SPYM 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: 3,205,369 shares; 2024Q4: 3,613,912 shares; 2025Q1: 4,023,317 shares; 2025Q2: 4,312,251 shares 4,312,251 $313M 7.7% +288,934 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: 1,877,590 shares; 2024Q4: 2,220,633 shares; 2025Q1: 2,494,414 shares; 2025Q2: 2,649,344 shares 2,649,344 $221M 5.43% +154,930 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: 348,520 shares; 2024Q4: 340,880 shares; 2025Q1: 348,814 shares; 2025Q2: 344,699 shares 344,699 $213M 5.23% -4,115 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260,561 shares; 2024Q4: 3,617,793 shares; 2025Q1: 3,923,459 shares; 2025Q2: 4,141,363 shares 4,141,363 $192M 4.71% +217,904 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473,630 shares; 2024Q4: 5,690,525 shares; 2025Q1: 6,104,423 shares; 2025Q2: 6,389,947 shares 6,389,947 $147M 3.61% +285,524 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: 426,442 shares; 2024Q4: 446,037 shares; 2025Q1: 455,868 shares; 2025Q2: 461,990 shares 461,990 $94.6M 2.32% +6,122 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: 815,623 shares; 2024Q4: 975,785 shares; 2025Q1: 1,122,671 shares; 2025Q2: 1,306,563 shares 1,306,563 $83.5M 2.05% +183,892 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150,437 shares; 2024Q4: 1,259,783 shares; 2025Q1: 1,346,379 shares; 2025Q2: 1,412,670 shares 1,412,670 $83M 2.04% +66,291 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,845 shares; 2024Q4: 156,264 shares; 2025Q1: 183,036 shares; 2025Q2: 206,087 shares 206,087 $81.7M 2.01% +23,051 Timeline VXF 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: 328,412 shares; 2024Q4: 365,560 shares; 2025Q1: 397,338 shares; 2025Q2: 420,323 shares 420,323 $81M 1.99% +22,985 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808,098 shares; 2024Q4: 1,117,851 shares; 2025Q1: 1,290,398 shares; 2025Q2: 1,449,210 shares 1,449,210 $77.2M 1.9% +158,812 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: 939,577 shares; 2024Q4: 965,739 shares; 2025Q1: 918,698 shares; 2025Q2: 897,233 shares 897,233 $74.3M 1.83% -21,465 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: 124,974 shares; 2024Q4: 118,739 shares; 2025Q1: 124,650 shares; 2025Q2: 122,537 shares 122,537 $61M 1.5% -2,113 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: 640,696 shares; 2024Q4: 613,091 shares; 2025Q1: 586,168 shares; 2025Q2: 625,749 shares 625,749 $49.7M 1.22% +39,581 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,357 shares; 2024Q4: 493,402 shares; 2025Q1: 531,083 shares; 2025Q2: 559,551 shares 559,551 $49.4M 1.21% +28,468 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: 661,438 shares; 2024Q4: 715,040 shares; 2025Q1: 772,819 shares; 2025Q2: 807,749 shares 807,749 $48.5M 1.19% +34,930 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: 135,929 shares; 2024Q4: 131,698 shares; 2025Q1: 128,041 shares; 2025Q2: 105,489 shares 105,489 $44.8M 1.1% -22,552 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: 87,295 shares; 2024Q4: 81,882 shares; 2025Q1: not reported; 2025Q2: 77,871 shares 77,871 $43M 1.06% new 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: 70,449 shares; 2024Q4: 71,660 shares; 2025Q1: 74,783 shares; 2025Q2: 75,271 shares 75,271 $42.8M 1.05% +488 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: 440,312 shares; 2024Q4: 461,753 shares; 2025Q1: 482,566 shares; 2025Q2: 473,318 shares 473,318 $42.3M 1.04% -9,248 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: 361,867 shares; 2024Q4: 373,396 shares; 2025Q1: 364,598 shares; 2025Q2: 354,984 shares 354,984 $42.3M 1.04% -9,614 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,224 shares; 2024Q4: 59,813 shares; 2025Q1: 64,081 shares; 2025Q2: 66,907 shares 66,907 $41.5M 1.02% +2,826 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: 255,363 shares; 2024Q4: 378,602 shares; 2025Q1: 400,985 shares; 2025Q2: 414,305 shares 414,305 $41.1M 1.01% +13,320 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: 238,230 shares; 2024Q4: 238,096 shares; 2025Q1: 244,638 shares; 2025Q2: 246,732 shares 246,732 $39M 0.96% +2,094 