IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935,921 shares; 2024Q4: 1,079,870 shares; 2025Q1: 2,087,173 shares; 2025Q2: 815,096 shares 815,096 $506M 20.28% -1,272,077 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,952,286 shares; 2024Q4: 2,474,288 shares; 2025Q1: 4,493,517 shares; 2025Q2: 2,618,804 shares 2,618,804 $154M 6.17% -1,874,713 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596,516 shares; 2024Q4: 2,195,128 shares; 2025Q1: 4,339,839 shares; 2025Q2: 2,278,484 shares 2,278,484 $137M 5.48% -2,061,355 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905,490 shares; 2024Q4: 2,267,240 shares; 2025Q1: 6,089,415 shares; 2025Q2: 3,190,737 shares 3,190,737 $121M 4.85% -2,898,678 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348,267 shares; 2024Q4: 806,119 shares; 2025Q1: 1,663,047 shares; 2025Q2: 662,810 shares 662,810 $117M 4.69% -1,000,237 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816,296 shares; 2024Q4: 519,543 shares; 2025Q1: 724,788 shares; 2025Q2: 202,662 shares 202,662 $115M 4.61% -522,126 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,530,686 shares; 2024Q4: 3,566,652 shares; 2025Q1: 4,000,438 shares; 2025Q2: 1,449,780 shares 1,449,780 $91.5M 3.67% -2,550,658 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958,807 shares; 2024Q4: 654,868 shares; 2025Q1: 994,985 shares; 2025Q2: 816,725 shares 816,725 $84M 3.37% -178,260 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409,575 shares; 2024Q4: 1,527,156 shares; 2025Q1: 2,420,527 shares; 2025Q2: 645,450 shares 645,450 $83M 3.32% -1,775,077 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,843 shares; 2024Q4: 502,555 shares; 2025Q1: 1,168,032 shares; 2025Q2: 582,276 shares 582,276 $78.6M 3.15% -585,756 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,011 shares; 2024Q4: 192,658 shares; 2025Q1: 344,447 shares; 2025Q2: 852,010 shares 852,010 $71.1M 2.85% +507,563 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261,536 shares; 2024Q4: 567,366 shares; 2025Q1: 1,023,999 shares; 2025Q2: 524,888 shares 524,888 $57.8M 2.31% -499,111 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560,617 shares; 2024Q4: 1,026,489 shares; 2025Q1: 1,735,374 shares; 2025Q2: 702,840 shares 702,840 $53.7M 2.15% -1,032,534 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,976 shares; 2024Q4: 93,021 shares; 2025Q1: 256,859 shares; 2025Q2: 385,120 shares 385,120 $49.5M 1.98% +128,261 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,123 shares; 2024Q4: 566,767 shares; 2025Q1: 948,296 shares; 2025Q2: 396,173 shares 396,173 $37.9M 1.52% -552,123 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,462 shares; 2024Q4: 113,436 shares; 2025Q1: 217,409 shares; 2025Q2: 56,706 shares 56,706 $35M 1.4% -160,703 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: 113,231 shares; 2024Q4: not reported; 2025Q1: 88,464 shares; 2025Q2: 56,706 shares 56,706 $35M 1.4% -31,758 Timeline REET 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: 2,291,594 shares; 2024Q4: 1,950,914 shares; 2025Q1: 3,171,017 shares; 2025Q2: 1,338,032 shares 1,338,032 $33M 1.32% -1,832,985 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340,560 shares 340,560 $30.4M 1.22% new Timeline BILS 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: 802,048 shares; 2024Q4: 508,437 shares; 2025Q1: 590,499 shares; 2025Q2: 294,974 shares 294,974 $29.3M 1.18% -295,525 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827,447 shares; 2024Q4: 1,751,363 shares; 2025Q1: 1,536,118 shares; 2025Q2: 262,451 shares 262,451 $26.4M 1.06% -1,273,667 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697,659 shares; 2024Q4: 354,351 shares; 2025Q1: 619,425 shares; 2025Q2: 327,359 shares 327,359 $24.5M 0.98% -292,066 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,057 shares; 2024Q4: 42,088 shares; 2025Q1: 267,057 shares; 2025Q2: 349,933 shares 349,933 $21.8M 0.87% +82,876 VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038,227 shares; 2024Q4: 1,001,497 shares; 2025Q1: 647,546 shares; 2025Q2: 344,943 shares 344,943 $20.6M 0.83% -302,603 Timeline HEWJ 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: 2,004,811 shares; 2024Q4: 912,397 