IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083,380 shares; 2024Q4: 1,055,637 shares; 2025Q1: 1,080,429 shares; 2025Q2: 1,124,018 shares 1,124,018 $698M 4.81% +43,589 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: 1,176,797 shares; 2024Q4: 1,164,982 shares; 2025Q1: 1,219,962 shares; 2025Q2: 1,213,761 shares 1,213,761 $604M 4.16% -6,201 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: 7,167,659 shares; 2024Q4: 7,171,577 shares; 2025Q1: 7,252,805 shares; 2025Q2: 9,107,538 shares 9,107,538 $565M 3.89% +1,854,733 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,440,491 shares; 2024Q4: 7,774,228 shares; 2025Q1: 8,120,181 shares; 2025Q2: 7,644,326 shares 7,644,326 $436M 3% -475,855 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: 3,508,022 shares; 2024Q4: 3,533,595 shares; 2025Q1: 3,598,663 shares; 2025Q2: 3,798,876 shares 3,798,876 $415M 2.86% +200,213 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,805,425 shares; 2024Q4: 11,190,824 shares; 2025Q1: 11,358,132 shares; 2025Q2: 9,708,841 shares 9,708,841 $389M 2.68% -1,649,291 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: 2,414,473 shares; 2024Q4: 2,400,996 shares; 2025Q1: 2,394,836 shares; 2025Q2: 2,395,142 shares 2,395,142 $378M 2.61% +306 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: 1,170,836 shares; 2024Q4: 1,158,011 shares; 2025Q1: 1,181,343 shares; 2025Q2: 1,168,149 shares 1,168,149 $339M 2.33% -13,194 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: 1,612,385 shares; 2024Q4: 1,614,137 shares; 2025Q1: 1,621,959 shares; 2025Q2: 1,622,067 shares 1,622,067 $333M 2.29% +108 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: 2,871,648 shares; 2024Q4: 2,820,325 shares; 2025Q1: 2,778,850 shares; 2025Q2: 2,786,865 shares 2,786,865 $307M 2.11% +8,015 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: 368,432 shares; 2024Q4: 374,892 shares; 2025Q1: 356,714 shares; 2025Q2: 347,872 shares 347,872 $271M 1.87% -8,842 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,762 shares; 2024Q4: 139,907 shares; 2025Q1: 143,566 shares; 2025Q2: 846,877 shares 846,877 $237M 1.63% +703,311 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,426 shares; 2024Q4: 724,827 shares; 2025Q1: 723,600 shares; 2025Q2: 725,470 shares 725,470 $226M 1.55% +1,870 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: 2,318,008 shares; 2024Q4: 2,321,318 shares; 2025Q1: 2,264,118 shares; 2025Q2: 2,268,668 shares 2,268,668 $222M 1.53% +4,550 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: 347,708 shares; 2024Q4: 349,672 shares; 2025Q1: 353,059 shares; 2025Q2: 385,606 shares 385,606 $219M 1.51% +32,547 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: 490,089 shares; 2024Q4: 484,620 shares; 2025Q1: 471,442 shares; 2025Q2: 467,049 shares 467,049 $198M 1.37% -4,393 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: 1,860,722 shares; 2024Q4: 1,844,214 shares; 2025Q1: 1,837,878 shares; 2025Q2: 1,821,322 shares 1,821,322 $196M 1.35% -16,556 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: 2,459,839 shares; 2024Q4: 2,476,882 shares; 2025Q1: 2,433,111 shares; 2025Q2: 2,150,578 shares 2,150,578 $192M 1.32% -282,533 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: 852,981 shares; 2024Q4: 847,700 shares; 2025Q1: 874,431 shares; 2025Q2: 875,139 shares 875,139 $192M 1.32% +708 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933,498 shares; 2024Q4: 2,961,286 shares; 2025Q1: 3,119,775 shares; 2025Q2: 3,270,427 shares 3,270,427 $162M 1.11% +150,652 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: 855,348 shares; 2024Q4: 863,381 shares; 2025Q1: 865,592 shares; 2025Q2: 862,895 shares 862,895 $152M 1.05% -2,697 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: 169,037 shares; 2024Q4: 178,744 shares; 2025Q1: 189,691 shares; 2025Q2: 186,331 shares 186,331 $138M 0.95% -3,360 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: 412,529 shares; 2024Q4: 441,134 shares; 2025Q1: 584,385 shares; 2025Q2: 662,841 shares 662,841 $123M 0.85% +78,456 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: 993,098 shares; 2024Q4: 982,938 shares; 2025Q1: 983,982 shares; 2025Q2: 982,186 shares 982,186 $121M 0.84% -1,796 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: 303,143 shares; 2024Q4: 300,354 shares; 2025Q1: 301,266 shares; 2025Q2: 301,638 shares 301,638 $119M 0.82% +372 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: 834,494 shares; 2024Q4: 821,361 shares; 2025Q1: 814,562 shares; 2025Q2: 823,382 shares 823,382 $118M 0.81% +8,820 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: 402,668 shares; 2024Q4: 398,359 shares; 2025Q1: 389,284 shares; 2025Q2: 361,047 shares 361,047 $116M 0.8% -28,237 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: 530,755 shares; 2024Q4: 519,727 shares; 2025Q1: 508,494 shares; 2025Q2: 500,234 shares 500,234 $114M 0.79% -8,260 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: 1,624,427 shares; 2024Q4: 1,615,249 shares; 2025Q1: 1,618,831 shares; 2025Q2: 1,597,698 shares 1,597,698 $111M 0.76% -21,133 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: 353,260 shares; 2024Q4: 353,005 shares; 2025Q1: 371,607 shares; 2025Q2: 372,714 shares 372,714 $109M 0.75% +1,107 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,651 shares; 2024Q4: 793,651 shares; 2025Q1: 793,651 shares; 2025Q2: 793,651 shares 793,651 $104M 0.72% 0 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: 1,417,826 shares; 2024Q4: 1,432,820 shares; 2025Q1: 1,335,091 shares; 2025Q2: 1,308,003 shares 1,308,003 $104M 0.71% -27,088 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: 637,432 shares; 2024Q4: 666,150 shares; 2025Q1: 662,085 shares; 2025Q2: 661,566 shares 661,566 $101M 0.7% -519 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933,750 shares; 2024Q4: 854,155 shares; 2025Q1: 804,065 shares; 2025Q2: 801,594 shares 801,594 $99.6M 0.69% -2,471 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: 70,318 shares; 2024Q4: 69,776 shares; 2025Q1: 70,194 shares; 2025Q2: 349,663 shares 349,663 $96.4M 0.66% +279,469 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: 354,245 shares; 2024Q4: 362,060 shares; 2025Q1: 306,964 shares; 2025Q2: 316,007 shares 316,007 $96M 0.66% +9,043 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: 221,891 shares; 2024Q4: 220,813 shares; 2025Q1: 409,105 shares; 2025Q2: 434,379 shares 434,379 $95M 0.65% +25,274 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: 98,342 shares; 2024Q4: 96,427 shares; 2025Q1: 97,660 shares; 2025Q2: 94,229 shares 94,229 $93.3M 0.64% -3,431 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: 272,718 shares; 2024Q4: 267,025 shares; 2025Q1: 258,544 shares; 2025Q2: 251,572 shares 251,572 $92.2M 0.64% -6,972 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: 413,872 shares; 2024Q4: 416,063 shares; 2025Q1: 419,457 shares; 2025Q2: 371,018 shares 371,018 $88.4M 0.61% -48,439 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: not reported; 2025Q1: 84,978 shares; 2025Q2: 82,985 shares 82,985 $87.1M 0.6% -1,993 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029,624 shares; 2024Q4: 1,070,523 shares; 2025Q1: 1,075,491 shares; 2025Q2: 1,036,601 shares 1,036,601 $86.5M 0.6% -38,890 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: 1,301,792 shares; 2024Q4: 1,246,905 shares; 2025Q1: 1,182,168 shares; 2025Q2: 1,207,885 shares 1,207,885 $85.5M 0.59% +25,717 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: 75,307 shares; 2024Q4: 75,231 shares; 2025Q1: 75,626 shares; 2025Q2: 62,707 shares 62,707 $84M 0.58% -12,919 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: 222,860 shares; 2024Q4: 219,291 shares; 2025Q1: 213,984 shares; 2025Q2: 212,843 shares 212,843 $76M 0.52% -1,141 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: 130,174 shares; 2024Q4: 130,895 shares; 2025Q1: 132,520 shares; 2025Q2: 133,216 shares 133,216 $74.9M 0.52% +696 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: 1,625,479 shares; 2024Q4: 1,705,755 shares; 2025Q1: 1,740,772 shares; 2025Q2: 1,786,615 shares 1,786,615 $73.5M 0.51% +45,843 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: 310,469 shares; 2024Q4: 311,612 shares; 2025Q1: 312,720 shares; 2025Q2: 312,440 shares 312,440 $71.9M 0.5% -280 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489,386 shares; 2024Q4: 1,486,786 shares; 2025Q1: 1,489,404 shares; 2025Q2: 1,476,084 shares 1,476,084 $71.2M 0.49% -13,320 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: 852,409 shares; 2024Q4: 973,935 shares; 2025Q1: 1,012,871 shares; 2025Q2: 1,025,621 shares 1,025,621 $69.8M 0.48% +12,750 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: 1,063,031 shares; 2024Q4: 1,039,130 shares; 2025Q1: 1,045,447 shares; 2025Q2: 1,033,927 shares 1,033,927 $69.7M 0.48% -11,520 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: 575,117 shares; 2024Q4: 556,671 shares; 2025Q1: 805,488 shares; 2025Q2: 847,320 shares 847,320 $68.1M 0.47% +41,832 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,996 shares; 2024Q4: 340,720 shares; 2025Q1: 342,467 shares; 2025Q2: 346,814 shares 346,814 $65.4M 0.45% +4,347 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: 6,823 shares; 2024Q4: 110,902 shares; 2025Q1: 118,311 shares; 2025Q2: 123,433 shares 123,433 $65.3M 0.45% +5,122 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: 97,838 shares; 2024Q4: 99,856 shares; 2025Q1: 99,282 shares; 2025Q2: 105,309 shares 105,309 $65.1M 0.45% +6,027 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: 1,141,730 shares; 2024Q4: 1,144,922 shares; 2025Q1: 1,135,989 shares; 2025Q2: 1,055,957 shares 1,055,957 $64.4M 0.44% -80,032 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,994 shares; 2024Q4: 282,167 shares; 2025Q1: 278,269 shares; 2025Q2: 283,440 shares 283,440 $61.2M 0.42% +5,171 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: 298,977 shares; 2024Q4: 295,063 shares; 2025Q1: 288,809 shares; 2025Q2: 285,924 shares 285,924 $59.4M 0.41% -2,885 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: 2,639,198 shares; 2024Q4: 