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: 144,339 shares; 2024Q4: 143,764 shares; 2025Q1: 157,789 shares; 2025Q2: 162,271 shares 162,271 $35.6M 0.87% +4,482 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,588 shares; 2024Q4: 185,607 shares; 2025Q1: 184,182 shares; 2025Q2: 190,457 shares 190,457 $33.7M 0.83% +6,275 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: 401,020 shares; 2024Q4: 442,401 shares; 2025Q1: 546,464 shares; 2025Q2: 604,521 shares 604,521 $31.9M 0.78% +58,057 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: 79,135 shares; 2024Q4: 76,328 shares; 2025Q1: 75,267 shares; 2025Q2: 72,532 shares 72,532 $31.8M 0.78% -2,735 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: 333,444 shares; 2024Q4: 321,629 shares; 2025Q1: 257,609 shares; 2025Q2: 276,164 shares 276,164 $30.4M 0.75% +18,555 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: 41,392 shares; 2024Q4: 40,633 shares; 2025Q1: 42,782 shares; 2025Q2: 40,884 shares 40,884 $30.2M 0.74% -1,898 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: 94,595 shares; 2024Q4: 94,387 shares; 2025Q1: 95,472 shares; 2025Q2: 97,085 shares 97,085 $28.1M 0.69% +1,613 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,125 shares; 2024Q4: 816,753 shares; 2025Q1: 853,767 shares; 2025Q2: 1,004,274 shares 1,004,274 $26.6M 0.65% +150,507 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: 106,889 shares; 2024Q4: 114,912 shares; 2025Q1: 117,650 shares; 2025Q2: 118,933 shares 118,933 $24.4M 0.6% +1,283 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,557 shares; 2024Q4: 146,188 shares; 2025Q1: 178,755 shares; 2025Q2: 218,607 shares 218,607 $23.9M 0.59% +39,852 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: 175,934 shares; 2024Q4: 184,724 shares; 2025Q1: 197,568 shares; 2025Q2: 204,954 shares 204,954 $22.5M 0.55% +7,386 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: 414,663 shares; 2024Q4: 387,708 shares; 2025Q1: 375,378 shares; 2025Q2: 361,893 shares 361,893 $22.4M 0.55% -13,485 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,664 shares; 2024Q4: 244,933 shares; 2025Q1: 245,377 shares; 2025Q2: 269,337 shares 269,337 $22.3M 0.55% +23,960 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: 109,249 shares; 2024Q4: 147,935 shares; 2025Q1: 109,262 shares; 2025Q2: 112,827 shares 112,827 $21.9M 0.54% +3,565 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,132 shares; 2024Q4: 461,529 shares; 2025Q1: 637,150 shares; 2025Q2: 686,148 shares 686,148 $20M 0.49% +48,998 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: 67,273 shares; 2024Q4: 59,360 shares; 2025Q1: 62,575 shares; 2025Q2: 69,800 shares 69,800 $19.2M 0.47% +7,225 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: 116,416 shares; 2024Q4: 112,160 shares; 2025Q1: 114,036 shares; 2025Q2: 102,878 shares 102,878 $18.7M 0.46% -11,158 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: 100,045 shares; 2024Q4: 106,138 shares; 2025Q1: 99,272 shares; 2025Q2: 94,595 shares 94,595 $18.5M 0.45% -4,677 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,121 shares; 2024Q4: 235,015 shares; 2025Q1: 236,042 shares; 2025Q2: 206,203 shares 206,203 $16.2M 0.4% -29,839 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: 48,224 shares; 2024Q4: 48,156 shares; 2025Q1: 54,842 shares; 2025Q2: 57,567 shares 57,567 $16.1M 0.4% +2,725 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: 34,615 shares; 2024Q4: 39,519 shares; 2025Q1: 44,695 shares; 2025Q2: 51,235 shares 51,235 $15.6M 0.38% +6,540 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: 149,063 shares; 2024Q4: 149,318 shares; 2025Q1: 150,279 shares; 2025Q2: 138,647 shares 138,647 $15.2M 0.37% -11,632 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,605 shares; 2024Q4: 182,327 shares; 2025Q1: 173,466 shares; 2025Q2: 159,729 shares 159,729 $15.1M 0.37% -13,737 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,687 shares; 2024Q4: 139,566 shares; 2025Q1: 151,520 shares; 2025Q2: 158,694 shares 158,694 $15.1M 0.37% +7,174 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: 111,705 shares; 2024Q4: 101,900 shares; 2025Q1: 98,471 shares; 2025Q2: 84,501 shares 