shares; 2025Q1: 1,353,974 shares; 2025Q2: 454,634 shares 454,634 $20.4M 0.82% -899,340 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715,964 shares; 2024Q4: 850,775 shares; 2025Q1: 1,228,973 shares; 2025Q2: 498,961 shares 498,961 $18.7M 0.75% -730,012 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,427 shares; 2024Q4: 24,372 shares; 2025Q1: 193,892 shares; 2025Q2: 157,870 shares 157,870 $16.8M 0.67% -36,022 Timeline DXJ 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: 334,256 shares; 2024Q4: 153,325 shares; 2025Q1: 280,853 shares; 2025Q2: 126,036 shares 126,036 $14.4M 0.58% -154,817 Timeline HAWX 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: 385,578 shares; 2024Q4: not reported; 2025Q1: 366,467 shares; 2025Q2: 397,056 shares 397,056 $14M 0.56% +30,589 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,304 shares; 2024Q4: 153,312 shares; 2025Q1: 559,637 shares; 2025Q2: 406,326 shares 406,326 $13.9M 0.56% -153,311 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,230 shares; 2024Q4: not reported; 2025Q1: 144,494 shares; 2025Q2: 145,718 shares 145,718 $12.4M 0.5% +1,224 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: 251,006 shares; 2024Q4: 115,159 shares; 2025Q1: 257,341 shares; 2025Q2: 138,725 shares 138,725 $12.4M 0.5% -118,616 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: 2,334,628 shares; 2024Q4: 2,162,143 shares; 2025Q1: 2,812,458 shares; 2025Q2: 123,000 shares 123,000 $11.3M 0.45% -2,689,458 Timeline IWV 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: 35,305 shares; 2024Q4: 5,858 shares; 2025Q1: 35,654 shares; 2025Q2: 29,690 shares 29,690 $10.4M 0.42% -5,964 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,396 shares; 2024Q4: 138,580 shares; 2025Q1: 278,280 shares; 2025Q2: 113,810 shares 113,810 $9.93M 0.4% -164,470 Timeline SPYX 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: 906,594 shares; 2024Q4: 600,051 shares; 2025Q1: 839,585 shares; 2025Q2: 192,077 shares 192,077 $9.78M 0.39% -647,508 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,555 shares; 2024Q4: 164,071 shares; 2025Q1: 330,341 shares; 2025Q2: 167,230 shares 167,230 $9.21M 0.37% -163,111 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,477 shares; 2024Q4: 266,643 shares; 2025Q1: 348,651 shares; 2025Q2: 104,613 shares 104,613 $8.67M 0.35% -244,038 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,842 shares; 2024Q4: not reported; 2025Q1: 18,215 shares; 2025Q2: 16,878 shares 16,878 $8.4M 0.34% -1,337 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,558 shares; 2024Q4: not reported; 2025Q1: 203,558 shares; 2025Q2: 203,558 shares 203,558 $7.78M 0.31% 0 Timeline ISRA 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: 143,407 shares; 2024Q4: 145,123 shares; 2025Q1: 290,246 shares; 2025Q2: 145,123 shares 145,123 $7.52M 0.3% -145,123 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 9,237 shares; 2025Q1: 19,235 shares; 2025Q2: 9,855 shares 9,855 $7.27M 0.29% -9,380 Timeline EPP 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: 296,703 shares; 2024Q4: 135,331 shares; 2025Q1: 267,073 shares; 2025Q2: 138,569 shares 138,569 $6.84M 0.27% -128,504 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,969 shares; 2024Q4: 50,438 shares; 2025Q1: 120,599 shares; 2025Q2: 60,905 shares 60,905 $6.73M 0.27% -59,694 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,720 shares; 2024Q4: 30,504 shares; 2025Q1: 226,059 shares; 2025Q2: 152,638 shares 152,638 $6.68M 0.27% -73,421 Timeline SL GREEN REALTY CORP SL GREEN REALTY CORP More: the full row for SL GREEN REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,607 shares; 2024Q4: not reported; 2025Q1: 101,607 shares; 2025Q2: 101,607 shares 101,607 $6.29M 0.25% 0 PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,705 shares 67,705 $6.1M 0.24% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,852 shares; 2024Q4: 9,116 shares; 2025Q1: 20,142 shares; 2025Q2: 10,922 shares 10,922 $6.02M 0.24% -9,220 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,347 shares; 2024Q4: 38,608 shares; 2025Q1: 62,911 shares; 2025Q2: 26,595 shares 26,595 $5.74M 0.23% -36,316 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: