XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,277 shares; 2024Q4: 118,373 shares; 2025Q1: 121,199 shares; 2025Q2: 117,859 shares 117,859 $29.8M 4.15% -3,340 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: 139,901 shares; 2024Q4: 141,272 shares; 2025Q1: 141,089 shares; 2025Q2: 140,274 shares 140,274 $28.8M 4.01% -815 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: 52,381 shares; 2024Q4: 52,390 shares; 2025Q1: 51,511 shares; 2025Q2: 53,025 shares 53,025 $26.4M 3.67% +1,514 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,649 shares; 2024Q4: 139,334 shares; 2025Q1: 138,002 shares; 2025Q2: 141,422 shares 141,422 $22.3M 3.11% +3,420 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,514 shares; 2024Q4: 66,126 shares; 2025Q1: 59,855 shares; 2025Q2: 60,104 shares 60,104 $13.2M 1.84% +249 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,704 shares; 2024Q4: 237,369 shares; 2025Q1: 220,711 shares; 2025Q2: 246,333 shares 246,333 $12.9M 1.8% +25,622 Timeline USIG 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: 208,184 shares; 2024Q4: 215,620 shares; 2025Q1: 212,570 shares; 2025Q2: 221,033 shares 221,033 $11.4M 1.58% +8,463 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: 14,351 shares; 2024Q4: 14,337 shares; 2025Q1: 14,663 shares; 2025Q2: 15,256 shares 15,256 $11.3M 1.57% +593 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,749 shares; 2024Q4: 164,508 shares; 2025Q1: 167,836 shares; 2025Q2: 173,364 shares 173,364 $11.1M 1.54% +5,528 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: 108,132 shares; 2024Q4: 136,989 shares; 2025Q1: 152,929 shares; 2025Q2: 180,568 shares 180,568 $11M 1.53% +27,639 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: 48,041 shares; 2024Q4: 45,551 shares; 2025Q1: 49,801 shares; 2025Q2: 48,500 shares 48,500 $10.5M 1.47% -1,301 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: 52,313 shares; 2024Q4: 53,621 shares; 2025Q1: 54,885 shares; 2025Q2: 57,598 shares 57,598 $10.5M 1.47% +2,713 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,371 shares; 2024Q4: 90,133 shares; 2025Q1: 89,628 shares; 2025Q2: 89,809 shares 89,809 $9.75M 1.36% +181 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: 68,006 shares; 2024Q4: 71,121 shares; 2025Q1: 66,099 shares; 2025Q2: 72,170 shares 72,170 $9.73M 1.35% +6,071 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: 96,610 shares; 2024Q4: 102,587 shares; 2025Q1: 110,532 shares; 2025Q2: 113,984 shares 113,984 $9.44M 1.31% +3,452 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: 33,103 shares; 2024Q4: 32,708 shares; 2025Q1: 32,763 shares; 2025Q2: 32,983 shares 32,983 $9.09M 1.27% +220 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,848 shares; 2024Q4: 115,665 shares; 2025Q1: 118,970 shares; 2025Q2: 117,174 shares 117,174 $8.91M 1.24% -1,796 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,269 shares; 2024Q4: 57,937 shares; 2025Q1: 57,890 shares; 2025Q2: 58,630 shares 58,630 $8.65M 1.2% +740 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: 77,569 shares; 2024Q4: 81,083 shares; 2025Q1: 88,790 shares; 2025Q2: 88,529 shares 88,529 $8.48M 1.18% -261 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: 58,778 shares; 2024Q4: 61,395 shares; 2025Q1: 66,434 shares; 2025Q2: 68,475 shares 68,475 $8.15M 1.14% +2,041 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,889 shares; 2024Q4: 63,055 shares; 2025Q1: 67,329 shares; 2025Q2: 70,931 shares 70,931 $7.75M 1.08% +3,602 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: 42,763 shares; 2024Q4: 46,084 shares; 2025Q1: 44,733 shares; 2025Q2: 43,633 shares 43,633 $7.69M 1.07% -1,100 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,383 shares; 2024Q4: 24,569 shares; 2025Q1: 24,448 shares; 2025Q2: 25,508 shares 25,508 $7.4M 1.03% +1,060 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: 114,935 shares; 2024Q4: 120,253 shares; 2025Q1: 131,892 shares; 2025Q2: 135,955 shares 135,955 $6.3M 0.88% +4,063 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,739 shares; 2024Q4: 119,575 shares; 2025Q1: 130,313 shares; 2025Q2: 135,838 shares 135,838 $6.28M 0.87% +5,525 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,140 shares; 2024Q4: 52,303 shares; 2025Q1: 58,562 shares; 2025Q2: 61,743 shares 61,743 $6.27M 0.87% +3,181 Timeline DFAI 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: 166,394 shares; 2024Q4: 173,457 shares; 2025Q1: 178,685 shares; 2025Q2: 176,637 shares 176,637 $6.11M 0.85% -2,048 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,969 shares; 2024Q4: 36,700 shares; 2025Q1: 35,519 shares; 2025Q2: 34,354 shares 34,354 $6.09M 0.85% -1,165 Timeline AVLV 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: 81,163 shares; 2024Q4: 84,542 shares; 2025Q1: 86,804 shares; 2025Q2: 89,293 shares 89,293 $6.09M 0.85% +2,489 Timeline IQDG 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: 135,517 shares; 2024Q4: 138,632 shares; 2025Q1: 148,538 shares; 2025Q2: 149,617 shares 149,617 $5.93M 0.83% +1,079 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: 16,297 shares; 2024Q4: 17,576 shares; 2025Q1: 15,521 shares; 2025Q2: 16,840 shares 16,840 $5.35M 0.74% +1,319 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,056 shares; 2024Q4: 65,392 shares; 2025Q1: 63,825 shares; 2025Q2: 65,988 shares 65,988 $5.34M 0.74% +2,163 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 6,889 shares; 2025Q1: 6,756 shares; 2025Q2: 7,924 shares 7,924 $4.92M 0.68% +1,168 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 3,427 shares; 2025Q1: 3,493 shares; 2025Q2: 3,583 shares 3,583 $4.8M 0.67% +90 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: 6,121 shares; 2024Q4: 6,065 shares; 2025Q1: 6,146 shares; 2025Q2: 6,067 shares 6,067 $4.73M 0.66% -79 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: 8,489 shares; 2024Q4: 8,608 shares; 2025Q1: 8,948 shares; 2025Q2: 9,528 shares 9,528 $4.63M 0.64% +580 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: 41,049 shares; 2024Q4: 42,248 shares; 2025Q1: 47,502 shares; 2025Q2: 38,183 shares 38,183 $3.99M 0.56% -9,319 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: 10,577 shares; 2024Q4: 10,688 shares; 2025Q1: 10,766 shares; 2025Q2: 11,196 shares 11,196 $3.98M 0.55% +430 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,118 shares; 2024Q4: 36,822 shares; 2025Q1: 34,951 shares; 2025Q2: 35,906 shares 35,906 $3.87M 0.54% +955 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,374 shares; 2025Q1: 3,478 shares; 2025Q2: 3,582 shares 3,582 $3.76M 0.52% +104 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,935 shares; 2024Q4: 9,695 shares; 2025Q1: 9,138 shares; 2025Q2: 8,472 shares 8,472 $3.6M 0.5% -666 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,271 shares; 2024Q4: 34,171 shares; 2025Q1: 20,249 shares; 2025Q2: 17,884 shares 17,884 $3.47M 0.48% -2,365 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,436 shares; 2025Q1: 3,355 shares; 2025Q2: 3,490 shares 3,490 $3.46M 0.48% +135 Timeline OUSM 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: 75,540 shares; 2024Q4: 77,432 shares; 2025Q1: 78,292 shares; 