84,501 $14.9M 0.37% -13,970 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: 70,411 shares; 2024Q4: 68,344 shares; 2025Q1: 78,953 shares; 2025Q2: 80,146 shares 80,146 $14.9M 0.37% +1,193 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: 128,339 shares; 2024Q4: 115,083 shares; 2025Q1: 99,275 shares; 2025Q2: 98,106 shares 98,106 $13.3M 0.33% -1,169 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: 160,406 shares; 2024Q4: 180,977 shares; 2025Q1: 178,677 shares; 2025Q2: 167,432 shares 167,432 $12.9M 0.32% -11,245 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,644 shares; 2024Q4: 132,023 shares; 2025Q1: 131,901 shares; 2025Q2: 130,802 shares 130,802 $12.5M 0.31% -1,099 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: 37,667 shares; 2024Q4: 40,388 shares; 2025Q1: 46,985 shares; 2025Q2: 51,313 shares 51,313 $12.2M 0.3% +4,328 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: 28,481 shares; 2024Q4: 34,095 shares; 2025Q1: 36,672 shares; 2025Q2: 35,477 shares 35,477 $12M 0.3% -1,195 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: 258,954 shares; 2024Q4: 261,250 shares; 2025Q1: 269,244 shares; 2025Q2: 274,719 shares 274,719 $11.9M 0.29% +5,475 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,937 shares; 2024Q4: 259,052 shares; 2025Q1: 248,549 shares; 2025Q2: 245,526 shares 245,526 $11.7M 0.29% -3,023 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: 20,088 shares; 2024Q4: 19,764 shares; 2025Q1: 19,388 shares; 2025Q2: 20,556 shares 20,556 $11.6M 0.28% +1,168 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: 73,148 shares; 2024Q4: 73,814 shares; 2025Q1: 77,968 shares; 2025Q2: 79,358 shares 79,358 $11.4M 0.28% +1,390 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: 125,069 shares; 2024Q4: 128,392 shares; 2025Q1: 146,621 shares; 2025Q2: 150,175 shares 150,175 $11.1M 0.27% +3,554 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: 280,406 shares; 2024Q4: 263,615 shares; 2025Q1: 234,479 shares; 2025Q2: 309,264 shares 309,264 $10.7M 0.26% +74,785 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: 110,799 shares; 2024Q4: 120,807 shares; 2025Q1: 142,370 shares; 2025Q2: 153,411 shares 153,411 $10.7M 0.26% +11,041 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 5,109 shares; 2025Q1: 7,892 shares; 2025Q2: 7,915 shares 7,915 $10.6M 0.26% +23 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: 35,489 shares; 2024Q4: 32,218 shares; 2025Q1: 27,497 shares; 2025Q2: 29,490 shares 29,490 $10.5M 0.26% +1,993 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: 61,060 shares; 2024Q4: 58,274 shares; 2025Q1: 98,425 shares; 2025Q2: 117,926 shares 117,926 $10.3M 0.25% +19,501 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: 33,076 shares; 2024Q4: 56,407 shares; 2025Q1: 61,908 shares; 2025Q2: 64,810 shares 64,810 $9.9M 0.24% +2,902 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: 172,681 shares; 2024Q4: 144,648 shares; 2025Q1: 146,882 shares; 2025Q2: 150,058 shares 150,058 $9.81M 0.24% +3,176 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: 19,265 shares; 2024Q4: 17,966 shares; 2025Q1: 19,141 shares; 2025Q2: 14,481 shares 14,481 $9.6M 0.24% -4,660 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: 31,994 shares; 2024Q4: 50,171 shares; 2025Q1: 67,807 shares; 2025Q2: 88,007 shares 88,007 $9.36M 0.23% +20,200 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: 155,380 shares; 2024Q4: 183,505 shares; 2025Q1: 218,436 shares; 2025Q2: 253,299 shares 253,299 $9.35M 0.23% +34,863 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: 200,657 shares; 2024Q4: 198,051 shares; 2025Q1: 203,684 shares; 2025Q2: 201,114 shares 201,114 $9.1M 0.22% -2,570 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: 59,350 shares; 2024Q4: 60,850 shares; 2025Q1: 57,028 shares; 2025Q2: 41,188 shares 41,188 $8.89M 0.22% -15,840 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,611 shares; 2024Q4: 67,994 shares; 2025Q1: 85,435 shares; 2025Q2: 83,327 shares 83,327 $8.76M 0.22% -2,108 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: 92,686 shares; 2024Q4: 79,309 shares; 2025Q1: 82,352 shares; 2025Q2: 89,167 shares 