not reported; 2024Q4: not reported; 2025Q1: 73,364 shares; 2025Q2: 30,404 shares 30,404 $5.58M 0.22% -42,960 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497,458 shares; 2024Q4: 1,158,679 shares; 2025Q1: 1,618,507 shares; 2025Q2: 133,464 shares 133,464 $5.55M 0.22% -1,485,043 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 4,288 shares; 2025Q1: 8,241 shares; 2025Q2: 3,648 shares 3,648 $5.55M 0.22% -4,593 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,523 shares; 2024Q4: 17,986 shares; 2025Q1: 36,217 shares; 2025Q2: 18,213 shares 18,213 $5.54M 0.22% -18,004 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,197 shares 9,197 $5.45M 0.22% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,615 shares; 2024Q4: 26,385 shares; 2025Q1: 101,407 shares; 2025Q2: 29,658 shares 29,658 $5.42M 0.22% -71,749 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: not reported; 2024Q4: not reported; 2025Q1: 162,111 shares; 2025Q2: 71,127 shares 71,127 $5.3M 0.21% -90,984 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,220 shares; 2025Q2: 28,448 shares 28,448 $5.17M 0.21% -21,772 Timeline NVSEF NOVARTIS AG-REG More: the full row for NOVARTIS AG-REG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,696 shares; 2024Q4: not reported; 2025Q1: 46,107 shares; 2025Q2: 42,461 shares 42,461 $5.15M 0.21% -3,646 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 12,594 shares 12,594 $5.12M 0.21% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,921 shares; 2025Q1: 32,501 shares; 2025Q2: 14,363 shares 14,363 $5.1M 0.2% -18,138 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,481 shares; 2024Q4: 28,932 shares; 2025Q1: 52,823 shares; 2025Q2: 21,935 shares 21,935 $4.97M 0.2% -30,888 Timeline URTH 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: 105,621 shares; 2024Q4: 23,734 shares; 2025Q1: 175,970 shares; 2025Q2: 28,981 shares 28,981 $4.91M 0.2% -146,989 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,093 shares 53,093 $4.84M 0.19% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,531 shares; 2025Q1: 22,477 shares; 2025Q2: 9,328 shares 9,328 $4.74M 0.19% -13,149 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,402 shares; 2024Q4: not reported; 2025Q1: 163,778 shares; 2025Q2: 150,884 shares 150,884 $4.48M 0.18% -12,894 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,947 shares; 2024Q4: 31,748 shares; 2025Q1: 59,259 shares; 2025Q2: 25,276 shares 25,276 $4.45M 0.18% -33,983 Timeline ABB LTD. ABB LTD. More: the full row for ABB LTD. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,038 shares; 2024Q4: not reported; 2025Q1: 80,821 shares; 2025Q2: 74,204 shares 74,204 $4.43M 0.18% -6,617 LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly 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: 769 shares; 2025Q2: 9,296 shares 9,296 $4.36M 0.17% +8,527 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: 125,696 shares; 2024Q4: 86,639 shares; 2025Q1: 163,379 shares; 2025Q2: 70,457 shares 70,457 $4.36M 0.17% -92,922 Timeline GPDNF DANONE More: the full row for DANONE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,023 shares; 2024Q4: not reported; 2025Q1: 76,740 shares; 2025Q2: 70,457 shares 70,457 $4.36M 0.17% -6,283 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: 76,230 shares; 2025Q1: 145,787 shares; 2025Q2: 63,878 shares 63,878 $4.23M 0.17% -81,909 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,135 shares; 2024Q4: 18,565 shares; 2025Q1: 35,650 shares; 2025Q2: 15,741 shares 15,741 $4.11M 0.16% -19,909 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,194 shares; 2024Q4: 84,622 shares; 2025Q1: 160,858 shares; 2025Q2: 90,998 shares 90,998 $4.01M 0.16% -69,860 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: 17,626 shares; 2024Q4: not reported; 2025Q1: 25,348 shares; 2025Q2: 23,273 shares 23,273 $3.93M 0.16% -2,075 Timeline FERGUSON PLC FERGUSON PLC More: the full row for FERGUSON 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: 17,835 shares 17,835 $3.88M 0.16% new GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,620 shares; 2024Q4: 12,310 shares; 2025Q1: 24,620 shares; 2025Q2: 12,310 shares 12,310 $3.75M 0.15% -12,310 