2025Q2: 79,551 shares 79,551 $3.44M 0.48% +1,259 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: 37,937 shares; 2024Q4: 35,688 shares; 2025Q1: 35,689 shares; 2025Q2: 39,556 shares 39,556 $3.35M 0.47% +3,867 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,318 shares; 2024Q4: 5,204 shares; 2025Q1: 5,160 shares; 2025Q2: 5,023 shares 5,023 $3.33M 0.46% -137 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: 25,947 shares; 2024Q4: 27,317 shares; 2025Q1: 29,311 shares; 2025Q2: 29,595 shares 29,595 $3.27M 0.45% +284 Timeline AVUV 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: 33,840 shares; 2024Q4: 34,645 shares; 2025Q1: 34,759 shares; 2025Q2: 35,611 shares 35,611 $3.24M 0.45% +852 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,542 shares; 2024Q4: 14,153 shares; 2025Q1: 13,128 shares; 2025Q2: 12,553 shares 12,553 $3.23M 0.45% -575 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,262 shares; 2024Q4: 21,984 shares; 2025Q1: 21,423 shares; 2025Q2: 21,078 shares 21,078 $3.08M 0.43% -345 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 6,683 shares; 2025Q1: 6,524 shares; 2025Q2: 8,231 shares 8,231 $3.02M 0.42% +1,707 Timeline XSOE 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: 81,856 shares; 2024Q4: 82,143 shares; 2025Q1: 87,111 shares; 2025Q2: 86,827 shares 86,827 $2.99M 0.42% -284 Timeline QEMM 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: 39,922 shares; 2024Q4: 42,260 shares; 2025Q1: 46,193 shares; 2025Q2: 46,286 shares 46,286 $2.92M 0.41% +93 Timeline EDIV 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: 70,963 shares; 2024Q4: 72,806 shares; 2025Q1: 76,486 shares; 2025Q2: 76,512 shares 76,512 $2.92M 0.41% +26 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,586 shares; 2025Q1: 4,708 shares; 2025Q2: 5,076 shares 5,076 $2.85M 0.4% +368 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,525 shares; 2024Q4: 111,961 shares; 2025Q1: 100,845 shares; 2025Q2: 97,459 shares 97,459 $2.82M 0.39% -3,386 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: 9,639 shares; 2024Q4: 8,856 shares; 2025Q1: 9,416 shares; 2025Q2: 10,045 shares 10,045 $2.74M 0.38% +629 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,962 shares; 2024Q4: 43,243 shares; 2025Q1: 44,404 shares; 2025Q2: 44,155 shares 44,155 $2.74M 0.38% -249 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,092 shares; 2024Q4: 27,346 shares; 2025Q1: 26,899 shares; 2025Q2: 27,818 shares 27,818 $2.72M 0.38% +919 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,397 shares; 2025Q1: 5,729 shares; 2025Q2: 53,806 shares 53,806 $2.64M 0.37% +48,077 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,677 shares; 2024Q4: 19,687 shares; 2025Q1: 19,581 shares; 2025Q2: 21,228 shares 21,228 $2.63M 0.37% +1,647 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: 35,108 shares; 2024Q4: 35,663 shares; 2025Q1: 36,424 shares; 2025Q2: 37,134 shares 37,134 $2.52M 0.35% +710 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,530 shares; 2024Q4: 17,068 shares; 2025Q1: 17,803 shares; 2025Q2: 18,428 shares 18,428 $2.51M 0.35% +625 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 5,551 shares; 2025Q1: 5,360 shares; 2025Q2: 5,394 shares 5,394 $2.5M 0.35% +34 Timeline REGL 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: 28,202 shares; 2024Q4: 28,905 shares; 2025Q1: 30,167 shares; 2025Q2: 30,585 shares 30,585 $2.49M 0.35% +418 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 6,936 shares; 2025Q1: 6,910 shares; 2025Q2: 6,837 shares 6,837 $2.44M 0.34% -73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,027 shares 24,027 $2.42M 0.34% new Timeline XSVM 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: 39,740 shares; 2024Q4: 41,043 shares; 2025Q1: 44,679 shares; 2025Q2: 46,084 shares 46,084 $2.4M 0.33% +1,405 Timeline AVMV 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: 32,788 shares; 2024Q4: 34,211 shares; 2025Q1: 35,516 shares; 2025Q2: 36,235 shares 36,235 $2.37M 0.33% +719 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,963 shares; 2024Q4: 16,074 shares; 2025Q1: 18,216 shares; 2025Q2: 15,475 shares 15,475 $2.36M 0.33% -2,741 Timeline CALF 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: 46,647 shares; 2024Q4: 45,746 shares; 2025Q1: 56,920 shares; 2025Q2: 58,332 shares 58,332 $2.32M 0.32% +1,412 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: 44,509 shares; 2024Q4: 44,544 shares; 2025Q1: 47,395 shares; 2025Q2: 45,712 shares 45,712 $2.3M 0.32% -1,683 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: 24,576 shares; 2024Q4: 26,968 shares; 2025Q1: 26,450 shares; 2025Q2: 27,182 shares 27,182 $2.22M 0.31% +732 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 3,905 shares; 2025Q1: 6,008 shares; 2025Q2: 6,008 shares 6,008 $2.2M 0.31% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,180 shares; 2024Q4: 44,631 shares; 2025Q1: 43,131 shares; 2025Q2: 46,313 shares 46,313 $2.19M 0.31% +3,182 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,725 shares; 2024Q4: 23,044 shares; 2025Q1: 23,214 shares; 2025Q2: 23,935 shares 23,935 $2.18M 0.3% +721 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,993 shares; 2025Q1: 3,930 shares; 2025Q2: 3,944 shares 3,944 $2.18M 0.3% +14 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,165 shares; 2024Q4: 6,912 shares; 2025Q1: 17,195 shares; 2025Q2: 14,977 shares 14,977 $2.13M 0.3% -2,218 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,073 shares; 2024Q4: 10,426 shares; 2025Q1: 11,195 shares; 2025Q2: 11,233 shares 11,233 $2.08M 0.29% +38 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,131 shares; 2024Q4: 25,162 shares; 2025Q1: 29,187 shares; 2025Q2: 29,842 shares 29,842 $2.06M 0.29% +655 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,966 shares; 2024Q4: 23,131 shares; 2025Q1: 23,366 shares; 2025Q2: 24,959 shares 24,959 $2M 0.28% +1,593 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,757 shares; 2024Q4: 46,410 shares; 2025Q1: 45,225 shares; 2025Q2: 48,155 shares 48,155 $1.99M 0.28% +2,930 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,993 shares; 2024Q4: 45,299 shares; 2025Q1: 46,270 shares; 2025Q2: 45,869 shares 45,869 $1.98M 0.28% -401 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: 3,114 shares; 2024Q4: 1,671 shares; 2025Q1: 1,667 shares; 2025Q2: 1,921 shares 1,921 $1.97M 0.27% +254 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,151 shares; 2024Q4: 54,776 shares; 2025Q1: 53,647 shares; 2025Q2: 55,260 shares 55,260 $1.97M 0.27% +1,613 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: 20,305 shares; 2024Q4: 20,114 shares; 2025Q1: 20,135 shares; 2025Q2: 18,457 shares 18,457 $1.96M 0.27% -1,678 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: 46,357 shares; 2024Q4: 44,969 shares; 2025Q1: 43,320 shares; 2025Q2: 40,080 shares 40,080 $1.92M 0.27% -3,240 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: 42,102 shares; 2024Q4: 41,280 shares; 2025Q1: 40,628 shares; 2025Q2: 42,080 shares 42,080 $1.9M 0.27% +1,452 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,537 shares; 2024Q4: 21,738 shares; 2025Q1: 23,863 shares; 