89,167 $8.72M 0.21% +6,815 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: 42,314 shares; 2024Q4: 46,023 shares; 2025Q1: 45,927 shares; 2025Q2: 83,382 shares 83,382 $8.71M 0.21% +37,455 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,892 shares; 2024Q4: 40,148 shares; 2025Q1: 49,572 shares; 2025Q2: 55,474 shares 55,474 $8.34M 0.2% +5,902 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: 14,962 shares; 2024Q4: 15,163 shares; 2025Q1: 15,049 shares; 2025Q2: 16,903 shares 16,903 $8.21M 0.2% +1,854 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: 70,277 shares; 2024Q4: 70,378 shares; 2025Q1: 74,537 shares; 2025Q2: 78,517 shares 78,517 $8.15M 0.2% +3,980 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: 46,916 shares; 2024Q4: 48,927 shares; 2025Q1: 52,282 shares; 2025Q2: 60,165 shares 60,165 $7.99M 0.2% +7,883 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,219 shares; 2024Q4: 10,003 shares; 2025Q1: 9,898 shares; 2025Q2: 10,398 shares 10,398 $7.98M 0.2% +500 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: 150,403 shares; 2024Q4: 149,600 shares; 2025Q1: 152,555 shares; 2025Q2: 153,772 shares 153,772 $7.54M 0.19% +1,217 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: 142,540 shares; 2024Q4: 138,143 shares; 2025Q1: 148,208 shares; 2025Q2: 155,003 shares 155,003 $7.33M 0.18% +6,795 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: 33,127 shares; 2024Q4: 30,478 shares; 2025Q1: 31,476 shares; 2025Q2: 38,950 shares 38,950 $7.26M 0.18% +7,474 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: 21,642 shares; 2024Q4: 22,638 shares; 2025Q1: 24,113 shares; 2025Q2: 25,608 shares 25,608 $7.15M 0.18% +1,495 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: 98,409 shares; 2024Q4: 97,157 shares; 2025Q1: 103,804 shares; 2025Q2: 102,647 shares 102,647 $7.12M 0.17% -1,157 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: 51,261 shares; 2024Q4: 48,524 shares; 2025Q1: not reported; 2025Q2: 48,108 shares 48,108 $7.02M 0.17% new 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: 32,005 shares; 2024Q4: 41,353 shares; 2025Q1: 52,000 shares; 2025Q2: 63,946 shares 63,946 $6.89M 0.17% +11,946 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: 46,938 shares; 2024Q4: 31,265 shares; 2025Q1: 78,914 shares; 2025Q2: 99,674 shares 99,674 $6.88M 0.17% +20,760 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: 71,975 shares; 2024Q4: 68,750 shares; 2025Q1: 59,073 shares; 2025Q2: 69,489 shares 69,489 $6.86M 0.17% +10,416 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: 16,246 shares; 2024Q4: 13,791 shares; 2025Q1: 14,504 shares; 2025Q2: 14,477 shares 14,477 $6.79M 0.17% -27 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,532 shares; 2024Q4: 186,542 shares; 2025Q1: 200,022 shares; 2025Q2: 151,882 shares 151,882 $6.78M 0.17% -48,140 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: 16,883 shares; 2024Q4: 29,384 shares; 2025Q1: 32,180 shares; 2025Q2: 24,679 shares 24,679 $6.73M 0.17% -7,501 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: 74,788 shares; 2024Q4: 79,616 shares; 2025Q1: 100,794 shares; 2025Q2: 93,331 shares 93,331 $6.6M 0.16% -7,463 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: 98,284 shares; 2024Q4: 99,473 shares; 2025Q1: 103,844 shares; 2025Q2: 94,947 shares 94,947 $6.59M 0.16% -8,897 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,778 shares; 2024Q4: 81,581 shares; 2025Q1: 62,832 shares; 2025Q2: 57,518 shares 57,518 $6.35M 0.16% -5,314 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: 18,563 shares; 2024Q4: 18,971 shares; 2025Q1: 19,203 shares; 2025Q2: 17,102 shares 17,102 $6.27M 0.15% -2,101 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: 38,287 shares; 2024Q4: 40,465 shares; 2025Q1: 41,806 shares; 2025Q2: 46,185 shares 46,185 $6.14M 0.15% +4,379 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: 76,754 shares; 2024Q4: 74,829 shares; 2025Q1: 74,041 shares; 2025Q2: 75,877 shares 75,877 $6.08M 0.15% +1,836 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: 45,546 shares; 2024Q4: 49,821 shares; 2025Q1: 51,629 shares; 2025Q2: 51,460 shares 51,460 $6.07M 0.15% -169 