2,644,519 shares; 2025Q1: 2,653,187 shares; 2025Q2: 1,990,663 shares 1,990,663 $57.6M 0.4% -662,524 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: 71,012 shares; 2024Q4: 76,137 shares; 2025Q1: 78,124 shares; 2025Q2: 79,575 shares 79,575 $56.3M 0.39% +1,451 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,992 shares; 2024Q4: 857,932 shares; 2025Q1: 891,487 shares; 2025Q2: 932,137 shares 932,137 $56M 0.39% +40,650 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: 38,734 shares; 2024Q4: 49,923 shares; 2025Q1: 160,815 shares; 2025Q2: 185,581 shares 185,581 $55.5M 0.38% +24,766 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,357 shares; 2024Q4: 139,669 shares; 2025Q1: 137,190 shares; 2025Q2: 134,574 shares 134,574 $55M 0.38% -2,616 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: 254,580 shares; 2024Q4: 251,909 shares; 2025Q1: 248,620 shares; 2025Q2: 247,677 shares 247,677 $54M 0.37% -943 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: 33,390 shares; 2024Q4: 34,045 shares; 2025Q1: 34,891 shares; 2025Q2: 34,875 shares 34,875 $53M 0.37% -16 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: 1,239,993 shares; 2024Q4: 1,232,071 shares; 2025Q1: 1,224,615 shares; 2025Q2: 1,210,898 shares 1,210,898 $52.6M 0.36% -13,717 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: 230,009 shares; 2024Q4: 205,693 shares; 2025Q1: 190,764 shares; 2025Q2: 165,737 shares 165,737 $51.7M 0.36% -25,027 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: 96,135 shares; 2024Q4: 97,107 shares; 2025Q1: 97,815 shares; 2025Q2: 97,772 shares 97,772 $51.6M 0.35% -43 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: 172,050 shares; 2024Q4: 157,706 shares; 2025Q1: 143,379 shares; 2025Q2: 143,375 shares 143,375 $50.9M 0.35% -4 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: 1,025,467 shares; 2024Q4: 976,082 shares; 2025Q1: 1,030,423 shares; 2025Q2: 1,037,558 shares 1,037,558 $50.9M 0.35% +7,135 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: 1,004,584 shares; 2024Q4: 973,718 shares; 2025Q1: 986,701 shares; 2025Q2: 1,415,139 shares 1,415,139 $50.5M 0.35% +428,438 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: 1,221,065 shares; 2024Q4: 1,163,484 shares; 2025Q1: 1,170,121 shares; 2025Q2: 1,160,299 shares 1,160,299 $50.2M 0.35% -9,822 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: 505,804 shares; 2024Q4: 514,446 shares; 2025Q1: 508,462 shares; 2025Q2: 313,113 shares 313,113 $49.9M 0.34% -195,349 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: 182,917 shares; 2024Q4: 185,261 shares; 2025Q1: 181,825 shares; 2025Q2: 185,169 shares 185,169 $49.4M 0.34% +3,344 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495,730 shares; 2024Q4: 1,498,918 shares; 2025Q1: 1,472,697 shares; 2025Q2: 494,648 shares 494,648 $49.2M 0.34% -978,049 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: 300,512 shares; 2024Q4: 292,651 shares; 2025Q1: 286,764 shares; 2025Q2: 277,041 shares 277,041 $49.1M 0.34% -9,723 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: 575,867 shares; 2024Q4: 557,528 shares; 2025Q1: 548,732 shares; 2025Q2: 542,183 shares 542,183 $48.7M 0.34% -6,549 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,426 shares; 2025Q1: 120,208 shares; 2025Q2: 127,171 shares 127,171 $48.1M 0.33% +6,963 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121,214 shares; 2024Q4: 2,010,986 shares; 2025Q1: 2,052,544 shares; 2025Q2: 2,035,420 shares 2,035,420 $47.9M 0.33% -17,124 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: 327,308 shares; 2024Q4: 317,555 shares; 2025Q1: 301,580 shares; 2025Q2: 293,517 shares 293,517 $46.8M 0.32% -8,063 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,285 shares; 2024Q4: 230,329 shares; 2025Q1: 233,381 shares; 2025Q2: 238,941 shares 238,941 $46.7M 0.32% +5,560 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,319 shares; 2024Q4: 583,296 shares; 2025Q1: 603,367 shares; 2025Q2: 611,263 shares 611,263 $46.3M 0.32% +7,896 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: 247,367 shares; 2024Q4: 243,869 shares; 2025Q1: 243,948 shares; 2025Q2: 246,960 shares 246,960 $46M 0.32% +3,012 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: 181,595 shares; 2024Q4: 180,231 shares; 2025Q1: 158,397 shares; 2025Q2: 154,827 shares 154,827 $45.2M 0.31% -3,570 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: 92,380 shares; 2024Q4: 95,789 shares; 2025Q1: 90,548 shares; 2025Q2: 88,642 shares 88,642 $43.1M 0.3% -1,906 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,886 shares; 2024Q4: 442,234 shares; 2025Q1: 438,829 shares; 2025Q2: 467,602 shares 467,602 $42.5M 0.29% +28,773 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: 164,142 shares; 2024Q4: 163,573 shares; 2025Q1: 162,542 shares; 2025Q2: 162,025 shares 162,025 $42.3M 0.29% -517 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: 133,648 shares; 2024Q4: 130,971 shares; 2025Q1: 129,977 shares; 2025Q2: 130,573 shares 130,573 $41.7M 0.29% +596 Timeline IUSB 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: 741,299 shares; 2024Q4: 878,965 shares; 2025Q1: 881,313 shares; 2025Q2: 896,113 shares 896,113 $41.4M 0.29% +14,800 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: 41,648 shares; 2024Q4: 172,923 shares; 2025Q1: 190,761 shares; 2025Q2: 196,701 shares 196,701 $39.6M 0.27% +5,940 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: 140,092 shares; 2024Q4: 140,229 shares; 2025Q1: 145,253 shares; 2025Q2: 145,026 shares 145,026 $39.5M 0.27% -227 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: 275,820 shares; 2024Q4: 268,982 shares; 2025Q1: 215,591 shares; 2025Q2: 227,535 shares 227,535 $39.2M 0.27% +11,944 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: 517,120 shares; 2024Q4: 504,403 shares; 2025Q1: 506,464 shares; 2025Q2: 517,635 shares 517,635 $39.2M 0.27% +11,171 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: 114,907 shares; 2024Q4: 107,188 shares; 2025Q1: 109,050 shares; 2025Q2: 303,393 shares 303,393 $37.6M 0.26% +194,343 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: 236,960 shares; 2024Q4: 238,754 shares; 2025Q1: 239,934 shares; 2025Q2: 234,919 shares 234,919 $36.6M 0.25% -5,015 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,994 shares; 2024Q4: 627,819 shares; 2025Q1: 616,991 shares; 2025Q2: 603,444 shares 603,444 $36.5M 0.25% -13,547 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: 315,056 shares; 2024Q4: 268,551 shares; 2025Q1: 420,271 shares; 2025Q2: 512,239 shares 512,239 $36M 0.25% +91,968 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: 197,725 shares; 2024Q4: 195,958 shares; 2025Q1: 190,353 shares; 2025Q2: 185,405 shares 185,405 $36M 0.25% -4,948 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: 57,208 shares; 2024Q4: 59,553 shares; 2025Q1: 60,548 shares; 2025Q2: 65,085 shares 65,085 $35.9M 0.25% +4,537 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,883 shares; 2024Q4: 126,016 shares; 2025Q1: 129,323 shares; 2025Q2: 150,490 shares 150,490 $35.7M 0.25% +21,167 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177,418 shares; 2025Q1: 200,169 shares; 2025Q2: 201,958 shares 201,958 $34.1M 0.23% +1,789 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: 133,542 shares; 2024Q4: 133,405 shares; 2025Q1: 132,502 shares; 2025Q2: 130,283 shares 130,283 $33.3M 0.23% -2,219 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: 80,824 shares; 2024Q4: 86,327 shares; 2025Q1: 87,577 shares; 2025Q2: 71,608 shares 71,608 $33.2M 0.23% -15,969 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: 296,800 shares; 2024Q4: 265,620 shares; 2025Q1: 311,139 shares; 2025Q2: 313,909 shares 313,909 $32.2M 0.22% +2,770 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: 552,739 shares; 2024Q4: 551,242 shares; 2025Q1: 561,285 shares; 2025Q2: 568,846 shares 568,846 $31.9M 0.22% +7,561 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: 227,904 shares; 2024Q4: 232,495 shares; 2025Q1: 238,824 shares; 2025Q2: 247,880 shares 247,880 $31.6M 0.22% +9,056 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920,236 shares; 2024Q4: 928,467 shares; 2025Q1: 960,370 shares; 2025Q2: 952,088 shares 952,088 $31.5M 0.22% -8,282 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: 440,265 shares; 2024Q4: 387,541 shares; 2025Q1: 383,531 shares; 2025Q2: 381,585 shares 381,585 $31.1M 0.21% -1,946 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: 16,168 shares; 2024Q4: 15,225 shares; 2025Q1: 14,227 shares; 2025Q2: 65,317 shares 65,317 $30.6M 0.21% +51,090 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: 87,236 shares; 2024Q4: 82,034 shares; 2025Q1: 79,805 shares; 2025Q2: 78,540 shares 78,540 $30.5M 0.21% -1,265 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: 217,640 shares; 2024Q4: 213,010 shares; 2025Q1: 197,217 shares; 2025Q2: 194,090 shares 194,090 $28.3M 0.2% -3,127 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: 250,015 shares; 2024Q4: 254,799 shares; 2025Q1: 262,605 shares; 2025Q2: 269,850 shares 269,850 $28M 0.19% +7,245 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: 74,967 shares; 2024Q4: 74,817 shares; 2025Q1: 40,972 shares; 2025Q2: 35,387 shares 35,387 $27.9M 0.19% -5,585 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: 137,289 shares; 2024Q4: 131,239 shares; 2025Q1: 131,437 shares; 2025Q2: 68,077 shares 68,077 $27.6M 0.19% -63,360 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: 211,894 shares; 2024Q4: 222,323 shares; 2025Q1: 206,469 shares; 2025Q2: 205,316 shares 205,316 $27.4M 0.19% -1,153 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: 94,780 shares; 2024Q4: 90,326 shares; 2025Q1: 71,877 shares; 2025Q2: 70,220 shares 70,220 $27.2M 0.19% -1,657 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,675 shares; 2024Q4: 291,793 shares; 2025Q1: 291,793 shares; 2025Q2: 291,793 shares 291,793 $26.9M 0.18% 0 IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,623 shares; 2024Q4: 244,092 shares; 2025Q1: 252,670 shares; 2025Q2: 291,489 shares 291,489 $26.8M 0.18% +38,819 Timeline HYD 