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: 252,776 shares; 2024Q4: 98,179 shares; 2025Q1: 187,852 shares; 2025Q2: 82,331 shares 82,331 $3.73M 0.15% -105,521 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 2,618 shares; 2025Q1: 6,337 shares; 2025Q2: 3,535 shares 3,535 $3.63M 0.15% -2,802 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,139 shares; 2024Q4: 15,985 shares; 2025Q1: 30,226 shares; 2025Q2: 13,075 shares 13,075 $3.57M 0.14% -17,151 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,975 shares; 2024Q4: 88,770 shares; 2025Q1: 167,419 shares; 2025Q2: 72,210 shares 72,210 $3.34M 0.13% -95,209 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,377 shares; 2024Q4: 9,979 shares; 2025Q1: 18,753 shares; 2025Q2: 8,056 shares 8,056 $3.27M 0.13% -10,697 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,492 shares; 2024Q4: not reported; 2025Q1: 48,649 shares; 2025Q2: 39,385 shares 39,385 $3.24M 0.13% -9,264 Timeline ESGU 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: 572,091 shares; 2024Q4: 547,958 shares; 2025Q1: 583,245 shares; 2025Q2: 23,873 shares 23,873 $3.23M 0.13% -559,372 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,634 shares; 2025Q2: 29,222 shares 29,222 $3.05M 0.12% -62,412 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,606 shares; 2025Q2: 10,834 shares 10,834 $2.99M 0.12% -12,772 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,597 shares; 2024Q4: 8,121 shares; 2025Q1: 26,224 shares; 2025Q2: 57,514 shares 57,514 $2.89M 0.12% +31,290 Timeline USMV 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: 33,271 shares; 2024Q4: not reported; 2025Q1: 29,005 shares; 2025Q2: 29,108 shares 29,108 $2.73M 0.11% +103 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,800 shares; 2024Q4: not reported; 2025Q1: 13,525 shares; 2025Q2: 12,620 shares 12,620 $2.59M 0.1% -905 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: not reported; 2025Q1: 23,936 shares; 2025Q2: 10,360 shares 10,360 $2.51M 0.1% -13,576 Timeline REZ 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: 57,980 shares; 2024Q4: 28,990 shares; 2025Q1: 57,980 shares; 2025Q2: 28,990 shares 28,990 $2.39M 0.1% -28,990 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: 72,400 shares; 2024Q4: 41,894 shares; 2025Q1: 83,788 shares; 2025Q2: 41,894 shares 41,894 $2.33M 0.09% -41,894 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,797 shares; 2024Q4: 88,808 shares; 2025Q1: 105,813 shares; 2025Q2: 13,367 shares 13,367 $2.32M 0.09% -92,446 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,927 shares; 2025Q1: 40,717 shares; 2025Q2: 17,252 shares 17,252 $2.07M 0.08% -23,465 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,632 shares; 2024Q4: not reported; 2025Q1: 32,216 shares; 2025Q2: 29,579 shares 29,579 $2.01M 0.08% -2,637 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: 9,298 shares; 2024Q4: 4,309 shares; 2025Q1: 8,124 shares; 2025Q2: 3,504 shares 3,504 $1.93M 0.08% -4,620 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,552 shares; 2024Q4: 34,096 shares; 2025Q1: 64,901 shares; 2025Q2: 28,283 shares 28,283 $1.7M 0.07% -36,618 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,937 shares; 2024Q4: not reported; 2025Q1: 6,359 shares; 2025Q2: 5,839 shares 5,839 $1.68M 0.07% -520 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,682 shares; 2025Q2: 17,823 shares 17,823 $1.64M 0.07% -13,859 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,780 shares; 2024Q4: 46,890 shares; 2025Q1: 93,780 shares; 2025Q2: 46,890 shares 46,890 $1.61M 0.06% -46,890 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,447 shares; 2024Q4: 12,358 shares; 2025Q1: 24,850 shares; 2025Q2: 12,534 shares 12,534 $1.49M 0.06% -12,316 Timeline SLQD 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: 234,224 shares; 2024Q4: 197,135 shares; 2025Q1: 224,837 shares; 2025Q2: 27,805 shares 27,805 $1.41M 0.06% -197,032 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 7,200 shares; 2025Q1: 14,400 shares; 2025Q2: 7,200 shares 7,200 $1.34M 0.05% -7,200 Timeline IGM 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: 11,626 shares 11,626 $1.31M 0.05% new Timeline IGIFF IGM FINANCIAL