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: 21,191 shares; 2024Q4: not reported; 2025Q1: 21,094 shares; 2025Q2: 26,672 shares 26,672 $6.04M 0.15% +5,578 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: 17,112 shares; 2024Q4: 16,239 shares; 2025Q1: 17,267 shares; 2025Q2: 18,389 shares 18,389 $6.02M 0.15% +1,122 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,919 shares 52,919 $5.95M 0.15% new 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: 740 shares; 2024Q4: 3,769 shares; 2025Q1: 9,545 shares; 2025Q2: 11,175 shares 11,175 $5.91M 0.15% +1,630 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: 20,952 shares; 2024Q4: 19,790 shares; 2025Q1: 18,878 shares; 2025Q2: 19,334 shares 19,334 $5.88M 0.14% +456 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: 37,905 shares; 2024Q4: 40,582 shares; 2025Q1: 43,030 shares; 2025Q2: 43,835 shares 43,835 $5.84M 0.14% +805 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,119 shares; 2024Q4: 51,114 shares; 2025Q1: 68,238 shares; 2025Q2: 76,410 shares 76,410 $5.69M 0.14% +8,172 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,127 shares; 2024Q4: 279,728 shares; 2025Q1: 314,380 shares; 2025Q2: 271,202 shares 271,202 $5.68M 0.14% -43,178 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,996 shares; 2024Q4: 77,903 shares; 2025Q1: 82,377 shares; 2025Q2: 67,258 shares 67,258 $5.59M 0.14% -15,119 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: 35,151 shares; 2024Q4: 33,477 shares; 2025Q1: 38,490 shares; 2025Q2: 30,941 shares 30,941 $5.49M 0.13% -7,549 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: 63,587 shares; 2024Q4: 60,132 shares; 2025Q1: 63,390 shares; 2025Q2: 68,219 shares 68,219 $5.49M 0.13% +4,829 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: 34,325 shares; 2024Q4: 27,959 shares; 2025Q1: 35,629 shares; 2025Q2: 38,145 shares 38,145 $5.37M 0.13% +2,516 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,796 shares; 2024Q4: 93,033 shares; 2025Q1: 108,510 shares; 2025Q2: 110,641 shares 110,641 $5.35M 0.13% +2,131 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,079 shares; 2024Q4: 12,592 shares; 2025Q1: 12,066 shares; 2025Q2: 14,234 shares 14,234 $5.34M 0.13% +2,168 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: 38,695 shares; 2024Q4: 39,390 shares; 2025Q1: 42,170 shares; 2025Q2: 39,082 shares 39,082 $5.32M 0.13% -3,088 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: 19,642 shares; 2024Q4: 22,344 shares; 2025Q1: 22,544 shares; 2025Q2: 22,618 shares 22,618 $5.2M 0.13% +74 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,345 shares; 2024Q4: 19,765 shares; 2025Q1: 19,953 shares; 2025Q2: 21,861 shares 21,861 $5.2M 0.13% +1,908 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: 99,295 shares; 2024Q4: 100,348 shares; 2025Q1: 111,534 shares; 2025Q2: 114,764 shares 114,764 $5.19M 0.13% +3,230 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: 19,144 shares; 2024Q4: 19,736 shares; 2025Q1: 19,548 shares; 2025Q2: 15,934 shares 15,934 $5.1M 0.13% -3,614 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: 42,664 shares; 2024Q4: 39,689 shares; 2025Q1: 42,317 shares; 2025Q2: 36,742 shares 36,742 $5.1M 0.13% -5,575 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,438 shares; 2024Q4: 72,433 shares; 2025Q1: not reported; 2025Q2: 81,768 shares 81,768 $5.02M 0.12% new 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: 64,960 shares; 2024Q4: 55,592 shares; 2025Q1: not reported; 2025Q2: 53,765 shares 53,765 $5.02M 0.12% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,467 shares; 2024Q4: 43,917 shares; 2025Q1: 40,188 shares; 2025Q2: 105,819 shares 105,819 $5.01M 0.12% +65,631 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: 83,039 shares; 2024Q4: 68,916 shares; 2025Q1: 78,174 shares; 2025Q2: 63,164 shares 63,164 $5M 0.12% -15,010 Timeline DEM 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: 72,638 shares; 2024Q4: 81,993 shares; 2025Q1: 103,345 shares; 2025Q2: 109,604 shares 109,604 $4.96M 0.12% +6,259 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: 57,509 shares; 2024Q4: 53,505 shares; 2025Q1: 45,225 shares; 