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: 557,226 shares; 2024Q4: 472,185 shares; 2025Q1: 494,075 shares; 2025Q2: 525,511 shares 525,511 $26.4M 0.18% +31,436 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: 367,369 shares; 2024Q4: 366,960 shares; 2025Q1: 148,005 shares; 2025Q2: 90,423 shares 90,423 $26.2M 0.18% -57,582 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: 218,461 shares; 2024Q4: 230,776 shares; 2025Q1: 241,276 shares; 2025Q2: 248,286 shares 248,286 $25.5M 0.18% +7,010 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: 276,082 shares; 2024Q4: 286,552 shares; 2025Q1: 254,101 shares; 2025Q2: 256,714 shares 256,714 $25.5M 0.18% +2,613 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019,235 shares; 2024Q4: 922,382 shares; 2025Q1: 887,910 shares; 2025Q2: 726,495 shares 726,495 $25.1M 0.17% -161,415 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: 37,891 shares; 2024Q4: 36,708 shares; 2025Q1: 151,193 shares; 2025Q2: 177,086 shares 177,086 $24.8M 0.17% +25,893 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,632 shares; 2024Q4: 368,964 shares; 2025Q1: 368,640 shares; 2025Q2: 385,886 shares 385,886 $22.7M 0.16% +17,246 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: 78,448 shares; 2024Q4: 77,040 shares; 2025Q1: 74,006 shares; 2025Q2: 72,437 shares 72,437 $22.3M 0.15% -1,569 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: 203,956 shares; 2024Q4: 191,011 shares; 2025Q1: 176,574 shares; 2025Q2: 166,376 shares 166,376 $22M 0.15% -10,198 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: 352,787 shares; 2024Q4: 342,845 shares; 2025Q1: 325,858 shares; 2025Q2: 311,548 shares 311,548 $21.6M 0.15% -14,310 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: 213,569 shares; 2024Q4: 257,303 shares; 2025Q1: 220,134 shares; 2025Q2: 206,416 shares 206,416 $21.6M 0.15% -13,718 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: 217,966 shares; 2024Q4: 221,170 shares; 2025Q1: 216,141 shares; 2025Q2: 232,068 shares 232,068 $21.3M 0.15% +15,927 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: 339,790 shares; 2024Q4: 343,026 shares; 2025Q1: 336,030 shares; 2025Q2: 328,360 shares 328,360 $21M 0.14% -7,670 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: 306,955 shares; 2024Q4: 126,615 shares; 2025Q1: 102,046 shares; 2025Q2: 85,312 shares 85,312 $19.9M 0.14% -16,734 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: 147,131 shares; 2024Q4: 144,976 shares; 2025Q1: 143,943 shares; 2025Q2: 141,879 shares 141,879 $19.3M 0.13% -2,064 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: 29 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 26 shares 26 $18.9M 0.13% -1 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,191 shares; 2024Q4: 295,289 shares; 2025Q1: 270,883 shares; 2025Q2: 269,599 shares 269,599 $18.7M 0.13% -1,284 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: 144,530 shares; 2024Q4: 139,649 shares; 2025Q1: 127,232 shares; 2025Q2: 129,819 shares 129,819 $17.3M 0.12% +2,587 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,779 shares; 2024Q4: 162,797 shares; 2025Q1: 146,458 shares; 2025Q2: 134,403 shares 134,403 $16.3M 0.11% -12,055 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: 56,510 shares; 2024Q4: 55,443 shares; 2025Q1: 55,123 shares; 2025Q2: 54,666 shares 54,666 $16.1M 0.11% -457 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,959 shares; 2024Q4: 428,573 shares; 2025Q1: 416,394 shares; 2025Q2: 419,906 shares 419,906 $15.5M 0.11% +3,512 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: 383,232 shares; 2024Q4: 377,091 shares; 2025Q1: 377,707 shares; 2025Q2: 325,662 shares 325,662 $15.4M 0.11% -52,045 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,986 shares; 2024Q4: 398,340 shares; 2025Q1: 389,394 shares; 2025Q2: 387,805 shares 387,805 $14.9M 0.1% -1,589 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: 417,256 shares; 2024Q4: 404,557 shares; 2025Q1: 420,549 shares; 2025Q2: 426,015 shares 426,015 $14.4M 0.1% +5,466 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: 19,106 shares; 2024Q4: 28,904 shares; 2025Q1: 28,052 shares; 2025Q2: 28,226 shares 28,226 $14.4M 0.1% +174 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,896 shares; 2024Q4: 57,100 shares; 2025Q1: 54,667 shares; 2025Q2: 55,933 shares 55,933 $13.8M 0.09% +1,266 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: 60,209 shares; 2024Q4: 58,971 shares; 2025Q1: 56,479 shares; 2025Q2: 55,306 shares 55,306 $13.7M 0.09% -1,173 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: 49,436 shares; 2024Q4: 46,898 shares; 2025Q1: 46,671 shares; 2025Q2: 43,782 shares 43,782 $13.6M 0.09% -2,889 Timeline DFAC 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: 375,601 shares; 2024Q4: 375,411 shares; 2025Q1: 374,764 shares; 2025Q2: 363,539 shares 363,539 $13M 0.09% -11,225 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,922 shares; 2024Q4: 29,769 shares; 2025Q1: 29,343 shares; 2025Q2: 29,150 shares 29,150 $12.8M 0.09% -193 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: 67,825 shares; 2024Q4: 66,657 shares; 2025Q1: 87,969 shares; 2025Q2: 84,374 shares 84,374 $12M 0.08% -3,595 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,117 shares; 2024Q4: 25,801 shares; 2025Q1: 23,905 shares; 2025Q2: 22,105 shares 22,105 $11.8M 0.08% -1,800 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,912 shares; 2024Q4: 41,635 shares; 2025Q1: 41,442 shares; 2025Q2: 42,507 shares 42,507 $11.6M 0.08% +1,065 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: 48,398 shares; 2024Q4: 47,328 shares; 2025Q1: 44,059 shares; 2025Q2: 42,864 shares 42,864 $11.5M 0.08% -1,195 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: 60,607 shares; 2024Q4: 54,383 shares; 2025Q1: 54,008 shares; 2025Q2: 51,330 shares 51,330 $11.4M 0.08% -2,678 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: 10,897 shares; 2024Q4: 9,497 shares; 2025Q1: 9,545 shares; 2025Q2: 123,221 shares 123,221 $11.1M 0.08% +113,676 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: 71,026 shares; 2024Q4: 58,796 shares; 2025Q1: 58,254 shares; 2025Q2: 57,777 shares 57,777 $10.5M 0.07% -477 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,822 shares; 2024Q4: 105,761 shares; 2025Q1: 104,150 shares; 2025Q2: 101,128 shares 101,128 $10.2M 0.07% -3,022 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,498 shares; 2024Q4: 64,985 shares; 2025Q1: 64,448 shares; 2025Q2: 65,399 shares 65,399 $10.2M 0.07% +951 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: 4,242 shares; 2024Q4: 4,205 shares; 2025Q1: 5,566 shares; 2025Q2: 12,446 shares 12,446 $9.97M 0.07% +6,880 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: 93,324 shares; 2024Q4: 113,330 shares; 2025Q1: 47,159 shares; 2025Q2: 42,195 shares 42,195 $9.91M 0.07% -4,964 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: 33,154 shares; 2024Q4: 32,881 shares; 2025Q1: 31,264 shares; 2025Q2: 31,075 shares 31,075 $9.87M 0.07% -189 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: 105,075 shares; 2024Q4: 97,861 shares; 2025Q1: 98,402 shares; 2025Q2: 97,449 shares 97,449 $9.62M 0.07% -953 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: 76,158 shares; 2024Q4: 45,543 shares; 2025Q1: 39,132 shares; 2025Q2: 34,678 shares 34,678 $9.56M 0.07% -4,454 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: 18,620 shares; 2024Q4: 18,520 shares; 2025Q1: 18,039 shares; 2025Q2: 17,847 shares 17,847 $9.53M 0.07% -192 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: 33,826 shares; 2024Q4: 35,524 shares; 2025Q1: 34,664 shares; 2025Q2: 36,458 shares 36,458 $9.38M 0.06% +1,794 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,554 shares; 2024Q4: 54,747 shares; 2025Q1: 53,920 shares; 2025Q2: 72,411 shares 72,411 $8.95M 0.06% +18,491 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: 18,431 shares; 2024Q4: 26,639 shares; 2025Q1: 26,878 shares; 2025Q2: 26,047 shares 26,047 $8.94M 0.06% -831 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: 89,368 shares; 2024Q4: 97,449 shares; 2025Q1: 99,138 shares; 2025Q2: 97,530 shares 97,530 $8.87M 0.06% -1,608 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,251 shares; 2024Q4: 33,204 shares; 2025Q1: 33,682 shares; 2025Q2: 34,940 shares 34,940 $8.85M 0.06% +1,258 Timeline QLD 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: 97,637 shares; 2024Q4: 97,637 shares; 2025Q1: 97,637 shares; 2025Q2: 74,572 shares 74,572 $8.78M 0.06% -23,065 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,254 shares; 2024Q4: 33,885 shares; 2025Q1: 34,185 shares; 2025Q2: 35,029 shares 35,029 $8.61M 0.06% +844 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: 19,002 shares; 2024Q4: 19,437 shares; 2025Q1: 19,816 shares; 2025Q2: 19,515 shares 19,515 $8.54M 0.06% -301 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,925 shares; 2024Q4: 73,574 shares; 2025Q1: 69,455 shares; 2025Q2: 69,840 shares 69,840 $8.18M 0.06% +385 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,054 shares; 2024Q4: 49,005 shares; 2025Q1: 48,640 shares; 2025Q2: 49,823 shares 49,823 $8.05M 0.06% +1,183 Timeline IGLB 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: 159,643 shares; 2024Q4: 159,643 shares; 2025Q1: 159,766 shares; 2025Q2: 160,136 shares 160,136 $8.04M 0.06% +370 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,435 shares; 2024Q4: 140,840 shares; 2025Q1: 123,408 shares; 2025Q2: 127,019 shares 127,019 $8.02M 0.06% +3,611 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: 23,444 shares; 2024Q4: 22,559 shares; 2025Q1: 21,967 shares; 2025Q2: 20,353 shares 20,353 $7.8M 0.05% -1,614 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,573 shares; 2024Q4: 106,807 shares; 2025Q1: 105,681 shares; 2025Q2: 106,726 shares 106,726 $7.77M 0.05% +1,045 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: 40,715 shares; 2024Q4: 40,114 shares; 2025Q1: 38,545 shares; 2025Q2: 39,250 shares 39,250 $7.75M 0.05% +705 Timeline HEI 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: 25,153 shares; 2024Q4: 25,153 shares; 2025Q1: 23,535 shares; 