2025Q2: 26,276 shares 26,276 $1.87M 0.26% +2,413 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,504 shares; 2024Q4: 5,555 shares; 2025Q1: 5,673 shares; 2025Q2: 6,196 shares 6,196 $1.83M 0.25% +523 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 10,501 shares; 2025Q1: 9,830 shares; 2025Q2: 8,667 shares 8,667 $1.82M 0.25% -1,163 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,117 shares; 2024Q4: 12,536 shares; 2025Q1: 12,744 shares; 2025Q2: 12,560 shares 12,560 $1.8M 0.25% -184 Timeline SMMU 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: 42,381 shares; 2024Q4: 40,351 shares; 2025Q1: 39,717 shares; 2025Q2: 35,813 shares 35,813 $1.8M 0.25% -3,904 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: 5,202 shares; 2024Q4: 5,212 shares; 2025Q1: 5,505 shares; 2025Q2: 5,902 shares 5,902 $1.79M 0.25% +397 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,272 shares; 2024Q4: 13,431 shares; 2025Q1: 13,653 shares; 2025Q2: 14,349 shares 14,349 $1.77M 0.25% +696 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,670 shares; 2024Q4: 21,536 shares; 2025Q1: 19,511 shares; 2025Q2: 20,111 shares 20,111 $1.77M 0.25% +600 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,922 shares; 2025Q1: 2,034 shares; 2025Q2: 2,236 shares 2,236 $1.76M 0.25% +202 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 4,538 shares; 2025Q1: 4,666 shares; 2025Q2: 5,490 shares 5,490 $1.75M 0.24% +824 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: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 3,009 shares; 2025Q2: 2,990 shares 2,990 $1.7M 0.24% -19 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 3,820 shares; 2025Q1: 4,582 shares; 2025Q2: 4,334 shares 4,334 $1.68M 0.23% -248 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: 2,665 shares; 2024Q4: 3,121 shares; 2025Q1: 3,061 shares; 2025Q2: 3,212 shares 3,212 $1.63M 0.23% +151 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,070 shares; 2024Q4: 60,126 shares; 2025Q1: 63,599 shares; 2025Q2: 67,160 shares 67,160 $1.63M 0.23% +3,561 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,935 shares; 2024Q4: 7,017 shares; 2025Q1: 6,847 shares; 2025Q2: 7,390 shares 7,390 $1.62M 0.22% +543 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,785 shares; 2025Q1: 2,824 shares; 2025Q2: 2,944 shares 2,944 $1.6M 0.22% +120 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: 8,526 shares; 2024Q4: 7,737 shares; 2025Q1: 7,354 shares; 2025Q2: 7,032 shares 7,032 $1.59M 0.22% -322 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,119 shares; 2024Q4: 22,279 shares; 2025Q1: 22,445 shares; 2025Q2: 22,776 shares 22,776 $1.58M 0.22% +331 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,767 shares; 2024Q4: 18,058 shares; 2025Q1: 20,811 shares; 2025Q2: 22,419 shares 22,419 $1.56M 0.22% +1,608 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: 31,520 shares; 2024Q4: 33,388 shares; 2025Q1: 33,476 shares; 2025Q2: 33,589 shares 33,589 $1.55M 0.22% +113 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,524 shares; 2024Q4: 17,512 shares; 2025Q1: 17,559 shares; 2025Q2: 17,751 shares 17,751 $1.55M 0.22% +192 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: 158,087 shares; 2024Q4: 135,815 shares; 2025Q1: 134,086 shares; 2025Q2: 134,943 shares 134,943 $1.55M 0.22% +857 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 2,016 shares; 2025Q1: 2,029 shares; 2025Q2: 2,172 shares 2,172 $1.54M 0.21% +143 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,767 shares; 2024Q4: 10,065 shares; 2025Q1: 9,684 shares; 2025Q2: 9,402 shares 9,402 $1.5M 0.21% -282 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,097 shares; 2024Q4: 39,104 shares; 2025Q1: 37,352 shares; 2025Q2: 37,354 shares 37,354 $1.48M 0.21% +2 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 5,142 shares; 2025Q1: 5,006 shares; 2025Q2: 5,029 shares 5,029 $1.47M 0.2% +23 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: 3,008 shares; 2024Q4: 23,554 shares; 2025Q1: 23,915 shares; 2025Q2: 20,870 shares 20,870 $1.47M 0.2% -3,045 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $1.46M 0.2% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 9,015 shares; 2025Q1: 11,031 shares; 2025Q2: 11,213 shares 11,213 $1.45M 0.2% +182 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 15,923 shares; 2025Q1: 18,418 shares; 2025Q2: 17,947 shares 17,947 $1.45M 0.2% -471 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: 3,938 shares; 2024Q4: 3,988 shares; 2025Q1: 4,288 shares; 2025Q2: 6,703 shares 6,703 $1.43M 0.2% +2,415 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 10,072 shares; 2025Q1: 9,527 shares; 2025Q2: 10,081 shares 10,081 $1.42M 0.2% +554 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,761 shares; 2024Q4: 2,813 shares; 2025Q1: 2,816 shares; 2025Q2: 3,015 shares 3,015 $1.41M 0.2% +199 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 6,122 shares; 2025Q1: 6,423 shares; 2025Q2: 6,343 shares 6,343 $1.41M 0.2% -80 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,064 shares; 2024Q4: 5,716 shares; 2025Q1: 5,994 shares; 2025Q2: 5,404 shares 5,404 $1.4M 0.2% -590 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: 4,787 shares; 2024Q4: 4,770 shares; 2025Q1: 4,643 shares; 2025Q2: 4,933 shares 4,933 $1.39M 0.19% +290 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,860 shares; 2025Q1: 1,894 shares; 2025Q2: 1,968 shares 1,968 $1.37M 0.19% +74 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,969 shares; 2025Q1: 1,815 shares; 2025Q2: 1,691 shares 1,691 $1.36M 0.19% -124 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: 14,040 shares; 2024Q4: 14,242 shares; 2025Q1: 14,485 shares; 2025Q2: 15,866 shares 15,866 $1.35M 0.19% +1,381 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 4,633 shares; 2025Q1: 4,527 shares; 2025Q2: 4,622 shares 4,622 $1.35M 0.19% +95 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,433 shares; 2025Q1: 4,638 shares; 2025Q2: 4,718 shares 4,718 $1.32M 0.18% +80 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: 16,554 shares; 2024Q4: 17,276 shares; 2025Q1: 18,052 shares; 2025Q2: 19,175 shares 19,175 $1.32M 0.18% +1,123 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,473 shares; 2025Q1: 5,831 shares; 2025Q2: 7,594 shares 7,594 $1.31M 0.18% +1,763 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,063 shares; 2024Q4: 6,097 shares; 2025Q1: 6,425 shares; 2025Q2: 6,954 shares 6,954 $1.27M 0.18% +529 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: 16,384 shares; 2024Q4: 16,178 shares; 2025Q1: 15,363 shares; 2025Q2: 18,489 shares 18,489 $1.24M 0.17% +3,126 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,901 shares; 2024Q4: 15,759 shares; 2025Q1: 16,078 shares; 2025Q2: 16,886 shares 16,886 $1.24M 0.17% +808 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: 15,518 shares 15,518 $1.24M 0.17% new 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: 12,289 shares; 2024Q4: 12,346 shares; 2025Q1: 12,182 shares; 2025Q2: 12,811 shares 12,811 $1.24M 0.17% +629 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 5,475 shares; 2025Q1: 5,335 shares; 2025Q2: 