2025Q2: 44,656 shares 44,656 $4.95M 0.12% -569 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: 43,525 shares; 2024Q4: 30,856 shares; 2025Q1: 30,167 shares; 2025Q2: 30,975 shares 30,975 $4.93M 0.12% +808 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,931 shares; 2024Q4: 56,153 shares; 2025Q1: 59,846 shares; 2025Q2: 66,708 shares 66,708 $4.92M 0.12% +6,862 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: 17,935 shares; 2024Q4: 17,646 shares; 2025Q1: 16,091 shares; 2025Q2: 16,445 shares 16,445 $4.85M 0.12% +354 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: 8,314 shares; 2024Q4: 8,176 shares; 2025Q1: 6,116 shares; 2025Q2: 6,097 shares 6,097 $4.8M 0.12% -19 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: 197,315 shares; 2024Q4: 174,246 shares; 2025Q1: 130,632 shares; 2025Q2: 165,286 shares 165,286 $4.78M 0.12% +34,654 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: 4,901 shares; 2025Q1: 4,866 shares; 2025Q2: 4,550 shares 4,550 $4.77M 0.12% -316 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: 141,185 shares; 2024Q4: 131,821 shares; 2025Q1: 124,017 shares; 2025Q2: 131,196 shares 131,196 $4.68M 0.12% +7,179 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: 11,046 shares; 2024Q4: 25,186 shares; 2025Q1: 12,757 shares; 2025Q2: 14,541 shares 14,541 $4.62M 0.11% +1,784 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: 12,543 shares; 2024Q4: 5,438 shares; 2025Q1: 5,607 shares; 2025Q2: 5,922 shares 5,922 $4.62M 0.11% +315 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,021 shares; 2024Q4: 59,707 shares; 2025Q1: 55,898 shares; 2025Q2: 55,830 shares 55,830 $4.5M 0.11% -68 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: 13,794 shares; 2024Q4: 13,823 shares; 2025Q1: 13,822 shares; 2025Q2: 14,090 shares 14,090 $4.49M 0.11% +268 Timeline SCHX 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: 52,755 shares; 2024Q4: 164,172 shares; 2025Q1: 164,825 shares; 2025Q2: 183,614 shares 183,614 $4.49M 0.11% +18,789 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,521 shares; 2024Q4: 42,652 shares; 2025Q1: 46,732 shares; 2025Q2: 48,481 shares 48,481 $4.46M 0.11% +1,749 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: 8,459 shares; 2024Q4: 8,774 shares; 2025Q1: 8,650 shares; 2025Q2: 8,166 shares 8,166 $4.36M 0.11% -484 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: 1,354 shares; 2024Q4: 1,343 shares; 2025Q1: 1,521 shares; 2025Q2: 20,400 shares 20,400 $4.34M 0.11% +18,879 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: 15,609 shares; 2024Q4: 15,903 shares; 2025Q1: 15,356 shares; 2025Q2: 14,422 shares 14,422 $4.31M 0.11% -934 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: 40,737 shares; 2024Q4: 42,884 shares; 2025Q1: 38,738 shares; 2025Q2: 29,476 shares 29,476 $4.29M 0.11% -9,262 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,117 shares; 2024Q4: 112,168 shares; 2025Q1: 129,847 shares; 2025Q2: 140,891 shares 140,891 $4.25M 0.1% +11,044 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,998 shares; 2024Q4: 39,207 shares; 2025Q1: 40,776 shares; 2025Q2: 39,472 shares 39,472 $4.24M 0.1% -1,304 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: 74,999 shares; 2024Q4: 86,883 shares; 2025Q1: 85,956 shares; 2025Q2: 85,567 shares 85,567 $4.23M 0.1% -389 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: 16,685 shares; 2024Q4: 17,791 shares; 2025Q1: 19,894 shares; 2025Q2: 16,450 shares 16,450 $4.17M 0.1% -3,444 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,670 shares; 2024Q4: 104,720 shares; 2025Q1: 113,791 shares; 2025Q2: 124,250 shares 124,250 $4.05M 0.1% +10,459 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: 20,563 shares; 2024Q4: 19,767 shares; 2025Q1: 8,659 shares; 2025Q2: 15,715 shares 15,715 $4.04M 0.1% +7,056 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: 3,900 shares; 2024Q4: 3,777 shares; 2025Q1: 11,878 shares; 2025Q2: 13,362 shares 13,362 $3.9M 0.1% +1,484 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: 13,333 shares; 2024Q4: 22,294 shares; 2025Q1: 28,252 shares; 2025Q2: 31,376 shares 31,376 $3.89M 0.1% +3,124 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,739 