2025Q2: 23,535 shares 23,535 $7.72M 0.05% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,318 shares; 2024Q4: 92,156 shares; 2025Q1: 96,286 shares; 2025Q2: 108,594 shares 108,594 $7.68M 0.05% +12,308 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: 15,236 shares; 2024Q4: 15,559 shares; 2025Q1: 14,585 shares; 2025Q2: 14,045 shares 14,045 $7.63M 0.05% -540 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: 58,241 shares; 2024Q4: 53,706 shares; 2025Q1: 51,199 shares; 2025Q2: 49,930 shares 49,930 $7.6M 0.05% -1,269 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,314 shares; 2024Q4: 21,508 shares; 2025Q1: 21,340 shares; 2025Q2: 19,701 shares 19,701 $7.58M 0.05% -1,639 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,706 shares; 2024Q4: 62,216 shares; 2025Q1: 60,347 shares; 2025Q2: 59,639 shares 59,639 $7.56M 0.05% -708 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: 32,959 shares; 2024Q4: 32,259 shares; 2025Q1: 31,997 shares; 2025Q2: 30,749 shares 30,749 $7.38M 0.05% -1,248 Timeline DFAT 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: 137,169 shares; 2024Q4: 137,365 shares; 2025Q1: 137,017 shares; 2025Q2: 136,348 shares 136,348 $7.36M 0.05% -669 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,473 shares; 2024Q4: 176,474 shares; 2025Q1: 156,546 shares; 2025Q2: 144,281 shares 144,281 $7.35M 0.05% -12,265 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: 328,405 shares; 2024Q4: 326,062 shares; 2025Q1: 303,133 shares; 2025Q2: 302,096 shares 302,096 $7.32M 0.05% -1,037 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,739 shares; 2024Q4: 30,265 shares; 2025Q1: 28,703 shares; 2025Q2: 23,480 shares 23,480 $7.31M 0.05% -5,223 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: 221,950 shares; 2024Q4: 217,513 shares; 2025Q1: 179,267 shares; 2025Q2: 168,825 shares 168,825 $7.26M 0.05% -10,442 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: 82,950 shares; 2024Q4: 89,420 shares; 2025Q1: 97,786 shares; 2025Q2: 97,429 shares 97,429 $7.13M 0.05% -357 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 11,738 shares; 2025Q1: 10,789 shares; 2025Q2: 10,169 shares 10,169 $7.1M 0.05% -620 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: 32,038 shares; 2024Q4: 32,446 shares; 2025Q1: 32,403 shares; 2025Q2: 38,459 shares 38,459 $7.06M 0.05% +6,056 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,624 shares; 2024Q4: 56,728 shares; 2025Q1: 55,189 shares; 2025Q2: 54,626 shares 54,626 $7.04M 0.05% -563 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: 26,986 shares; 2024Q4: 26,781 shares; 2025Q1: 25,811 shares; 2025Q2: 30,992 shares 30,992 $7.02M 0.05% +5,181 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: 169,883 shares; 2024Q4: 159,528 shares; 2025Q1: 154,677 shares; 2025Q2: 146,680 shares 146,680 $6.79M 0.05% -7,997 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: 109,552 shares; 2024Q4: 118,271 shares; 2025Q1: 111,228 shares; 2025Q2: 125,386 shares 125,386 $6.62M 0.05% +14,158 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,583 shares; 2024Q4: 55,711 shares; 2025Q1: 53,471 shares; 2025Q2: 48,502 shares 48,502 $6.45M 0.04% -4,969 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,919 shares; 2024Q4: 75,010 shares; 2025Q1: 74,126 shares; 2025Q2: 74,545 shares 74,545 $6.41M 0.04% +419 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,809 shares; 2024Q4: 60,110 shares; 2025Q1: 59,829 shares; 2025Q2: 61,185 shares 61,185 $6.29M 0.04% +1,356 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: 13,419 shares; 2024Q4: 12,914 shares; 2025Q1: 12,209 shares; 2025Q2: 12,476 shares 12,476 $6.24M 0.04% +267 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,439 shares; 2024Q4: 16,563 shares; 2025Q1: 16,633 shares; 2025Q2: 18,351 shares 18,351 $6.23M 0.04% +1,718 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: 8,284 shares; 2024Q4: 7,520 shares; 2025Q1: 6,884 shares; 2025Q2: 6,061 shares 6,061 $6.23M 0.04% -823 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,384 shares; 2024Q4: 97,528 shares; 2025Q1: 96,763 shares; 2025Q2: 98,541 shares 98,541 $6.14M 0.04% +1,778 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: 28,308 shares; 2024Q4: 25,934 shares; 2025Q1: 25,328 shares; 2025Q2: 29,221 shares 29,221 $6.12M 0.04% +3,893 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: 29,445 shares; 2024Q4: 26,631 shares; 2025Q1: 24,676 shares; 2025Q2: 21,555 shares 21,555 $6.08M 0.04% -3,121 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,855 shares; 2024Q4: 37,933 shares; 2025Q1: 41,670 shares; 2025Q2: 43,645 shares 43,645 $6.07M 0.04% +1,975 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: 85,871 shares; 2024Q4: 127,882 shares; 2025Q1: 131,010 shares; 2025Q2: 93,623 shares 93,623 $5.86M 0.04% -37,387 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,499 shares; 2024Q4: 18,052 shares; 2025Q1: 18,005 shares; 2025Q2: 18,403 shares 18,403 $5.84M 0.04% +398 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,972 shares; 2024Q4: 90,246 shares; 2025Q1: 87,272 shares; 2025Q2: 114,593 shares 114,593 $5.7M 0.04% +27,321 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,080 shares; 2024Q4: 15,718 shares; 2025Q1: 9,940 shares; 2025Q2: 12,919 shares 12,919 $5.69M 0.04% +2,979 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: 42,476 shares; 2024Q4: 41,750 shares; 2025Q1: 40,018 shares; 2025Q2: 39,065 shares 39,065 $5.68M 0.04% -953 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,594 shares 26,594 $5.57M 0.04% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,674 shares; 2024Q4: 90,422 shares; 2025Q1: 90,354 shares; 2025Q2: 91,962 shares 91,962 $5.5M 0.04% +1,608 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: 69,930 shares; 2024Q4: 70,777 shares; 2025Q1: 65,402 shares; 2025Q2: 58,010 shares 58,010 $5.41M 0.04% -7,392 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,073 shares; 2024Q4: 18,809 shares; 2025Q1: 17,744 shares; 2025Q2: 15,145 shares 15,145 $5.4M 0.04% -2,599 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,084 shares; 2024Q4: 103,058 shares; 2025Q1: 103,364 shares; 2025Q2: 102,272 shares 102,272 $5.4M 0.04% -1,092 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,928 shares; 2024Q4: 45,761 shares; 2025Q1: 51,863 shares; 2025Q2: 53,691 shares 53,691 $5.33M 0.04% +1,828 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: 141,886 shares; 2024Q4: 141,937 shares; 2025Q1: 140,406 shares; 2025Q2: 162,482 shares 162,482 $5.3M 0.04% +22,076 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,965 shares; 2024Q4: 27,951 shares; 2025Q1: 28,514 shares; 2025Q2: 38,137 shares 38,137 $5.29M 0.04% +9,623 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,187 shares; 2024Q4: 291,020 shares; 2025Q1: 68,924 shares; 2025Q2: 31,659 shares 31,659 $5.25M 0.04% -37,265 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,327 shares; 2024Q4: 21,143 shares; 2025Q1: 20,209 shares; 2025Q2: 26,739 shares 26,739 $5.21M 0.04% +6,530 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,985 shares; 2024Q4: 196,828 shares; 2025Q1: 197,353 shares; 2025Q2: 208,883 shares 208,883 $5.21M 0.04% +11,530 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: 53,709 shares; 2024Q4: 52,851 shares; 2025Q1: 52,851 shares; 2025Q2: 38,383 shares 38,383 $5.21M 0.04% -14,468 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 12,200 shares; 2025Q1: 390,499 shares; 2025Q2: 395,999 shares 395,999 $5.18M 0.04% +5,500 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: not reported; 2025Q1: 86,811 shares; 2025Q2: 50,504 shares 50,504 $5.17M 0.04% -36,307 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: 25,131 shares; 2024Q4: 23,947 shares; 2025Q1: 23,684 shares; 2025Q2: 27,871 shares 27,871 $5.11M 0.04% +4,187 Timeline ESML 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: 60,887 shares; 2024Q4: 55,729 shares; 2025Q1: 120,301 shares; 2025Q2: 119,592 shares 119,592 $4.94M 0.03% -709 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,498 shares; 2024Q4: 16,481 shares; 2025Q1: 15,916 shares; 2025Q2: 16,119 shares 16,119 $4.91M 0.03% +203 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,180 shares; 2024Q4: 17,262 shares; 2025Q1: 16,837 shares; 2025Q2: 18,683 shares 18,683 $4.9M 0.03% +1,846 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: 17,836 shares; 2024Q4: 17,460 shares; 2025Q1: 16,690 shares; 2025Q2: 15,100 shares 15,100 $4.87M 0.03% -1,590 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,220 shares; 2024Q4: 57,018 shares; 2025Q1: 57,440 shares; 2025Q2: 60,839 shares 60,839 $4.87M 0.03% +3,399 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: 46,048 shares; 2024Q4: 46,007 shares; 2025Q1: 46,026 shares; 2025Q2: 45,945 shares 45,945 $4.85M 0.03% -81 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: 68,706 shares; 2024Q4: 67,449 shares; 2025Q1: 63,822 shares; 2025Q2: 59,804 shares 59,804 $4.81M 0.03% -4,018 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: 24,318 shares; 2024Q4: 26,517 shares; 2025Q1: 27,615 shares; 2025Q2: 26,192 shares 26,192 $4.79M 0.03% -1,423 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,102 shares; 2024Q4: 10,731 shares; 2025Q1: 10,616 shares; 2025Q2: 10,642 shares 10,642 $4.76M 0.03% +26 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: 66,621 shares; 2024Q4: 59,878 shares; 2025Q1: 50,724 shares; 2025Q2: 58,817 shares 58,817 $4.71M 0.03% +8,093 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,515 shares; 2024Q4: 25,308 shares; 2025Q1: 49,869 shares; 2025Q2: 65,205 shares 65,205 $4.71M 0.03% +15,336 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,505 shares; 2024Q4: 15,209 shares; 2025Q1: 15,085 shares; 2025Q2: 15,427 shares 15,427 $4.7M 0.03% +342 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,469 shares; 2024Q4: 25,054 shares; 2025Q1: 23,821 shares; 2025Q2: 23,540 shares 23,540 $4.65M 0.03% -281 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 14,591 shares; 2025Q1: 14,338 shares; 2025Q2: 18,786 shares 18,786 $4.6M 0.03% +4,448 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: 