INC More: the full row for IGM FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,626 shares 11,626 $1.31M 0.05% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,441 shares; 2024Q4: not reported; 2025Q1: 142,441 shares; 2025Q2: 142,441 shares 142,441 $1.24M 0.05% 0 Timeline EWU 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: 115,669 shares; 2024Q4: 96,583 shares; 2025Q1: 140,611 shares; 2025Q2: 29,769 shares 29,769 $1.18M 0.05% -110,842 Timeline Apollo Global Management Inc Apollo Global Management Inc More: the full row for Apollo Global Management Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: not reported; 2025Q1: 7,391 shares; 2025Q2: 7,391 shares 7,391 $1.05M 0.04% 0 VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: not reported; 2025Q1: 5,052 shares; 2025Q2: 5,052 shares 5,052 $1.03M 0.04% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,411 shares; 2024Q4: 9,213 shares; 2025Q1: 39,710 shares; 2025Q2: 21,861 shares 21,861 $1.01M 0.04% -17,849 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: not reported; 2025Q1: 751 shares; 2025Q2: 726 shares 726 $972K 0.04% -25 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: 67,788 shares; 2024Q4: not reported; 2025Q1: 67,788 shares; 2025Q2: 67,788 shares 67,788 $930K 0.04% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,546 shares; 2024Q4: 40,282 shares; 2025Q1: 82,637 shares; 2025Q2: 42,373 shares 42,373 $816K 0.03% -40,264 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 1,008 shares; 2025Q1: 2,020 shares; 2025Q2: 1,012 shares 1,012 $789K 0.03% -1,008 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,183 shares 3,183 $760K 0.03% new 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: 58,180 shares; 2024Q4: 42,607 shares; 2025Q1: 54,830 shares; 2025Q2: 12,398 shares 12,398 $756K 0.03% -42,432 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,429 shares; 2024Q4: 22,714 shares; 2025Q1: 45,429 shares; 2025Q2: 22,714 shares 22,714 $734K 0.03% -22,715 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,125 shares 6,125 $671K 0.03% new 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: 1,608 shares; 2024Q4: not reported; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares 1,858 $651K 0.03% 0 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,274 shares; 2024Q4: 17,137 shares; 2025Q1: 34,274 shares; 2025Q2: 17,137 shares 17,137 $634K 0.03% -17,137 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: not reported; 2025Q1: 4,051 shares; 2025Q2: 4,176 shares 4,176 $625K 0.03% +125 Timeline DIDIY DIDI GLOBAL INC More: the full row for DIDI GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,566 shares; 2024Q4: not reported; 2025Q1: 119,566 shares; 2025Q2: 119,566 shares 119,566 $586K 0.02% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,868 shares; 2024Q4: 6,934 shares; 2025Q1: 13,868 shares; 2025Q2: 6,934 shares 6,934 $575K 0.02% -6,934 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,546 shares; 2025Q2: 12,479 shares 12,479 $552K 0.02% -1,067 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,059 shares; 2025Q2: 1,212 shares 1,212 $530K 0.02% +153 Timeline TEAD TEADS HLDG CO More: the full row for TEADS HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,407 shares; 2024Q4: not reported; 2025Q1: 209,407 shares; 2025Q2: 209,407 shares 209,407 $519K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,838 shares 3,838 $493K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,208 shares; 2025Q2: 3,581 shares 3,581 $477K 0.02% +373 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: not reported; 2024Q4: not reported; 2025Q1: 2,998 shares; 2025Q2: 2,450 shares 2,450 $475K 0.02% -548 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: 9,086 shares; 2024Q4: 4,543 shares; 2025Q1: 9,086 shares; 2025Q2: 4,543 shares 4,543 $457K 0.02% -4,543 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,105 shares; 2025Q2: 8,733 shares 8,733 $441K 0.02% +628 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: not reported; 2024Q4: not reported; 2025Q1: 1,209 shares; 2025Q2: 1,329 shares 1,329 $435K 0.02% +120 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: not reported; 