5,308 shares 5,308 $1.24M 0.17% -27 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: 39,338 shares; 2024Q4: 39,641 shares; 2025Q1: 39,786 shares; 2025Q2: 41,943 shares 41,943 $1.23M 0.17% +2,157 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 5,545 shares; 2025Q1: 5,219 shares; 2025Q2: 3,924 shares 3,924 $1.22M 0.17% -1,295 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: 13,409 shares; 2024Q4: 11,076 shares; 2025Q1: 12,318 shares; 2025Q2: 13,113 shares 13,113 $1.22M 0.17% +795 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,961 shares; 2024Q4: 21,488 shares; 2025Q1: 23,602 shares; 2025Q2: 17,746 shares 17,746 $1.22M 0.17% -5,856 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: 5,884 shares; 2025Q1: 6,144 shares; 2025Q2: 5,950 shares 5,950 $1.22M 0.17% -194 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,307 shares; 2024Q4: 34,274 shares; 2025Q1: 33,711 shares; 2025Q2: 31,538 shares 31,538 $1.21M 0.17% -2,173 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: 35,627 shares; 2024Q4: 40,141 shares; 2025Q1: 42,990 shares; 2025Q2: 46,883 shares 46,883 $1.21M 0.17% +3,893 Timeline 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: 34,479 shares; 2024Q4: 34,479 shares; 2025Q1: 32,713 shares; 2025Q2: 32,713 shares 32,713 $1.21M 0.17% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 31,428 shares; 2025Q1: 38,848 shares; 2025Q2: 44,845 shares 44,845 $1.21M 0.17% +5,997 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,251 shares; 2024Q4: 10,304 shares; 2025Q1: 12,472 shares; 2025Q2: 13,166 shares 13,166 $1.2M 0.17% +694 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 210 shares; 2025Q1: 205 shares; 2025Q2: 207 shares 207 $1.2M 0.17% +2 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,008 shares; 2024Q4: 7,556 shares; 2025Q1: 8,712 shares; 2025Q2: 9,551 shares 9,551 $1.2M 0.17% +839 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,787 shares; 2024Q4: 35,629 shares; 2025Q1: 39,367 shares; 2025Q2: 39,513 shares 39,513 $1.2M 0.17% +146 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,723 shares; 2024Q4: 49,564 shares; 2025Q1: 53,040 shares; 2025Q2: 53,060 shares 53,060 $1.19M 0.17% +20 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: 17,349 shares; 2024Q4: 17,508 shares; 2025Q1: 17,611 shares; 2025Q2: 18,735 shares 18,735 $1.18M 0.16% +1,124 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,850 shares; 2025Q1: 1,949 shares; 2025Q2: 2,217 shares 2,217 $1.17M 0.16% +268 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 7,204 shares; 2025Q1: 7,684 shares; 2025Q2: 8,576 shares 8,576 $1.17M 0.16% +892 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,207 shares; 2025Q1: 3,407 shares; 2025Q2: 3,771 shares 3,771 $1.16M 0.16% +364 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: 14,169 shares; 2024Q4: 14,884 shares; 2025Q1: 14,527 shares; 2025Q2: 13,666 shares 13,666 $1.15M 0.16% -861 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 3,252 shares; 2025Q1: 2,899 shares; 2025Q2: 2,915 shares 2,915 $1.13M 0.16% +16 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 13,300 shares; 2025Q1: 13,658 shares; 2025Q2: 15,797 shares 15,797 $1.12M 0.16% +2,139 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 5,642 shares; 2025Q1: 7,390 shares; 2025Q2: 6,831 shares 6,831 $1.11M 0.15% -559 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,711 shares; 2024Q4: 45,388 shares; 2025Q1: 49,081 shares; 2025Q2: 54,231 shares 54,231 $1.11M 0.15% +5,150 Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 10,287 shares; 2025Q1: 11,047 shares; 2025Q2: 10,995 shares 10,995 $1.11M 0.15% -52 Timeline 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: 33,079 shares; 2024Q4: 33,014 shares; 2025Q1: 18,465 shares; 2025Q2: 18,477 shares 18,477 $1.11M 0.15% +12 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,096 shares; 2024Q4: 26,079 shares; 2025Q1: 32,283 shares; 2025Q2: 35,419 shares 35,419 $1.09M 0.15% +3,136 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,255 shares; 2024Q4: 8,052 shares; 2025Q1: 8,864 shares; 2025Q2: 9,769 shares 9,769 $1.08M 0.15% +905 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 3,905 shares; 2025Q1: 3,886 shares; 2025Q2: 3,989 shares 3,989 $1.06M 0.15% +103 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: 4,452 shares; 2024Q4: 4,558 shares; 2025Q1: 4,802 shares; 2025Q2: 5,694 shares 5,694 $1.04M 0.15% +892 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: 732 shares; 2024Q4: 755 shares; 2025Q1: 756 shares; 2025Q2: 11,527 shares 11,527 $1.04M 0.14% +10,771 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 5,792 shares; 2025Q1: 6,007 shares; 2025Q2: 10,319 shares 10,319 $1.02M 0.14% +4,312 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,198 shares; 2024Q4: 5,319 shares; 2025Q1: 5,136 shares; 2025Q2: 5,579 shares 5,579 $1.02M 0.14% +443 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: 2,231 shares; 2024Q4: 2,458 shares; 2025Q1: 2,343 shares; 2025Q2: 2,297 shares 2,297 $1M 0.14% -46 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: 6,115 shares; 2024Q4: 7,338 shares; 2025Q1: 7,402 shares; 2025Q2: 7,402 shares 7,402 $1000K 0.14% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 3,211 shares; 2025Q1: 3,188 shares; 2025Q2: 3,415 shares 3,415 $989K 0.14% +227 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: 5,897 shares; 2024Q4: 6,267 shares; 2025Q1: 6,525 shares; 2025Q2: 6,538 shares 6,538 $978K 0.14% +13 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,042 shares; 2024Q4: 8,613 shares; 2025Q1: 8,692 shares; 2025Q2: 7,310 shares 7,310 $965K 0.13% -1,382 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: 3,264 shares; 2024Q4: 3,160 shares; 2025Q1: 3,451 shares; 2025Q2: 3,406 shares 3,406 $950K 0.13% -45 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,823 shares; 2024Q4: 44,823 shares; 2025Q1: 43,910 shares; 2025Q2: 41,807 shares 41,807 $947K 0.13% -2,103 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: 8,685 shares; 2024Q4: 8,691 shares; 2025Q1: 8,700 shares; 2025Q2: 8,773 shares 8,773 $942K 0.13% +73 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,744 shares; 2024Q4: 4,532 shares; 2025Q1: 4,868 shares; 2025Q2: 4,530 shares 4,530 $941K 0.13% -338 Timeline SCHB 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: 13,215 shares; 2024Q4: 39,646 shares; 2025Q1: 38,421 shares; 2025Q2: 38,422 shares 38,422 $916K 0.13% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,496 shares; 2025Q1: 1,543 shares; 2025Q2: 1,724 shares 1,724 $913K 0.13% +181 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: 8,585 shares; 2025Q1: 8,613 shares; 2025Q2: 8,890 shares 8,890 $910K 0.13% +277 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,303 shares; 2025Q1: 3,538 shares; 2025Q2: 4,086 shares 4,086 $903K 0.13% +548 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: 6,048 shares; 2024Q4: 6,650 shares; 2025Q1: 7,231 shares; 2025Q2: 8,596 shares 8,596 $892K 0.12% +1,365 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: 16,457 shares; 2024Q4: 5,815 shares; 2025Q1: 5,709 shares; 2025Q2: 6,507 shares 