39,516 shares; 2024Q4: 40,802 shares; 2025Q1: 39,735 shares; 2025Q2: 38,935 shares 38,935 $4.59M 0.03% -800 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: 14,787 shares; 2024Q4: 15,072 shares; 2025Q1: 14,996 shares; 2025Q2: 16,031 shares 16,031 $4.48M 0.03% +1,035 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,378 shares; 2024Q4: 14,577 shares; 2025Q1: 22,754 shares; 2025Q2: 24,608 shares 24,608 $4.43M 0.03% +1,854 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,106 shares; 2024Q4: 15,710 shares; 2025Q1: 15,635 shares; 2025Q2: 15,571 shares 15,571 $4.37M 0.03% -64 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,914 shares; 2024Q4: 56,245 shares; 2025Q1: 57,322 shares; 2025Q2: 74,756 shares 74,756 $4.37M 0.03% +17,434 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: 55,006 shares; 2024Q4: 54,985 shares; 2025Q1: 52,277 shares; 2025Q2: 103,660 shares 103,660 $4.35M 0.03% +51,383 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,121 shares; 2024Q4: 22,986 shares; 2025Q1: 22,270 shares; 2025Q2: 28,153 shares 28,153 $4.32M 0.03% +5,883 Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,824 shares; 2024Q4: 71,744 shares; 2025Q1: 71,744 shares; 2025Q2: 94,028 shares 94,028 $4.3M 0.03% +22,284 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,206 shares; 2024Q4: 97,326 shares; 2025Q1: 96,543 shares; 2025Q2: 96,979 shares 96,979 $4.3M 0.03% +436 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: 11,329 shares; 2024Q4: 10,973 shares; 2025Q1: 11,086 shares; 2025Q2: 13,118 shares 13,118 $4.3M 0.03% +2,032 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,846 shares; 2024Q4: 32,028 shares; 2025Q1: 31,935 shares; 2025Q2: 41,277 shares 41,277 $4.28M 0.03% +9,342 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: 5,863 shares; 2024Q4: 36,208 shares; 2025Q1: 37,101 shares; 2025Q2: 40,212 shares 40,212 $4.28M 0.03% +3,111 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: 35,088 shares; 2024Q4: 34,646 shares; 2025Q1: 33,225 shares; 2025Q2: 41,014 shares 41,014 $4.27M 0.03% +7,789 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: 10,859 shares; 2024Q4: 8,741 shares; 2025Q1: 7,840 shares; 2025Q2: 7,769 shares 7,769 $4.17M 0.03% -71 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,880 shares; 2024Q4: 57,447 shares; 2025Q1: 55,839 shares; 2025Q2: 53,587 shares 53,587 $4.15M 0.03% -2,252 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: 248,032 shares; 2024Q4: 213,811 shares; 2025Q1: 199,367 shares; 2025Q2: 184,847 shares 184,847 $4.14M 0.03% -14,520 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: 17,568 shares; 2024Q4: 17,280 shares; 2025Q1: 16,912 shares; 2025Q2: 15,472 shares 15,472 $4.12M 0.03% -1,440 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: 38,447 shares; 2024Q4: 38,545 shares; 2025Q1: 38,298 shares; 2025Q2: 47,315 shares 47,315 $4.01M 0.03% +9,017 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: 26,917 shares; 2024Q4: 27,158 shares; 2025Q1: 26,850 shares; 2025Q2: 26,760 shares 26,760 $4M 0.03% -90 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,976 shares; 2024Q4: 8,804 shares; 2025Q1: 8,669 shares; 2025Q2: 11,370 shares 11,370 $3.99M 0.03% +2,701 BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,956 shares; 2024Q4: 31,755 shares; 2025Q1: 31,842 shares; 2025Q2: 32,265 shares 32,265 $3.99M 0.03% +423 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,381 shares; 2024Q4: 49,022 shares; 2025Q1: 48,167 shares; 2025Q2: 61,747 shares 61,747 $3.97M 0.03% +13,580 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,012 shares; 2024Q4: 29,026 shares; 2025Q1: 29,562 shares; 2025Q2: 29,559 shares 29,559 $3.91M 0.03% -3 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: 15,126 shares; 2025Q1: 14,861 shares; 2025Q2: 19,666 shares 19,666 $3.9M 0.03% +4,805 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: 85,124 shares; 2024Q4: 67,444 shares; 2025Q1: 66,434 shares; 2025Q2: 66,405 shares 66,405 $3.89M 0.03% -29 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 16,017 shares; 2025Q1: 14,441 shares; 2025Q2: 12,713 shares 12,713 $3.87M 0.03% -1,728 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: 30,751 shares; 2024Q4: 36,865 shares; 2025Q1: 28,400 shares; 2025Q2: 28,021 shares 28,021 $3.82M 0.03% -379 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: 27,021 shares; 2024Q4: 26,857 shares; 2025Q1: 23,396 shares; 2025Q2: 29,255 shares 29,255 $3.77M 0.03% +5,859 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: 13,477 shares; 2024Q4: 13,511 shares; 2025Q1: 13,298 shares; 2025Q2: 13,179 shares 13,179 $3.77M 0.03% -119 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: 19,648 shares; 2024Q4: 19,193 shares; 2025Q1: 18,519 shares; 2025Q2: 16,887 shares 16,887 $3.76M 0.03% -1,632 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: 11,448 shares; 2024Q4: 11,253 shares; 2025Q1: 11,389 shares; 2025Q2: 12,422 shares 12,422 $3.72M 0.03% +1,033 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: 43,300 shares; 2024Q4: 41,389 shares; 2025Q1: 37,928 shares; 2025Q2: 37,668 shares 37,668 $3.72M 0.03% -260 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,036 shares; 2024Q4: 40,603 shares; 2025Q1: 16,550 shares; 2025Q2: 10,874 shares 10,874 $3.7M 0.03% -5,676 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: 94,325 shares; 2024Q4: 71,364 shares; 2025Q1: 62,735 shares; 2025Q2: 52,017 shares 52,017 $3.59M 0.02% -10,718 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: 69,355 shares; 2024Q4: 84,195 shares; 2025Q1: 76,793 shares; 2025Q2: 61,546 shares 61,546 $3.59M 0.02% -15,247 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,468 shares; 2024Q4: 232,893 shares; 2025Q1: 67,846 shares; 2025Q2: 33,851 shares 33,851 $3.57M 0.02% -33,995 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,057 shares; 2024Q4: 60,963 shares; 2025Q1: 56,843 shares; 2025Q2: 56,981 shares 56,981 $3.55M 0.02% +138 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: 5,822 shares; 2024Q4: 5,814 shares; 2025Q1: 6,942 shares; 2025Q2: 7,083 shares 7,083 $3.55M 0.02% +141 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,444 shares; 2024Q4: 27,732 shares; 2025Q1: 22,657 shares; 2025Q2: 43,430 shares 43,430 $3.5M 0.02% +20,773 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,072 shares; 2024Q4: 37,213 shares; 2025Q1: 37,879 shares; 2025Q2: 37,773 shares 37,773 $3.5M 0.02% -106 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: 48,388 shares; 2024Q4: 48,493 shares; 2025Q1: 49,196 shares; 2025Q2: 48,797 shares 48,797 $3.47M 0.02% -399 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: 37,420 shares; 2024Q4: 37,100 shares; 2025Q1: 36,604 shares; 2025Q2: 34,970 shares 34,970 $3.46M 0.02% -1,634 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,016 shares; 2024Q4: 17,140 shares; 2025Q1: 16,856 shares; 2025Q2: 21,061 shares 21,061 $3.45M 0.02% +4,205 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,971 shares; 2024Q4: 110,273 shares; 2025Q1: 91,087 shares; 2025Q2: 63,277 shares 63,277 $3.44M 0.02% -27,810 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,792 shares; 2024Q4: 31,201 shares; 2025Q1: 45,478 shares; 2025Q2: 48,570 shares 48,570 $3.37M 0.02% +3,092 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,954 shares; 2024Q4: 55,589 shares; 2025Q1: 61,704 shares; 2025Q2: 64,657 shares 64,657 $3.35M 0.02% +2,953 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,040 shares; 2024Q4: 21,013 shares; 2025Q1: 21,007 shares; 2025Q2: 21,159 shares 21,159 $3.34M 0.02% +152 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 4,338 shares; 2025Q1: 4,418 shares; 2025Q2: 6,932 shares 6,932 $3.24M 0.02% +2,514 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,344 shares 67,344 $3.24M 0.02% new HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,791 shares; 2024Q4: 20,160 shares; 2025Q1: 13,850 shares; 2025Q2: 17,884 shares 17,884 $3.22M 0.02% +4,034 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,416 shares; 2024Q4: 49,619 shares; 2025Q1: 48,603 shares; 2025Q2: 45,674 shares 45,674 $3.22M 0.02% -2,929 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: 7,315 shares; 2024Q4: 14,597 shares; 2025Q1: 15,496 shares; 2025Q2: 15,539 shares 15,539 $3.18M 0.02% +43 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: 42,896 shares; 2024Q4: 41,280 shares; 2025Q1: 39,278 shares; 2025Q2: 36,338 shares 36,338 $3.17M 0.02% -2,940 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,316 shares; 2024Q4: 10,014 shares; 2025Q1: 9,910 shares; 2025Q2: 13,008 shares 13,008 $3.16M 0.02% +3,098 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,589 shares; 2024Q4: 79,976 shares; 2025Q1: 107,875 shares; 2025Q2: 116,622 shares 116,622 $3.12M 0.02% +8,747 RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,092 shares; 2024Q4: 9,836 shares; 2025Q1: 9,662 shares; 2025Q2: 12,832 shares 12,832 $3.12M 0.02% +3,170 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,069 shares; 2024Q4: 85,523 shares; 2025Q1: 84,463 shares; 2025Q2: 50,806 shares 50,806 $3.11M 0.02% -33,657 VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,575 shares; 2024Q4: 17,739 shares; 2025Q1: 17,250 shares; 2025Q2: 17,516 shares 17,516 $3.1M 0.02% +266 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,640 shares; 2024Q4: 23,115 shares; 2025Q1: 24,119 shares; 2025Q2: 46,689 shares 46,689 $3.08M 0.02% +22,570 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,289 shares; 2024Q4: 31,283 shares; 2025Q1: 31,085 shares; 2025Q2: 30,185 shares 30,185 $3.05M 0.02% -900 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,303 shares; 2024Q4: 71,303 shares; 2025Q1: 71,303 shares; 2025Q2: 71,067 shares 71,067 $3.04M 0.02% -236 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: 10,925 shares; 2024Q4: 11,099 shares; 2025Q1: 10,028 shares; 2025Q2: 9,872 shares 9,872 $3.04M 0.02% -156 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,797 shares; 2024Q4: 8,097 shares; 2025Q1: 10,192 shares; 2025Q2: 19,137 shares 19,137 $3.02M 0.02% +8,945 