2024Q4: not reported; 2025Q1: 7,813 shares; 2025Q2: 8,788 shares 8,788 $432K 0.02% +975 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: not reported; 2024Q4: not reported; 2025Q1: 1,609 shares; 2025Q2: 1,681 shares 1,681 $415K 0.02% +72 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,795 shares 1,795 $411K 0.02% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,647 shares; 2024Q4: 6,324 shares; 2025Q1: 12,647 shares; 2025Q2: 6,324 shares 6,324 $401K 0.02% -6,323 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,489 shares; 2024Q4: 95,221 shares; 2025Q1: 122,847 shares; 2025Q2: 7,825 shares 7,825 $387K 0.02% -115,022 Timeline SAFRF SAFRAN SA More: the full row for SAFRAN SA Quarterly 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: 1,175 shares; 2025Q2: 1,158 shares 1,158 $377K 0.02% -17 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,801 shares; 2025Q2: 26,066 shares 26,066 $363K 0.01% +7,265 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: not reported; 2025Q1: 1,529 shares; 2025Q2: 1,529 shares 1,529 $360K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,817 shares; 2025Q2: 4,215 shares 4,215 $350K 0.01% +398 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,451 shares; 2024Q4: not reported; 2025Q1: 2,529 shares; 2025Q2: 2,529 shares 2,529 $336K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares 1,042 $331K 0.01% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,950 shares; 2024Q4: not reported; 2025Q1: 29,950 shares; 2025Q2: 29,950 shares 29,950 $330K 0.01% 0 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: 2,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares 2,254 $325K 0.01% new Timeline SEAGATE TECHNOLOGY HOLDINGS SEAGATE TECHNOLOGY HOLDINGS More: the full row for SEAGATE TECHNOLOGY HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares 2,254 $325K 0.01% new GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 1,727 shares 1,727 $306K 0.01% +1 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: not reported; 2025Q1: 3,063 shares; 2025Q2: 3,063 shares 3,063 $286K 0.01% 0 Timeline IBBQ 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: 25,833 shares; 2024Q4: 12,917 shares; 2025Q1: 25,833 shares; 2025Q2: 12,917 shares 12,917 $273K 0.01% -12,916 Timeline FC FRANKLIN COVEY CO More: the full row for FRANKLIN COVEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,924 shares; 2024Q4: not reported; 2025Q1: 11,924 shares; 2025Q2: 11,924 shares 11,924 $272K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: not reported; 2025Q1: 2,424 shares; 2025Q2: 2,435 shares 2,435 $269K 0.01% +11 Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,147 shares; 2024Q4: not reported; 2025Q1: 13,147 shares; 2025Q2: 13,147 shares 13,147 $245K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,283 shares; 2024Q4: 24,088 shares; 2025Q1: 27,250 shares; 2025Q2: 3,041 shares 3,041 $245K 0.01% -24,209 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: 1,877 shares; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares 1,877 $239K 0.01% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 490 shares 490 $238K 0.01% +31 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: not reported; 2025Q1: 15,384 shares; 2025Q2: 15,384 shares 15,384 $211K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,484 shares 1,484 $208K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,432 shares 2,432 $207K 0.01% new Timeline EXPRO GROUP HOLDINGS NV COM EXPRO GROUP HOLDINGS NV COM More: the full row for EXPRO GROUP HOLDINGS NV COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,735 shares; 2024Q4: not reported; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares 1,174 $202K 0.01% 0 ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,845 shares; 2024Q4: 93,248 shares; 2025Q1: 254,845 shares; 2025Q2: 161,597 shares 161,597 $183K 0.01% -93,248 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL 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: 30,000 shares 30,000 $65.7K <0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,322 shares; 2024Q4: 37,998 shares; 2025Q1: 92,322 shares; 2025Q2: 54,324 shares 54,324 $29K <0.01% -37,998 Timeline