shares; 2024Q4: 14,562 shares; 2025Q1: 15,033 shares; 2025Q2: 15,974 shares 15,974 $3.89M 0.1% +941 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: 14,588 shares; 2024Q4: 15,531 shares; 2025Q1: 17,590 shares; 2025Q2: 16,671 shares 16,671 $3.88M 0.1% -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: 8,636 shares; 2024Q4: 8,186 shares; 2025Q1: 11,451 shares; 2025Q2: 10,727 shares 10,727 $3.83M 0.09% -724 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: 5,302 shares; 2024Q4: 4,821 shares; 2025Q1: 4,072 shares; 2025Q2: 3,689 shares 3,689 $3.79M 0.09% -383 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: 13,993 shares; 2024Q4: 13,593 shares; 2025Q1: 13,210 shares; 2025Q2: 12,057 shares 12,057 $3.76M 0.09% -1,153 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: 57,790 shares; 2024Q4: 68,500 shares; 2025Q1: 63,360 shares; 2025Q2: 65,557 shares 65,557 $3.74M 0.09% +2,197 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,760 shares; 2024Q4: 67,045 shares; 2025Q1: 71,906 shares; 2025Q2: 77,839 shares 77,839 $3.73M 0.09% +5,933 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: 56,694 shares; 2024Q4: 57,179 shares; 2025Q1: 56,519 shares; 2025Q2: 55,363 shares 55,363 $3.72M 0.09% -1,156 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: 124,712 shares; 2024Q4: 97,899 shares; 2025Q1: 127,653 shares; 2025Q2: 153,109 shares 153,109 $3.71M 0.09% +25,456 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: 1,007 shares; 2024Q4: 7,310 shares; 2025Q1: 7,887 shares; 2025Q2: 8,437 shares 8,437 $3.69M 0.09% +550 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: 52,562 shares; 2024Q4: 51,314 shares; 2025Q1: 53,336 shares; 2025Q2: 53,571 shares 53,571 $3.65M 0.09% +235 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: 3,689 shares; 2024Q4: 3,988 shares; 2025Q1: 6,832 shares; 2025Q2: 6,665 shares 6,665 $3.62M 0.09% -167 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: 3,480 shares; 2024Q4: 2,970 shares; 2025Q1: 3,043 shares; 2025Q2: 4,036 shares 4,036 $3.62M 0.09% +993 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: 39,412 shares; 2024Q4: 38,875 shares; 2025Q1: 40,743 shares; 2025Q2: 42,313 shares 42,313 $3.6M 0.09% +1,570 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,358 shares; 2024Q4: 213,778 shares; 2025Q1: 217,798 shares; 2025Q2: 214,457 shares 214,457 $3.59M 0.09% -3,341 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: 32,871 shares; 2024Q4: 26,198 shares; 2025Q1: 26,848 shares; 2025Q2: 27,156 shares 27,156 $3.59M 0.09% +308 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: 43,271 shares; 2024Q4: 44,451 shares; 2025Q1: 46,064 shares; 2025Q2: 58,115 shares 58,115 $3.48M 0.09% +12,051 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: 10,497 shares; 2024Q4: 10,918 shares; 2025Q1: 11,390 shares; 2025Q2: 11,098 shares 11,098 $3.45M 0.08% -292 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,775 shares; 2024Q4: 46,435 shares; 2025Q1: 52,837 shares; 2025Q2: 59,247 shares 59,247 $3.41M 0.08% +6,410 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 882 shares; 2025Q1: 1,640 shares; 2025Q2: 1,695 shares 1,695 $3.39M 0.08% +55 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: 5,601 shares; 2024Q4: 4,865 shares; 2025Q1: 19,808 shares; 2025Q2: 37,050 shares 37,050 $3.38M 0.08% +17,242 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: 16,812 shares; 2024Q4: 13,169 shares; 2025Q1: 31,957 shares; 2025Q2: 33,364 shares 33,364 $3.37M 0.08% +1,407 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: 15,017 shares; 2024Q4: 16,092 shares; 2025Q1: 20,079 shares; 2025Q2: 18,366 shares 18,366 $3.36M 0.08% -1,713 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,797 shares; 2024Q4: 18,953 shares; 2025Q1: 18,917 shares; 2025Q2: 60,116 shares 60,116 $3.33M 0.08% +41,199 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,208 shares; 2024Q4: 37,025 shares; 2025Q1: 34,122 shares; 2025Q2: 36,103 shares 36,103 $3.31M 0.08% +1,981 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: 20,755 shares; 2024Q4: 18,484 shares; 2025Q1: 15,781 shares; 2025Q2: 15,109 shares 