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,046 shares; 2024Q4: 13,046 shares; 2025Q1: 12,976 shares; 2025Q2: 12,776 shares 12,776 $3.01M 0.02% -200 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: 54,410 shares; 2024Q4: 51,280 shares; 2025Q1: 36,772 shares; 2025Q2: 32,717 shares 32,717 $3M 0.02% -4,055 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: 24,290 shares; 2024Q4: 22,856 shares; 2025Q1: 21,126 shares; 2025Q2: 22,528 shares 22,528 $3M 0.02% +1,402 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,654 shares; 2024Q4: 79,799 shares; 2025Q1: 90,299 shares; 2025Q2: 96,539 shares 96,539 $2.99M 0.02% +6,240 Timeline EDV 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: 44,267 shares; 2024Q4: 44,267 shares; 2025Q1: 44,267 shares; 2025Q2: 44,267 shares 44,267 $2.98M 0.02% 0 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,984 shares; 2024Q4: 137,670 shares; 2025Q1: 133,418 shares; 2025Q2: 135,715 shares 135,715 $2.98M 0.02% +2,297 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,591 shares; 2025Q1: 17,422 shares; 2025Q2: 23,720 shares 23,720 $2.94M 0.02% +6,298 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 8,541 shares; 2025Q1: 10,328 shares; 2025Q2: 12,173 shares 12,173 $2.94M 0.02% +1,845 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: 80,395 shares; 2024Q4: 67,739 shares; 2025Q1: 56,261 shares; 2025Q2: 51,632 shares 51,632 $2.92M 0.02% -4,629 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,027 shares; 2024Q4: 22,275 shares; 2025Q1: 20,870 shares; 2025Q2: 21,195 shares 21,195 $2.91M 0.02% +325 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: 20,980 shares; 2024Q4: 21,210 shares; 2025Q1: 21,033 shares; 2025Q2: 20,636 shares 20,636 $2.91M 0.02% -397 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: 29,920 shares; 2024Q4: 27,915 shares; 2025Q1: 25,234 shares; 2025Q2: 26,283 shares 26,283 $2.88M 0.02% +1,049 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,737 shares; 2025Q1: 6,598 shares; 2025Q2: 6,491 shares 6,491 $2.87M 0.02% -107 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 14,767 shares; 2025Q1: 14,485 shares; 2025Q2: 18,661 shares 18,661 $2.87M 0.02% +4,176 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,075 shares; 2024Q4: 24,225 shares; 2025Q1: 23,319 shares; 2025Q2: 23,160 shares 23,160 $2.81M 0.02% -159 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,935 shares; 2024Q4: 21,385 shares; 2025Q1: 21,684 shares; 2025Q2: 20,768 shares 20,768 $2.81M 0.02% -916 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: 26,176 shares; 2024Q4: 24,210 shares; 2025Q1: 22,575 shares; 2025Q2: 12,340 shares 12,340 $2.81M 0.02% -10,235 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,987 shares; 2024Q4: 16,692 shares; 2025Q1: 18,231 shares; 2025Q2: 37,633 shares 37,633 $2.8M 0.02% +19,402 Timeline VGLT 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: 47,030 shares; 2024Q4: 46,221 shares; 2025Q1: 46,021 shares; 2025Q2: 49,916 shares 49,916 $2.8M 0.02% +3,895 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,698 shares; 2025Q2: 42,757 shares 42,757 $2.79M 0.02% +3,059 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: 7,050 shares; 2024Q4: 6,704 shares; 2025Q1: 10,082 shares; 2025Q2: 13,125 shares 13,125 $2.79M 0.02% +3,043 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,370 shares; 2024Q4: 28,967 shares; 2025Q1: 29,116 shares; 2025Q2: 49,208 shares 49,208 $2.78M 0.02% +20,092 Timeline DFUV 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: 65,733 shares; 2024Q4: 65,733 shares; 2025Q1: 65,327 shares; 2025Q2: 65,327 shares 65,327 $2.76M 0.02% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 15,475 shares; 2025Q2: 20,526 shares 20,526 $2.76M 0.02% +5,051 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: 28,307 shares; 2024Q4: 27,591 shares; 2025Q1: 27,248 shares; 2025Q2: 34,509 shares 34,509 $2.75M 0.02% +7,261 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: 77,797 shares; 2024Q4: 75,388 shares; 2025Q1: 66,514 shares; 2025Q2: 60,360 shares 60,360 $2.73M 0.02% -6,154 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: 18,292 shares; 2024Q4: 18,194 shares; 2025Q1: 20,773 shares; 2025Q2: 21,025 shares 21,025 $2.72M 0.02% +252 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 14,754 shares; 2025Q1: 14,897 shares; 2025Q2: 21,360 shares 21,360 $2.72M 0.02% +6,463 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,644 shares; 2024Q4: 35,467 shares; 2025Q1: 26,905 shares; 2025Q2: 30,218 shares 30,218 $2.7M 0.02% +3,313 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: 50,581 shares; 2024Q4: 48,894 shares; 2025Q1: 46,453 shares; 2025Q2: 42,772 shares 42,772 $2.69M 0.02% -3,681 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: 19,946 shares; 2024Q4: 19,849 shares; 2025Q1: 19,921 shares; 2025Q2: 19,926 shares 19,926 $2.68M 0.02% +5 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,311 shares; 2024Q4: 27,864 shares; 2025Q1: 28,456 shares; 2025Q2: 29,035 shares 29,035 $2.65M 0.02% +579 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,498 shares; 2024Q4: 23,399 shares; 2025Q1: 20,596 shares; 2025Q2: 22,435 shares 22,435 $2.65M 0.02% +1,839 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,080 shares; 2024Q4: 77,641 shares; 2025Q1: 78,516 shares; 2025Q2: 104,212 shares 104,212 $2.64M 0.02% +25,696 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: 25,167 shares; 2024Q4: 25,044 shares; 2025Q1: 24,752 shares; 2025Q2: 21,881 shares 21,881 $2.61M 0.02% -2,871 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: 11,977 shares; 2024Q4: 10,936 shares; 2025Q1: 9,915 shares; 2025Q2: 8,802 shares 8,802 $2.58M 0.02% -1,113 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,277 shares; 2024Q4: 74,180 shares; 2025Q1: 93,933 shares; 2025Q2: 106,305 shares 106,305 $2.58M 0.02% +12,372 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,306 shares; 2025Q1: 4,276 shares; 2025Q2: 4,340 shares 4,340 $2.57M 0.02% +64 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,362 shares; 2024Q4: 31,981 shares; 2025Q1: 32,922 shares; 2025Q2: 32,922 shares 32,922 $2.55M 0.02% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,026 shares 25,026 $2.53M 0.02% new 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: 49,697 shares; 2024Q4: 50,164 shares; 2025Q1: 47,175 shares; 2025Q2: 48,160 shares 48,160 $2.52M 0.02% +985 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,422 shares; 2024Q4: 44,257 shares; 2025Q1: 45,057 shares; 2025Q2: 36,442 shares 36,442 $2.52M 0.02% -8,615 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,916 shares; 2024Q4: 13,360 shares; 2025Q1: 13,233 shares; 2025Q2: 13,219 shares 13,219 $2.49M 0.02% -14 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: 38,723 shares; 2024Q4: 36,034 shares; 2025Q1: 34,373 shares; 2025Q2: 31,751 shares 31,751 $2.48M 0.02% -2,622 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,254 shares; 2025Q1: 3,863 shares; 2025Q2: 4,752 shares 4,752 $2.44M 0.02% +889 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: 16,863 shares; 2024Q4: 15,555 shares; 2025Q1: 15,016 shares; 2025Q2: 14,496 shares 14,496 $2.41M 0.02% -520 Timeline ISHARES TR 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: 61,303 shares; 2024Q4: 103,061 shares; 2025Q1: 106,706 shares; 2025Q2: 95,179 shares 95,179 $2.4M 0.02% -11,527 WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 8,421 shares; 2025Q1: 10,969 shares; 2025Q2: 10,946 shares 10,946 $2.39M 0.02% -23 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: 35,231 shares; 2024Q4: 35,680 shares; 2025Q1: 30,671 shares; 2025Q2: 27,857 shares 27,857 $2.38M 0.02% -2,814 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,533 shares; 2024Q4: 25,541 shares; 2025Q1: 25,477 shares; 2025Q2: 35,283 shares 35,283 $2.38M 0.02% +9,806 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,666 shares; 2024Q4: 30,071 shares; 2025Q1: 31,705 shares; 2025Q2: 43,810 shares 43,810 $2.38M 0.02% +12,105 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: 11,874 shares; 2024Q4: 11,627 shares; 2025Q1: 11,367 shares; 2025Q2: 10,845 shares 10,845 $2.36M 0.02% -522 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,941 shares; 2024Q4: 101,736 shares; 2025Q1: 56,542 shares; 2025Q2: 40,415 shares 40,415 $2.34M 0.02% -16,127 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: 13,951 shares; 2024Q4: 13,035 shares; 2025Q1: 14,915 shares; 2025Q2: 25,494 shares 25,494 $2.33M 0.02% +10,579 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: 20,161 shares; 2024Q4: 18,540 shares; 2025Q1: 18,226 shares; 2025Q2: 19,441 shares 19,441 $2.32M 0.02% +1,215 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,851 shares; 2024Q4: 28,164 shares; 2025Q1: 28,423 shares; 2025Q2: 29,155 shares 29,155 $2.32M 0.02% +732 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,185 shares; 2024Q4: 40,185 shares; 2025Q1: 40,222 shares; 2025Q2: 40,222 shares 40,222 $2.32M 0.02% 0 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: 2,345 shares; 2024Q4: 12,830 shares; 2025Q1: 30,047 shares; 2025Q2: 32,167 shares 32,167 $2.32M 0.02% +2,120 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,325 shares; 2024Q4: 21,626 shares; 2025Q1: 21,611 shares; 2025Q2: 21,593 shares 21,593 $2.29M 0.02% -18 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: 4,382 shares; 2024Q4: 4,946 shares; 2025Q1: 5,500 shares; 2025Q2: 5,403 shares 5,403 $2.27M 0.02% -97 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: 34,933 shares; 2024Q4: 34,750 shares; 2025Q1: 32,830 shares; 2025Q2: 33,699 shares 33,699 $2.26M 0.02% +869 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: 375 shares; 2024Q4: 386 shares; 2025Q1: 380 shares; 2025Q2: 386 shares 386 $2.23M 0.02% +6 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,481 shares; 2024Q4: 11,292 shares; 2025Q1: 10,850 shares; 2025Q2: 10,660 shares 10,660 $2.18M 0.02% -190 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: 14,246 shares; 2024Q4: 14,332 shares; 2025Q1: 14,016 shares; 2025Q2: 13,667 shares 13,667 $2.16M 0.01% -349 