6,507 $868K 0.12% +798 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,597 shares; 2025Q1: 3,971 shares; 2025Q2: 3,743 shares 3,743 $861K 0.12% -228 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 4,988 shares; 2025Q1: 5,048 shares; 2025Q2: 5,645 shares 5,645 $859K 0.12% +597 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: 5,478 shares; 2024Q4: 5,388 shares; 2025Q1: 5,549 shares; 2025Q2: 5,414 shares 5,414 $844K 0.12% -135 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,307 shares; 2024Q4: 3,456 shares; 2025Q1: 3,486 shares; 2025Q2: 3,454 shares 3,454 $823K 0.11% -32 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: 4,295 shares; 2024Q4: 4,345 shares; 2025Q1: 5,073 shares; 2025Q2: 6,186 shares 6,186 $823K 0.11% +1,113 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: 1,606 shares; 2024Q4: 1,686 shares; 2025Q1: 1,790 shares; 2025Q2: 1,835 shares 1,835 $817K 0.11% +45 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: 6,611 shares; 2024Q4: 6,606 shares; 2025Q1: 6,482 shares; 2025Q2: 6,391 shares 6,391 $814K 0.11% -91 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,908 shares; 2025Q1: 2,789 shares; 2025Q2: 2,679 shares 2,679 $801K 0.11% -110 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: 8,641 shares; 2024Q4: 7,677 shares; 2025Q1: 7,817 shares; 2025Q2: 8,739 shares 8,739 $797K 0.11% +922 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: 8,339 shares; 2024Q4: 9,031 shares; 2025Q1: 9,891 shares; 2025Q2: 10,491 shares 10,491 $782K 0.11% +600 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 239 shares; 2025Q1: 261 shares; 2025Q2: 297 shares 297 $775K 0.11% +36 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,718 shares; 2025Q1: 2,784 shares; 2025Q2: 2,862 shares 2,862 $771K 0.11% +78 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: 6,380 shares; 2024Q4: 6,197 shares; 2025Q1: 5,929 shares; 2025Q2: 5,967 shares 5,967 $769K 0.11% +38 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 4,702 shares; 2025Q1: 3,710 shares; 2025Q2: 4,116 shares 4,116 $767K 0.11% +406 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,270 shares; 2025Q1: 2,410 shares; 2025Q2: 2,448 shares 2,448 $767K 0.11% +38 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: 16,353 shares; 2024Q4: 16,391 shares; 2025Q1: 16,669 shares; 2025Q2: 15,488 shares 15,488 $760K 0.11% -1,181 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: 1,688 shares; 2024Q4: 1,707 shares; 2025Q1: 2,069 shares; 2025Q2: 2,332 shares 2,332 $753K 0.1% +263 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,395 shares; 2025Q1: 2,602 shares; 2025Q2: 3,150 shares 3,150 $750K 0.1% +548 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: 595 shares; 2024Q4: 638 shares; 2025Q1: 646 shares; 2025Q2: 715 shares 715 $744K 0.1% +69 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,016 shares; 2025Q1: 1,038 shares; 2025Q2: 1,454 shares 1,454 $740K 0.1% +416 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 4,574 shares; 2025Q1: 5,019 shares; 2025Q2: 4,638 shares 4,638 $739K 0.1% -381 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,852 shares 2,852 $738K 0.1% -94 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: 468 shares; 2024Q4: 478 shares; 2025Q1: 494 shares; 2025Q2: 482 shares 482 $733K 0.1% -12 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 12,724 shares; 2025Q1: 12,126 shares; 2025Q2: 9,164 shares 9,164 $725K 0.1% -2,962 Timeline EFAV 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: 8,849 shares; 2024Q4: 8,774 shares; 2025Q1: 8,627 shares; 2025Q2: 8,564 shares 8,564 $720K 0.1% -63 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: 1,281 shares; 2024Q4: 1,293 shares; 2025Q1: 1,305 shares; 2025Q2: 1,336 shares 1,336 $713K 0.1% +31 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: 5,438 shares; 2024Q4: 5,727 shares; 2025Q1: 5,970 shares; 2025Q2: 7,183 shares 7,183 $709K 0.1% +1,213 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 4,350 shares; 2025Q1: 4,427 shares; 2025Q2: 4,535 shares 4,535 $697K 0.1% +108 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,665 shares; 2025Q1: 1,673 shares; 2025Q2: 1,746 shares 1,746 $691K 0.1% +73 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: 1,387 shares; 2024Q4: 1,368 shares; 2025Q1: 1,442 shares; 2025Q2: 1,782 shares 1,782 $683K 0.1% +340 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: 1,637 shares; 2024Q4: 1,664 shares; 2025Q1: 1,638 shares; 2025Q2: 1,622 shares 1,622 $682K 0.09% -16 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: 2,744 shares; 2024Q4: 2,786 shares; 2025Q1: 2,825 shares; 2025Q2: 3,027 shares 3,027 $675K 0.09% +202 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: 2,503 shares; 2024Q4: 2,569 shares; 2025Q1: 2,504 shares; 2025Q2: 2,521 shares 2,521 $671K 0.09% +17 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: 1,873 shares; 2024Q4: 1,789 shares; 2025Q1: 1,893 shares; 2025Q2: 1,646 shares 1,646 $667K 0.09% -247 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,066 shares; 2024Q4: 28,919 shares; 2025Q1: 31,185 shares; 2025Q2: 29,095 shares 29,095 $649K 0.09% -2,090 Timeline MINO 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: 15,494 shares; 2024Q4: 15,388 shares; 2025Q1: 15,619 shares; 2025Q2: 14,667 shares 14,667 $649K 0.09% -952 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: 853 shares; 2024Q4: 873 shares; 2025Q1: 768 shares; 2025Q2: 859 shares 859 $647K 0.09% +91 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: 3,524 shares; 2024Q4: 3,625 shares; 2025Q1: 4,144 shares; 2025Q2: 4,383 shares 4,383 $637K 0.09% +239 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: 2,327 shares; 2024Q4: 2,326 shares; 2025Q1: 2,289 shares; 2025Q2: 2,228 shares 2,228 $637K 0.09% -61 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,659 shares; 2025Q1: 2,664 shares; 2025Q2: 2,792 shares 2,792 $611K 0.08% +128 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 4,774 shares; 2025Q1: 4,772 shares; 2025Q2: 6,773 shares 6,773 $608K 0.08% +2,001 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,657 shares; 2024Q4: 5,103 shares; 2025Q1: 5,214 shares; 2025Q2: 5,021 shares 5,021 $599K 0.08% -193 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: 2,026 shares; 2024Q4: 2,193 shares; 2025Q1: 2,490 shares; 2025Q2: 2,417 shares 2,417 $598K 0.08% -73 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,064 shares; 2025Q1: 2,260 shares; 2025Q2: 2,369 shares 2,369 $584K 0.08% +109 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: 2,687 shares; 2024Q4: 2,738 shares; 2025Q1: 2,801 shares; 2025Q2: 3,088 shares 3,088 $575K 0.08% +287 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 2,200 shares; 2025Q1: 1,961 shares; 2025Q2: 1,736 shares 1,736 $574K 0.08% -225 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,973 shares; 2025Q1: 3,981 shares; 2025Q2: 4,696 shares 4,696 $554K 0.08% +715 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: 793 shares; 2024Q4: 943 shares; 2025Q1: 887 shares; 2025Q2: 895 shares 895 $553K 0.08% +8 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,191 shares; 2025Q1: 2,010 