7,078 $443K <0.01% -3,060 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: 5,079 shares; 2024Q4: 2,605 shares; 2025Q1: 4,641 shares; 2025Q2: 5,565 shares 5,565 $443K <0.01% +924 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,156 shares; 2024Q4: 34,383 shares; 2025Q1: 28,980 shares; 2025Q2: 28,790 shares 28,790 $443K <0.01% -190 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly 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: 20,070 shares 20,070 $442K <0.01% new Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 3,486 shares; 2025Q2: 3,597 shares 3,597 $441K <0.01% +111 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: 6,167 shares; 2024Q4: 2,059 shares; 2025Q1: 2,621 shares; 2025Q2: 2,697 shares 2,697 $441K <0.01% +76 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 281 shares; 2025Q1: 255 shares; 2025Q2: 241 shares 241 $441K <0.01% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,218 shares 7,218 $440K <0.01% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,056 shares; 2024Q4: 5,738 shares; 2025Q1: 6,282 shares; 2025Q2: 8,448 shares 8,448 $440K <0.01% +2,166 Timeline FTQI 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: 25,344 shares; 2024Q4: 25,689 shares; 2025Q1: 25,464 shares; 2025Q2: 22,470 shares 22,470 $440K <0.01% -2,994 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,290 shares; 2024Q4: 24,766 shares; 2025Q1: 23,626 shares; 2025Q2: 19,966 shares 19,966 $438K <0.01% -3,660 Timeline INDA 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: 9,110 shares; 2024Q4: 7,337 shares; 2025Q1: 7,191 shares; 2025Q2: 7,874 shares 7,874 $438K <0.01% +683 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,749 shares; 2024Q4: 12,749 shares; 2025Q1: 12,749 shares; 2025Q2: 12,749 shares 12,749 $436K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,793 shares; 2024Q4: 20,389 shares; 2025Q1: 18,673 shares; 2025Q2: 23,846 shares 23,846 $432K <0.01% +5,173 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 1,820 shares; 2025Q1: 2,536 shares; 2025Q2: 2,483 shares 2,483 $432K <0.01% -53 Timeline VIS 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: 1,841 shares; 2024Q4: 1,858 shares; 2025Q1: 1,576 shares; 2025Q2: 1,541 shares 1,541 $432K <0.01% -35 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,287 shares; 2025Q1: 1,249 shares; 2025Q2: 1,225 shares 1,225 $430K <0.01% -24 BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,559 shares; 2024Q4: 9,559 shares; 2025Q1: 9,559 shares; 2025Q2: 9,559 shares 9,559 $427K <0.01% 0 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 10,804 shares; 2025Q1: 8,804 shares; 2025Q2: 7,952 shares 7,952 $427K <0.01% -852 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: 1,770 shares; 2024Q4: 1,472 shares; 2025Q1: 1,684 shares; 2025Q2: 1,450 shares 1,450 $425K <0.01% -234 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: 793 shares; 2024Q4: 830 shares; 2025Q1: 393 shares; 2025Q2: 409 shares 409 $425K <0.01% +16 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,767 shares; 2024Q4: 11,052 shares; 2025Q1: 9,399 shares; 2025Q2: 9,397 shares 9,397 $425K <0.01% -2 Timeline FNDF 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: 13,678 shares; 2024Q4: 11,201 shares; 2025Q1: 9,505 shares; 2025Q2: 10,585 shares 10,585 $424K <0.01% +1,080 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 8,866 shares; 2025Q1: 8,576 shares; 2025Q2: 7,908 shares 7,908 $421K <0.01% -668 Timeline RWR 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: 4,363 shares; 2024Q4: 4,363 shares; 2025Q1: 4,378 shares; 2025Q2: 4,363 shares 4,363 $421K <0.01% -15 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,022 shares; 2025Q1: 2,481 shares; 2025Q2: 2,334 shares 2,334 $421K <0.01% -147 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,633 shares; 2024Q4: 6,633 shares; 2025Q1: 3,781 shares; 2025Q2: 4,038 shares 4,038 $420K <0.01% +257 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,176 shares; 2024Q4: 24,507 shares; 2025Q1: 31,266 shares; 2025Q2: 30,639 shares 30,639 $420K <0.01% -627 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,188 shares; 2024Q4: 19,188 shares; 2025Q1: 19,188 shares; 2025Q2: 19,188 shares 19,188 $420K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,611 shares; 2025Q1: 8,152 shares; 2025Q2: 6,936 shares 6,936 $419K <0.01% -1,216 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,135 shares; 2024Q4: 19,135 shares; 2025Q1: 12,361 shares; 2025Q2: 12,361 shares 12,361 $419K <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: 5,358 shares; 2024Q4: 4,801 shares; 2025Q1: 4,207 shares; 2025Q2: 3,577 shares 3,577 $416K <0.01% -630 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 563 shares; 2025Q1: 744 shares; 2025Q2: 773 shares 773 $415K <0.01% +29 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,974 shares; 2025Q1: 9,253 shares; 2025Q2: 9,255 shares 9,255 $412K <0.01% +2 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 3,555 shares; 2025Q1: 3,932 shares; 2025Q2: 3,878 shares 3,878 $412K <0.01% -54 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: 3,545 shares; 2024Q4: 3,151 shares; 2025Q1: 5,609 shares; 2025Q2: 4,805 shares 4,805 $411K <0.01% -804 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 4,299 shares; 2025Q1: 4,384 shares; 2025Q2: 4,380 shares 4,380 $410K <0.01% -4 Timeline FVD 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: 61,285 shares; 2024Q4: 72,566 shares; 2025Q1: 11,894 shares; 2025Q2: 9,153 shares 9,153 $409K <0.01% -2,741 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,255 shares; 2025Q1: 3,723 shares; 2025Q2: 2,540 shares 2,540 $408K <0.01% -1,183 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: not reported; 2025Q1: 2,324 shares; 2025Q2: 3,297 shares 3,297 $407K <0.01% +973 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: 2,239 shares; 2024Q4: 2,257 shares; 2025Q1: 2,885 shares; 2025Q2: 3,097 shares 3,097 $407K <0.01% +212 Timeline XT 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: 5,871 shares; 2024Q4: 6,050 shares; 2025Q1: 6,051 shares; 2025Q2: 6,206 shares 6,206 $405K <0.01% +155 Timeline ITA 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: 11,556 shares; 2024Q4: 5,097 shares; 2025Q1: 3,017 shares; 2025Q2: 2,144 shares 2,144 $404K <0.01% -873 Timeline PRSU PURSUIT ATTRACTIONS AND HOSP More: the full row for PURSUIT ATTRACTIONS AND HOSP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,015 shares; 2024Q4: 13,517 shares; 2025Q1: 13,997 shares; 2025Q2: 13,988 shares 13,988 $403K <0.01% -9 Timeline TFI 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: 12,255 shares; 2024Q4: 12,702 shares; 2025Q1: 12,231 shares; 2025Q2: 9,014 shares 9,014 $403K <0.01% -3,217 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: 19,298 shares; 2024Q4: 16,636 shares; 2025Q1: 9,955 shares; 2025Q2: 8,201 shares 8,201 $402K <0.01% -1,754 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,411 shares; 2025Q1: 2,258 shares; 2025Q2: 2,382 shares 2,382 $402K <0.01% +124 Timeline