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,845 shares; 2024Q4: 20,954 shares; 2025Q1: 18,010 shares; 2025Q2: 19,913 shares 19,913 $2.13M 0.01% +1,903 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: 47,319 shares; 2024Q4: 44,875 shares; 2025Q1: 35,736 shares; 2025Q2: 19,751 shares 19,751 $2.12M 0.01% -15,985 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: 10,580 shares; 2024Q4: 10,064 shares; 2025Q1: 10,025 shares; 2025Q2: 9,659 shares 9,659 $2.11M 0.01% -366 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: 26,022 shares; 2024Q4: 23,386 shares; 2025Q1: 23,705 shares; 2025Q2: 71,710 shares 71,710 $2.11M 0.01% +48,005 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares 1,077 $2.11M 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,850 shares; 2024Q4: 22,439 shares; 2025Q1: 22,240 shares; 2025Q2: 28,118 shares 28,118 $2.1M 0.01% +5,878 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: 11,035 shares; 2024Q4: 9,138 shares; 2025Q1: 7,658 shares; 2025Q2: 7,750 shares 7,750 $2.09M 0.01% +92 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,012 shares; 2024Q4: 43,198 shares; 2025Q1: 49,019 shares; 2025Q2: 68,543 shares 68,543 $2.06M 0.01% +19,524 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,867 shares; 2024Q4: 33,285 shares; 2025Q1: 31,521 shares; 2025Q2: 29,350 shares 29,350 $2.05M 0.01% -2,171 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 6,252 shares; 2025Q1: 6,207 shares; 2025Q2: 7,011 shares 7,011 $2.04M 0.01% +804 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares 18,000 $2.03M 0.01% 0 Timeline DFAX 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: 69,971 shares; 2024Q4: 69,380 shares; 2025Q1: 69,380 shares; 2025Q2: 68,678 shares 68,678 $2.02M 0.01% -702 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,448 shares; 2024Q4: 45,667 shares; 2025Q1: 50,052 shares; 2025Q2: 44,289 shares 44,289 $2.01M 0.01% -5,763 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,904 shares; 2024Q4: 24,029 shares; 2025Q1: 23,957 shares; 2025Q2: 22,411 shares 22,411 $2M 0.01% -1,546 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,649 shares; 2024Q4: 127,722 shares; 2025Q1: 119,931 shares; 2025Q2: 90,279 shares 90,279 $1.97M 0.01% -29,652 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: not reported; 2025Q1: 19,908 shares; 2025Q2: 20,144 shares 20,144 $1.96M 0.01% +236 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: 2,911 shares; 2024Q4: 2,837 shares; 2025Q1: 2,753 shares; 2025Q2: 2,668 shares 2,668 $1.96M 0.01% -85 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 515 shares; 2025Q1: 520 shares; 2025Q2: 521 shares 521 $1.93M 0.01% +1 Timeline IBMO 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: 70,457 shares; 2024Q4: 72,496 shares; 2025Q1: 75,039 shares; 2025Q2: 74,452 shares 74,452 $1.91M 0.01% -587 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: 3,197 shares; 2024Q4: 3,247 shares; 2025Q1: 3,395 shares; 2025Q2: 3,473 shares 3,473 $1.91M 0.01% +78 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,735 shares; 2024Q4: 352,510 shares; 2025Q1: 35,432 shares; 2025Q2: 25,835 shares 25,835 $1.9M 0.01% -9,597 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,593 shares; 2024Q4: 474,021 shares; 2025Q1: 506,484 shares; 2025Q2: 338,759 shares 338,759 $1.88M 0.01% -167,725 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 4,892 shares; 2025Q1: 5,959 shares; 2025Q2: 6,611 shares 6,611 $1.88M 0.01% +652 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,866 shares; 2024Q4: 57,249 shares; 2025Q1: 64,812 shares; 2025Q2: 65,125 shares 65,125 $1.85M 0.01% +313 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,021 shares; 2024Q4: 26,424 shares; 2025Q1: 36,717 shares; 2025Q2: 37,393 shares 37,393 $1.85M 0.01% +676 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,555 shares; 2024Q4: 57,302 shares; 2025Q1: 55,825 shares; 2025Q2: 55,596 shares 55,596 $1.82M 0.01% -229 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,039 shares; 2024Q4: 14,039 shares; 2025Q1: 13,887 shares; 2025Q2: 13,600 shares 13,600 $1.81M 0.01% -287 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,935 shares; 2024Q4: 53,272 shares; 2025Q1: 80,189 shares; 2025Q2: 108,557 shares 108,557 $1.81M 0.01% +28,368 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,153 shares; 2024Q4: 76,440 shares; 2025Q1: 76,442 shares; 2025Q2: 81,124 shares 81,124 $1.79M 0.01% +4,682 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,721 shares; 2024Q4: 31,839 shares; 2025Q1: 27,458 shares; 2025Q2: 20,432 shares 20,432 $1.78M 0.01% -7,026 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: 5,944 shares; 2024Q4: 5,769 shares; 2025Q1: 5,334 shares; 2025Q2: 5,337 shares 5,337 $1.76M 0.01% +3 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,536 shares; 2024Q4: 29,274 shares; 2025Q1: 28,619 shares; 2025Q2: 28,865 shares 28,865 $1.75M 0.01% +246 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: 8,913 shares; 2024Q4: 9,006 shares; 2025Q1: 8,496 shares; 2025Q2: 7,973 shares 7,973 $1.74M 0.01% -523 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,565 shares; 2025Q2: 58,636 shares 58,636 $1.69M 0.01% +33,071 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,745 shares; 2024Q4: 166,879 shares; 2025Q1: 166,250 shares; 2025Q2: 159,784 shares 159,784 $1.66M 0.01% -6,466 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,054 shares; 2025Q1: 2,958 shares; 2025Q2: 2,900 shares 2,900 $1.64M 0.01% -58 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,279 shares; 2025Q1: 2,128 shares; 2025Q2: 2,229 shares 2,229 $1.63M 0.01% +101 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,655 shares; 2024Q4: 18,063 shares; 2025Q1: 15,905 shares; 2025Q2: 14,295 shares 14,295 $1.63M 0.01% -1,610 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: 6,207 shares; 2024Q4: 31,200 shares; 2025Q1: 31,129 shares; 2025Q2: 30,784 shares 30,784 $1.62M 0.01% -345 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: 7,712 shares; 2024Q4: 8,372 shares; 2025Q1: 8,228 shares; 2025Q2: 9,261 shares 9,261 $1.6M 0.01% +1,033 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 4,719 shares; 2025Q1: 4,717 shares; 2025Q2: 4,811 shares 4,811 $1.6M 0.01% +94 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: 82,954 shares; 2024Q4: 91,867 shares; 2025Q1: 91,868 shares; 2025Q2: 61,655 shares 61,655 $1.59M 0.01% -30,213 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: 12,250 shares; 2024Q4: 12,083 shares; 2025Q1: 10,770 shares; 2025Q2: 10,752 shares 10,752 $1.59M 0.01% -18 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: 13,342 shares; 2024Q4: 12,801 shares; 2025Q1: 12,060 shares; 2025Q2: 11,754 shares 11,754 $1.58M 0.01% -306 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,162 shares; 2024Q4: 23,111 shares; 2025Q1: 22,040 shares; 2025Q2: 27,120 shares 27,120 $1.58M 0.01% +5,080 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: 1,712 shares; 2024Q4: 1,871 shares; 2025Q1: 1,797 shares; 2025Q2: 1,764 shares 1,764 $1.58M 0.01% -33 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: 38,726 shares; 2024Q4: 37,436 shares; 2025Q1: 38,067 shares; 2025Q2: 31,988 shares 31,988 $1.57M 0.01% -6,079 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: 23,136 shares; 2024Q4: 20,543 shares; 2025Q1: 20,272 shares; 2025Q2: 21,177 shares 21,177 $1.57M 0.01% +905 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,139 shares; 2024Q4: 46,139 shares; 2025Q1: 46,139 shares; 2025Q2: 46,314 shares 46,314 $1.56M 0.01% +175 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: 7,474 shares; 2024Q4: 7,100 shares; 2025Q1: 6,004 shares; 2025Q2: 5,389 shares 5,389 $1.55M 0.01% -615 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: 2,564 shares; 2024Q4: 2,557 shares; 2025Q1: 2,539 shares; 2025Q2: 5,902 shares 5,902 $1.53M 0.01% +3,363 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,320 shares; 2024Q4: 24,235 shares; 2025Q1: 24,235 shares; 2025Q2: 24,235 shares 24,235 $1.52M 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 843 shares; 2025Q1: 2,219 shares; 2025Q2: 2,878 shares 2,878 $1.51M 0.01% +659 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,000 shares; 2024Q4: 145,000 shares; 2025Q1: 130,000 shares; 2025Q2: 120,000 shares 120,000 $1.5M 0.01% -10,000 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,510 shares; 2024Q4: 34,423 shares; 2025Q1: 10,977 shares; 2025Q2: 11,296 shares 11,296 $1.49M 0.01% +319 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: 24,246 shares; 2024Q4: 23,045 shares; 2025Q1: 22,314 shares; 2025Q2: 21,758 shares 21,758 $1.49M 0.01% -556 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,324 shares; 2024Q4: 17,622 shares; 2025Q1: 15,942 shares; 2025Q2: 22,135 shares 22,135 $1.49M 0.01% +6,193 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,225 shares; 2024Q4: 34,385 shares; 2025Q1: 35,134 shares; 2025Q2: 47,713 shares 47,713 $1.48M 0.01% +12,579 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,876 shares; 2024Q4: 7,625 shares; 2025Q1: 7,504 shares; 2025Q2: 8,146 shares 8,146 $1.48M 0.01% +642 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,171 shares; 2024Q4: 38,023 shares; 2025Q1: 36,053 shares; 2025Q2: 29,924 shares 29,924 $1.47M 0.01% -6,129 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: 10,585 shares; 2024Q4: 11,863 shares; 2025Q1: 11,625 shares; 2025Q2: 8,509 shares 8,509 $1.47M 0.01% -3,116 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 3,621 shares; 2025Q1: 1,947 shares; 2025Q2: 12,891 shares 12,891 $1.46M 0.01% +10,944 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: 18,492 shares; 2024Q4: 18,384 shares; 2025Q1: 18,593 shares; 2025Q2: 17,834 shares 17,834 $1.46M 0.01% -759 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: 18,285 shares; 2024Q4: 18,605 shares; 2025Q1: 17,477 shares; 2025Q2: 16,888 shares 16,888 $1.44M 0.01% -589 Timeline KFRC KFORCE INC More: the full row for KFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,118 shares; 2024Q4: 34,211 shares; 2025Q1: 34,575 shares; 2025Q2: 34,781 shares 34,781 $1.43M 