shares; 2025Q2: 2,268 shares 2,268 $552K 0.08% +258 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,799 shares; 2025Q1: 3,123 shares; 2025Q2: 3,172 shares 3,172 $549K 0.08% +49 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: 1,444 shares; 2024Q4: 1,525 shares; 2025Q1: 1,702 shares; 2025Q2: 1,907 shares 1,907 $549K 0.08% +205 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,399 shares; 2024Q4: 7,643 shares; 2025Q1: 8,222 shares; 2025Q2: 9,353 shares 9,353 $548K 0.08% +1,131 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: 1,048 shares; 2024Q4: 1,115 shares; 2025Q1: 1,171 shares; 2025Q2: 1,749 shares 1,749 $541K 0.08% +578 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: 3,210 shares; 2025Q1: 3,166 shares; 2025Q2: 3,094 shares 3,094 $539K 0.08% -72 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,907 shares; 2024Q4: 14,033 shares; 2025Q1: 14,723 shares; 2025Q2: 12,477 shares 12,477 $536K 0.07% -2,246 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: 11,177 shares; 2024Q4: 3,539 shares; 2025Q1: 3,535 shares; 2025Q2: 3,232 shares 3,232 $520K 0.07% -303 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: 5,925 shares; 2024Q4: 6,081 shares; 2025Q1: 5,535 shares; 2025Q2: 6,306 shares 6,306 $515K 0.07% +771 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: 831 shares; 2024Q4: 936 shares; 2025Q1: 987 shares; 2025Q2: 1,029 shares 1,029 $515K 0.07% +42 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: 8,126 shares; 2024Q4: 6,066 shares; 2025Q1: 7,150 shares; 2025Q2: 8,636 shares 8,636 $503K 0.07% +1,486 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: 2,810 shares; 2024Q4: 5,844 shares; 2025Q1: 5,860 shares; 2025Q2: 6,047 shares 6,047 $503K 0.07% +187 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: 8,472 shares; 2024Q4: 8,432 shares; 2025Q1: 8,787 shares; 2025Q2: 8,782 shares 8,782 $496K 0.07% -5 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: 7,457 shares; 2024Q4: 7,648 shares; 2025Q1: 6,932 shares; 2025Q2: 6,162 shares 6,162 $496K 0.07% -770 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: 6,357 shares; 2024Q4: 5,639 shares; 2025Q1: 5,573 shares; 2025Q2: 5,780 shares 5,780 $495K 0.07% +207 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: 2,368 shares; 2024Q4: 2,480 shares; 2025Q1: 2,290 shares; 2025Q2: 2,457 shares 2,457 $495K 0.07% +167 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: 1,004 shares; 2024Q4: 1,127 shares; 2025Q1: 1,146 shares; 2025Q2: 1,432 shares 1,432 $492K 0.07% +286 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,887 shares; 2024Q4: 16,086 shares; 2025Q1: 14,657 shares; 2025Q2: 14,882 shares 14,882 $486K 0.07% +225 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,854 shares; 2025Q1: 5,923 shares; 2025Q2: 5,293 shares 5,293 $485K 0.07% -630 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: 71,303 shares; 2024Q4: 13,422 shares; 2025Q1: 18,870 shares; 2025Q2: 21,594 shares 21,594 $484K 0.07% +2,724 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: 1,293 shares; 2024Q4: 1,368 shares; 2025Q1: 1,362 shares; 2025Q2: 1,473 shares 1,473 $482K 0.07% +111 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,146 shares; 2025Q1: 4,062 shares; 2025Q2: 3,913 shares 3,913 $482K 0.07% -149 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: not reported; 2024Q4: 2,017 shares; 2025Q1: 2,323 shares; 2025Q2: 2,462 shares 2,462 $482K 0.07% +139 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: 862 shares; 2024Q4: 864 shares; 2025Q1: 839 shares; 2025Q2: 876 shares 876 $481K 0.07% +37 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,498 shares; 2025Q1: 1,580 shares; 2025Q2: 1,797 shares 1,797 $481K 0.07% +217 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 1,136 shares; 2025Q1: 842 shares; 2025Q2: 1,157 shares 1,157 $468K 0.07% +315 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,486 shares; 2025Q1: 2,745 shares; 2025Q2: 2,694 shares 2,694 $464K 0.06% -51 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 435 shares; 2025Q1: 521 shares; 2025Q2: 518 shares 518 $464K 0.06% -3 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: 7,661 shares; 2024Q4: 8,548 shares; 2025Q1: 7,408 shares; 2025Q2: 6,233 shares 6,233 $463K 0.06% -1,175 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: not reported; 2025Q2: 1,316 shares 1,316 $461K 0.06% new 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: 5,030 shares; 2025Q2: 4,854 shares 4,854 $454K 0.06% -176 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,766 shares; 2025Q1: 4,175 shares; 2025Q2: 10,816 shares 10,816 $454K 0.06% +6,641 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: 2,617 shares; 2024Q4: 2,786 shares; 2025Q1: 2,772 shares; 2025Q2: 3,237 shares 3,237 $454K 0.06% +465 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: 10,397 shares; 2024Q4: 10,981 shares; 2025Q1: 10,838 shares; 2025Q2: 10,379 shares 10,379 $452K 0.06% -459 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: 1,327 shares; 2024Q4: 1,410 shares; 2025Q1: 1,487 shares; 2025Q2: 1,616 shares 1,616 $445K 0.06% +129 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 575 shares; 2025Q1: 547 shares; 2025Q2: 546 shares 546 $434K 0.06% -1 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,023 shares; 2025Q1: 6,343 shares; 2025Q2: 7,667 shares 7,667 $431K 0.06% +1,324 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: 8,435 shares; 2024Q4: 9,125 shares; 2025Q1: 8,856 shares; 2025Q2: 8,699 shares 8,699 $428K 0.06% -157 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: 3,488 shares; 2024Q4: 2,869 shares; 2025Q1: 3,266 shares; 2025Q2: 4,147 shares 4,147 $426K 0.06% +881 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: 1,073 shares; 2024Q4: 1,092 shares; 2025Q1: 1,069 shares; 2025Q2: 1,112 shares 1,112 $421K 0.06% +43 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,561 shares; 2025Q1: 1,425 shares; 2025Q2: 1,660 shares 1,660 $417K 0.06% +235 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: 5,584 shares; 2024Q4: 5,449 shares; 2025Q1: 5,399 shares; 2025Q2: 5,217 shares 5,217 $414K 0.06% -182 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,149 shares; 2025Q1: 3,258 shares; 2025Q2: 3,108 shares 3,108 $414K 0.06% -150 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: 1,285 shares; 2024Q4: 1,290 shares; 2025Q1: 1,306 shares; 2025Q2: 1,379 shares 1,379 $413K 0.06% +73 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,302 shares; 2024Q4: 28,695 shares; 2025Q1: 28,695 shares; 2025Q2: 27,895 shares 27,895 $412K 0.06% -800 Timeline IUSV 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: 4,341 shares; 2024Q4: 4,341 shares; 2025Q1: 4,341 shares; 2025Q2: 4,341 shares 4,341 $411K 0.06% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,846 shares; 2024Q4: 11,087 shares; 2025Q1: 12,356 shares; 2025Q2: 12,385 shares 12,385 $404K 0.06% +29 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: 4,197 shares; 2024Q4: 4,284 shares; 2025Q1: 3,748 shares; 2025Q2: 3,632 shares 3,632 $402K 0.06% -116 Timeline IUSG 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: 2,682 shares; 