0.01% +206 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: 2,547 shares; 2024Q4: 2,505 shares; 2025Q1: 2,359 shares; 2025Q2: 2,131 shares 2,131 $1.41M 0.01% -228 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,551 shares; 2024Q4: 57,527 shares; 2025Q1: 53,563 shares; 2025Q2: 62,318 shares 62,318 $1.4M 0.01% +8,755 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,500 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 194,000 shares 194,000 $1.4M 0.01% +159,000 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,377 shares; 2024Q4: 29,273 shares; 2025Q1: 29,844 shares; 2025Q2: 37,458 shares 37,458 $1.4M 0.01% +7,614 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,941 shares; 2024Q4: 18,098 shares; 2025Q1: 18,352 shares; 2025Q2: 18,444 shares 18,444 $1.4M 0.01% +92 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 11,995 shares; 2025Q1: 30,722 shares; 2025Q2: 59,685 shares 59,685 $1.39M 0.01% +28,963 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: not reported; 2024Q4: 113 shares; 2025Q1: not reported; 2025Q2: 754 shares 754 $1.38M 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,695 shares; 2024Q4: 6,732 shares; 2025Q1: 5,262 shares; 2025Q2: 5,041 shares 5,041 $1.38M 0.01% -221 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,697 shares; 2024Q4: 36,034 shares; 2025Q1: 42,851 shares; 2025Q2: 40,537 shares 40,537 $1.37M 0.01% -2,314 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,805 shares; 2024Q4: 13,568 shares; 2025Q1: 13,568 shares; 2025Q2: 26,232 shares 26,232 $1.35M 0.01% +12,664 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: 16,840 shares; 2024Q4: 15,793 shares; 2025Q1: 15,864 shares; 2025Q2: 14,769 shares 14,769 $1.35M 0.01% -1,095 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,299 shares; 2024Q4: 61,339 shares; 2025Q1: 44,900 shares; 2025Q2: 35,839 shares 35,839 $1.34M 0.01% -9,061 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,489 shares; 2024Q4: 55,898 shares; 2025Q1: 54,537 shares; 2025Q2: 51,534 shares 51,534 $1.34M 0.01% -3,003 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,681 shares 4,681 $1.33M 0.01% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,902 shares; 2024Q4: 17,426 shares; 2025Q1: 18,656 shares; 2025Q2: 19,195 shares 19,195 $1.33M 0.01% +539 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,303 shares; 2024Q4: 7,914 shares; 2025Q1: 7,428 shares; 2025Q2: 8,024 shares 8,024 $1.32M 0.01% +596 Timeline CHAMPIONX CORPORATION CHAMPIONX CORPORATION More: the full row for CHAMPIONX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,366 shares; 2024Q4: 44,116 shares; 2025Q1: 40,551 shares; 2025Q2: 52,925 shares 52,925 $1.31M 0.01% +12,374 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: 6,106 shares; 2024Q4: 6,099 shares; 2025Q1: 5,487 shares; 2025Q2: 5,218 shares 5,218 $1.31M 0.01% -269 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,765 shares; 2024Q4: 54,311 shares; 2025Q1: 52,918 shares; 2025Q2: 66,021 shares 66,021 $1.3M 0.01% +13,103 Timeline IBTG 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: 43,805 shares; 2025Q1: 54,755 shares; 2025Q2: 56,664 shares 56,664 $1.3M 0.01% +1,909 Timeline IBMP 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: 43,396 shares; 2024Q4: 46,668 shares; 2025Q1: 49,669 shares; 2025Q2: 51,223 shares 51,223 $1.3M 0.01% +1,554 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,293 shares 156,293 $1.3M 0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 38,002 shares; 2025Q1: 15,979 shares; 2025Q2: 16,522 shares 16,522 $1.28M 0.01% +543 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: 2,763 shares; 2024Q4: 2,741 shares; 2025Q1: 1,217 shares; 2025Q2: 1,214 shares 1,214 $1.26M 0.01% -3 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,933 shares; 2024Q4: 6,916 shares; 2025Q1: 9,454 shares; 2025Q2: 18,325 shares 18,325 $1.26M 0.01% +8,871 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,173 shares; 2024Q4: 16,683 shares; 2025Q1: 17,238 shares; 2025Q2: 20,017 shares 20,017 $1.25M 0.01% +2,779 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,575 shares; 2024Q4: 23,869 shares; 2025Q1: 22,289 shares; 2025Q2: 22,644 shares 22,644 $1.25M 0.01% +355 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,934 shares; 2024Q4: 17,942 shares; 2025Q1: 19,345 shares; 2025Q2: 16,215 shares 16,215 $1.24M 0.01% -3,130 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,012 shares; 2024Q4: 15,012 shares; 2025Q1: 14,832 shares; 2025Q2: 14,832 shares 14,832 $1.24M 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,090 shares; 2024Q4: 33,090 shares; 2025Q1: 42,205 shares; 2025Q2: 68,205 shares 68,205 $1.24M 0.01% +26,000 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: 2,393 shares; 2025Q2: 12,271 shares 12,271 $1.24M 0.01% +9,878 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: 7,354 shares; 2024Q4: 17,077 shares; 2025Q1: 16,924 shares; 2025Q2: 14,874 shares 14,874 $1.23M 0.01% -2,050 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,702 shares; 2024Q4: 8,306 shares; 2025Q1: 8,282 shares; 2025Q2: 8,289 shares 8,289 $1.23M 0.01% +7 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,417 shares; 2024Q4: 14,417 shares; 2025Q1: 14,417 shares; 2025Q2: 14,417 shares 14,417 $1.22M 0.01% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,418 shares; 2024Q4: 14,440 shares; 2025Q1: 16,488 shares; 2025Q2: 16,488 shares 16,488 $1.22M 0.01% 0 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: 30,004 shares; 2024Q4: 30,615 shares; 2025Q1: 29,827 shares; 2025Q2: 31,224 shares 31,224 $1.2M 0.01% +1,397 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD 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: 550 shares; 2025Q1: 550 shares; 2025Q2: 658 shares 658 $1.18M 0.01% +108 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: 17,588 shares; 2024Q4: 16,780 shares; 2025Q1: 16,570 shares; 2025Q2: 15,823 shares 15,823 $1.18M 0.01% -747 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,104 shares; 2024Q4: 44,131 shares; 2025Q1: 41,138 shares; 2025Q2: 38,774 shares 38,774 $1.16M 0.01% -2,364 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,789 shares; 2024Q4: 9,345 shares; 2025Q1: 8,845 shares; 2025Q2: 8,024 shares 8,024 $1.15M 0.01% -821 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,033 shares; 2024Q4: 47,756 shares; 2025Q1: 47,156 shares; 2025Q2: 46,733 shares 46,733 $1.14M 0.01% -423 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: 14,304 shares; 2024Q4: 13,492 shares; 2025Q1: 13,812 shares; 2025Q2: 13,561 shares 13,561 $1.11M 0.01% -251 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,846 shares; 2024Q4: 40,305 shares; 2025Q1: 38,415 shares; 2025Q2: 34,479 shares 34,479 $1.1M 0.01% -3,936 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,194 shares; 2025Q1: 2,060 shares; 2025Q2: 1,929 shares 1,929 $1.09M 0.01% -131 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,147 shares 1,147 $1.09M 0.01% -119 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,211 shares; 2025Q1: 7,757 shares; 2025Q2: 8,199 shares 8,199 $1.08M 0.01% +442 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 34,971 shares; 2025Q1: 36,653 shares; 2025Q2: 25,865 shares 25,865 $1.06M 0.01% -10,788 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 6,360 shares; 2025Q1: 7,519 shares; 2025Q2: 7,383 shares 7,383 $1.06M 0.01% -136 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,694 shares; 2024Q4: 102,073 shares; 2025Q1: 79,051 shares; 2025Q2: 68,435 shares 68,435 $1.05M 0.01% -10,616 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: 11,684 shares; 2024Q4: 11,927 shares; 2025Q1: 10,932 shares; 2025Q2: 9,270 shares 9,270 $1.03M 0.01% -1,662 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,128 shares; 2024Q4: 18,118 shares; 2025Q1: 18,269 shares; 2025Q2: 19,614 shares 19,614 $1.03M 0.01% +1,345 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: 8,674 shares; 2024Q4: 11,199 shares; 2025Q1: 11,034 shares; 2025Q2: 21,000 shares 21,000 $1.03M 0.01% +9,966 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: 253 shares; 2024Q4: 334 shares; 2025Q1: 353 shares; 2025Q2: 388 shares 388 $1.01M 0.01% +35 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,633 shares; 2024Q4: 64,634 shares; 2025Q1: 64,634 shares; 2025Q2: 46,718 shares 46,718 $1M 0.01% -17,916 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,143 shares; 2025Q1: 4,455 shares; 2025Q2: 4,604 shares 4,604 $1M 0.01% +149 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,365 shares; 2024Q4: 10,225 shares; 2025Q1: 9,817 shares; 2025Q2: 9,491 shares 9,491 $987K 0.01% -326 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,270 shares; 2024Q4: 20,561 shares; 2025Q1: 20,800 shares; 2025Q2: 20,961 shares 20,961 $982K 0.01% +161 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,995 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares 2,002 $978K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,738 shares 22,738 $975K 0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,095 shares 11,095 $975K 0.01% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,061 shares; 2024Q4: 10,558 shares; 2025Q1: 10,358 shares; 2025Q2: 9,466 shares 9,466 $975K 0.01% -892 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 2,869 shares; 2025Q1: 2,564 shares; 2025Q2: 2,465 shares 2,465 $959K 0.01% -99 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: 9,770 shares; 2024Q4: 9,606 shares; 2025Q1: 7,458 shares; 2025Q2: 7,493 shares 7,493 $951K 0.01% +35 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,239 shares; 2024Q4: 5,945 shares; 2025Q1: 5,833 shares; 2025Q2: 5,066 shares 5,066 $949K 0.01% -767 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,413 shares; 2025Q2: 7,330 shares 7,330 $943K 0.01% -83 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,210 shares; 2024Q4: 6,014 shares; 2025Q1: 5,945 shares; 2025Q2: 6,164 shares 6,164 $932K 0.01% +219 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 6,327 shares; 2025Q1: 6,346 shares; 2025Q2: 5,737 shares 5,737 $931K 0.01% -609 Timeline