2024Q4: 2,682 shares; 2025Q1: 2,632 shares; 2025Q2: 2,632 shares 2,632 $396K 0.06% 0 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: 3,270 shares; 2025Q1: 4,133 shares; 2025Q2: 3,946 shares 3,946 $384K 0.05% -187 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: 3,830 shares; 2024Q4: 3,997 shares; 2025Q1: 4,795 shares; 2025Q2: 5,260 shares 5,260 $377K 0.05% +465 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,493 shares; 2025Q1: 2,856 shares; 2025Q2: 2,710 shares 2,710 $375K 0.05% -146 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: 2,643 shares; 2024Q4: 2,752 shares; 2025Q1: 2,844 shares; 2025Q2: 3,539 shares 3,539 $374K 0.05% +695 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: not reported; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: 744 shares 744 $373K 0.05% +300 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: 1,826 shares; 2024Q4: 1,857 shares; 2025Q1: 1,909 shares; 2025Q2: 1,923 shares 1,923 $373K 0.05% +14 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: 1,181 shares; 2024Q4: 1,221 shares; 2025Q1: 1,236 shares; 2025Q2: 1,265 shares 1,265 $371K 0.05% +29 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 3,425 shares; 2025Q1: 3,477 shares; 2025Q2: 3,475 shares 3,475 $366K 0.05% -2 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: 5,352 shares; 2024Q4: 4,107 shares; 2025Q1: 5,255 shares; 2025Q2: 3,466 shares 3,466 $364K 0.05% -1,789 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 4,522 shares; 2025Q1: 4,698 shares; 2025Q2: 4,807 shares 4,807 $364K 0.05% +109 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: 4,046 shares; 2024Q4: 4,114 shares; 2025Q1: 4,385 shares; 2025Q2: 4,963 shares 4,963 $363K 0.05% +578 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: 2,851 shares; 2024Q4: 3,237 shares; 2025Q1: 3,335 shares; 2025Q2: 3,469 shares 3,469 $361K 0.05% +134 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,909 shares; 2025Q1: 2,968 shares; 2025Q2: 2,777 shares 2,777 $359K 0.05% -191 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,410 shares 3,410 $359K 0.05% new 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: 10,506 shares; 2024Q4: 3,761 shares; 2025Q1: 3,844 shares; 2025Q2: 3,863 shares 3,863 $354K 0.05% +19 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 3,149 shares; 2025Q1: 2,974 shares; 2025Q2: 2,242 shares 2,242 $354K 0.05% -732 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,291 shares; 2025Q2: 1,613 shares 1,613 $352K 0.05% +322 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 452 shares; 2025Q1: 443 shares; 2025Q2: 475 shares 475 $348K 0.05% +32 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: 1,833 shares; 2024Q4: 1,824 shares; 2025Q1: 2,004 shares; 2025Q2: 2,061 shares 2,061 $348K 0.05% +57 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: 8,568 shares; 2024Q4: 8,730 shares; 2025Q1: 8,600 shares; 2025Q2: 8,399 shares 8,399 $345K 0.05% -201 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 438 shares; 2025Q2: 415 shares 415 $344K 0.05% -23 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: 3,774 shares; 2024Q4: 3,779 shares; 2025Q1: 3,774 shares; 2025Q2: 3,198 shares 3,198 $344K 0.05% -576 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,570 shares; 2025Q1: 1,568 shares; 2025Q2: 1,623 shares 1,623 $340K 0.05% +55 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 3,469 shares; 2025Q1: 3,383 shares; 2025Q2: 3,687 shares 3,687 $339K 0.05% +304 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: 1,707 shares; 2024Q4: 1,744 shares; 2025Q1: 1,723 shares; 2025Q2: 1,939 shares 1,939 $338K 0.05% +216 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 949 shares; 2025Q1: 862 shares; 2025Q2: 824 shares 824 $337K 0.05% -38 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,136 shares; 2025Q1: 1,144 shares; 2025Q2: 1,305 shares 1,305 $337K 0.05% +161 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: 5,259 shares; 2024Q4: 5,422 shares; 2025Q1: 6,580 shares; 2025Q2: 5,835 shares 5,835 $336K 0.05% -745 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: 4,843 shares; 2024Q4: 5,266 shares; 2025Q1: 5,041 shares; 2025Q2: 5,002 shares 5,002 $334K 0.05% -39 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,213 shares; 2025Q1: 1,195 shares; 2025Q2: 1,206 shares 1,206 $330K 0.05% +11 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 3,807 shares; 2025Q1: 3,815 shares; 2025Q2: 4,210 shares 4,210 $329K 0.05% +395 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: not reported; 2024Q4: 2,736 shares; 2025Q1: 3,238 shares; 2025Q2: 3,096 shares 3,096 $327K 0.05% -142 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,097 shares; 2025Q1: 3,526 shares; 2025Q2: 3,429 shares 3,429 $326K 0.05% -97 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,604 shares 3,604 $322K 0.04% new 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: 3,902 shares; 2024Q4: 3,927 shares; 2025Q1: 4,271 shares; 2025Q2: 4,304 shares 4,304 $320K 0.04% +33 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: not reported; 2024Q4: 4,227 shares; 2025Q1: 4,386 shares; 2025Q2: 5,085 shares 5,085 $319K 0.04% +699 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,197 shares 2,197 $312K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,555 shares; 2024Q4: 21,050 shares; 2025Q1: 24,290 shares; 2025Q2: 28,704 shares 28,704 $311K 0.04% +4,414 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: 3,007 shares; 2024Q4: 3,066 shares; 2025Q1: 3,043 shares; 2025Q2: 2,928 shares 2,928 $311K 0.04% -115 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 6,411 shares; 2025Q1: 4,866 shares; 2025Q2: 4,548 shares 4,548 $309K 0.04% -318 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: 2,284 shares; 2024Q4: 2,152 shares; 2025Q1: 1,899 shares; 2025Q2: 2,406 shares 2,406 $307K 0.04% +507 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: 2,631 shares; 2024Q4: 2,579 shares; 2025Q1: 2,981 shares; 2025Q2: 3,036 shares 3,036 $301K 0.04% +55 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,338 shares 1,338 $299K 0.04% -52 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: 2,738 shares; 2024Q4: 2,844 shares; 2025Q1: 2,790 shares; 2025Q2: 2,887 shares 2,887 $296K 0.04% +97 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP 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: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 5,340 shares 5,340 $296K 0.04% +4,005 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: 2,908 shares; 2024Q4: 3,240 shares; 2025Q1: 2,931 shares; 2025Q2: 3,241 shares 3,241 $295K 0.04% +310 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: not reported; 2024Q4: not reported; 2025Q1: 7,205 shares; 2025Q2: 7,205 shares 7,205 $293K 0.04% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly 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: 1,006 shares; 2025Q2: 1,201 shares 1,201 $292K 0.04% +195 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 730 shares; 2025Q1: 876 shares; 2025Q2: 748 shares 748 $291K 0.04% -128 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: 590 shares; 2024Q4: 587 shares; 2025Q1: 585 shares; 2025Q2: 585 shares 585 $287K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,669 shares; 2025Q2: 1,697 shares 1,697 $285K 0.04% +28 Timeline SPDW 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: 12,027 shares; 2024Q4: 10,324 shares; 2025Q1: 9,364 shares; 2025Q2: 6,909 shares 6,909 $280K 0.04% -2,455 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,947 shares; 2025Q1: 2,012 shares; 2025Q2: 2,191 shares 2,191 $278K 0.04% +179 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: 1,013 shares; 2024Q4: 1,018 shares; 2025Q1: 1,071 shares; 2025Q2: 1,214 shares 1,214 $278K 0.04% +143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897 shares 897 $277K 0.04% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,664 shares 1,664 $276K 0.04% new 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: 4,815 shares; 2024Q4: 4,107 shares; 2025Q1: 4,036 shares; 2025Q2: 4,093 shares 4,093 $276K 0.04% +57 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,458 shares; 2025Q1: 1,538 shares; 2025Q2: 1,490 shares 1,490 $273K 0.04% -48 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: 806 shares; 2024Q4: 829 shares; 2025Q1: not reported; 2025Q2: 1,035 shares 1,035 $270K 0.04% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,469 shares; 2025Q1: 1,575 shares; 2025Q2: 1,750 shares 1,750 $270K 0.04% +175 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,271 shares; 2025Q1: 1,338 shares; 2025Q2: 1,116 shares 1,116 $268K 0.04% -222 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,246 shares; 2025Q1: 1,619 shares; 2025Q2: 1,325 shares 1,325 $262K 0.04% -294 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,086 shares 1,086 $255K 0.04% new 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: not reported; 2024Q4: 1,289 shares; 2025Q1: 1,377 shares; 2025Q2: 1,250 shares 1,250 $254K 0.04% -127 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & 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: 998 shares; 2025Q2: 781 shares 781 $250K 0.03% -217 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,721 shares 4,721 $248K 0.03% new Timeline IGSB 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: 4,340 shares; 2025Q2: 4,659 shares 4,659 $246K 0.03% +319 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 2,517 shares; 2025Q1: 1,790 shares; 2025Q2: 1,792 shares 1,792 $243K 0.03% +2 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 4,645 shares; 2025Q1: 4,574 shares; 2025Q2: 4,583 shares 4,583 $242K 0.03% +9 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: 5,437 shares; 2024Q4: 5,452 shares; 2025Q1: not reported; 2025Q2: 3,349 shares 3,349 $241K 0.03% new 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: 3,562 shares; 2024Q4: 3,168 shares; 2025Q1: 3,525 shares; 2025Q2: 2,442 shares 2,442 $241K 0.03% -1,083 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: 803 shares; 2024Q4: 806 shares; 2025Q1: not reported; 2025Q2: 1,053 shares 1,053 $239K 0.03% new 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: 8,236 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,952 shares 7,952 $238K 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,719 shares; 2024Q4: 10,231 shares; 2025Q1: 9,705 shares; 2025Q2: 6,980 shares 6,980 $236K 0.03% -2,725 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: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares 1,468 $236K 0.03% new 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: 1,982 shares; 2024Q4: 1,972 shares; 2025Q1: not reported; 2025Q2: 1,926 shares 1,926 $234K 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,565 shares; 2024Q4: 8,653 shares; 2025Q1: 7,573 shares; 2025Q2: 5,389 shares 5,389 $234K 0.03% -2,184 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: 2,295 shares; 2024Q4: 2,320 shares; 2025Q1: 3,014 shares; 2025Q2: 2,339 shares 2,339 $233K 0.03% -675 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 970 shares; 2025Q2: 901 shares 901 $231K 0.03% -69 Timeline VONG 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: 2,108 shares; 2024Q4: 2,108 shares; 2025Q1: not reported; 2025Q2: 2,108 shares 2,108 $230K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 1,427 shares; 2025Q2: 1,643 shares 1,643 $229K 0.03% +216 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,909 shares; 2025Q1: 6,315 shares; 2025Q2: 5,936 shares 5,936 $228K 0.03% -379 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: not reported; 2024Q4: not reported; 2025Q1: 4,825 shares; 2025Q2: 4,639 shares 4,639 $227K 0.03% -186 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 2,812 shares 2,812 $226K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,074 shares 1,074 $224K 0.03% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: not reported; 2025Q1: 3,570 shares; 2025Q2: 3,545 shares 3,545 $224K 0.03% -25 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,728 shares 2,728 $222K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 374 shares 374 $216K 0.03% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,599 shares 1,599 $215K 0.03% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,032 shares; 2025Q1: not reported; 2025Q2: 1,950 shares 1,950 $215K 0.03% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares 1,947 $213K 0.03% new 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: 530 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares 397 $213K 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON 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: 4,503 shares; 2025Q2: 4,867 shares 4,867 $211K 0.03% +364 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: not reported; 2024Q4: 3,795 shares; 2025Q1: 3,057 shares; 2025Q2: 3,064 shares 3,064 $209K 0.03% +7 Timeline CLMT CALUMET INC More: the full row for CALUMET 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: 11,533 shares; 2025Q2: 12,853 shares 12,853 $202K 0.03% +1,320 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: 103 shares; 2024Q4: 106 shares; 2025Q1: 110 shares; 2025Q2: 110 shares 110 $201K 0.03% 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: 1,148 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares 920 $201K 0.03% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares 14,000 $201K 0.03% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572 shares 572 $200K 0.03% new 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: not reported; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares 11,675 $160K 0.02% 0 Timeline PGF 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: 12,967 shares; 2024Q4: 10,245 shares; 2025Q1: 10,245 shares; 2025Q2: 10,245 shares 10,245 $145K 0.02% 0 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000 $135K 0.02% 0 Timeline AMLX AMYLYX PHARMACEUTICALS INC More: the full row for AMYLYX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,265 shares; 2024Q4: not reported; 2025Q1: 20,265 shares; 2025Q2: 20,265 shares 20,265 $130K 0.02% 0 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares 40,000 $124K 0.02% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000 $92.2K 0.01% 0 Timeline