15,109 $3.3M 0.08% -672 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: 77,385 shares; 2024Q4: 75,985 shares; 2025Q1: 78,564 shares; 2025Q2: 76,543 shares 76,543 $3.29M 0.08% -2,021 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: 17,476 shares; 2024Q4: 13,090 shares; 2025Q1: 11,953 shares; 2025Q2: 10,640 shares 10,640 $3.28M 0.08% -1,313 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: 17,882 shares; 2024Q4: 18,334 shares; 2025Q1: 19,364 shares; 2025Q2: 17,788 shares 17,788 $3.26M 0.08% -1,576 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,610 shares; 2024Q4: 43,626 shares; 2025Q1: 50,614 shares; 2025Q2: 55,486 shares 55,486 $3.23M 0.08% +4,872 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,949 shares; 2024Q4: 17,048 shares; 2025Q1: 46,826 shares; 2025Q2: 80,048 shares 80,048 $3.22M 0.08% +33,222 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,736 shares; 2024Q4: 27,443 shares; 2025Q1: 17,376 shares; 2025Q2: 17,307 shares 17,307 $3.22M 0.08% -69 Timeline SJNK 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: 73,776 shares; 2024Q4: 88,884 shares; 2025Q1: 119,660 shares; 2025Q2: 126,204 shares 126,204 $3.22M 0.08% +6,544 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 9,862 shares; 2025Q1: 12,593 shares; 2025Q2: 15,611 shares 15,611 $3.17M 0.08% +3,018 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: 29,957 shares; 2024Q4: 30,231 shares; 2025Q1: 31,544 shares; 2025Q2: 30,316 shares 30,316 $3.16M 0.08% -1,228 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: 801 shares; 2024Q4: 7,776 shares; 2025Q1: 7,851 shares; 2025Q2: 10,049 shares 10,049 $3.11M 0.08% +2,198 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 7,013 shares; 2025Q1: 7,888 shares; 2025Q2: 8,480 shares 8,480 $3.11M 0.08% +592 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,697 shares; 2024Q4: 15,823 shares; 2025Q1: 14,978 shares; 2025Q2: 21,320 shares 21,320 $3.07M 0.08% +6,342 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 75,952 shares; 2025Q1: 99,982 shares; 2025Q2: 92,719 shares 92,719 $3.03M 0.07% -7,263 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: 10,451 shares; 2024Q4: 10,794 shares; 2025Q1: 11,298 shares; 2025Q2: 11,289 shares 11,289 $3.01M 0.07% -9 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: 12,422 shares; 2024Q4: 2,726 shares; 2025Q1: 7,109 shares; 2025Q2: 78,019 shares 78,019 $3M 0.07% +70,910 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,586 shares; 2024Q4: 43,458 shares; 2025Q1: 41,117 shares; 2025Q2: 40,380 shares 40,380 $2.97M 0.07% -737 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,824 shares; 2024Q4: 57,809 shares; 2025Q1: 55,430 shares; 2025Q2: 53,756 shares 53,756 $2.9M 0.07% -1,674 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: 4,585 shares; 2024Q4: 6,130 shares; 2025Q1: 6,774 shares; 2025Q2: 7,464 shares 7,464 $2.86M 0.07% +690 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: 2,748 shares; 2024Q4: 2,805 shares; 2025Q1: 2,901 shares; 2025Q2: 2,870 shares 2,870 $2.84M 0.07% -31 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: 6,181 shares; 2024Q4: 4,297 shares; 2025Q1: 4,472 shares; 2025Q2: 8,513 shares 8,513 $2.81M 0.07% +4,041 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: 189 shares; 2024Q4: 167 shares; 2025Q1: 142 shares; 2025Q2: 30,982 shares 30,982 $2.79M 0.07% +30,840 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,595 shares; 2024Q4: 64,479 shares; 2025Q1: 55,516 shares; 2025Q2: 56,171 shares 56,171 $2.74M 0.07% +655 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: 26,337 shares; 2024Q4: 27,747 shares; 2025Q1: 20,980 shares; 2025Q2: 20,435 shares 20,435 $2.72M 0.07% -545 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: 27,407 shares; 2024Q4: 26,211 shares; 2025Q1: 24,664 shares; 2025Q2: 22,389 shares 22,389 $2.67M 0.07% -2,275 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: 10,891 shares; 2024Q4: 10,752 shares; 2025Q1: 10,672 shares; 2025Q2: 10,280 shares 10,280 $2.67M 0.07% -392 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,782 shares; 2025Q1: 23,817 shares; 2025Q2: 23,986 shares 23,986 $2.65M 0.07% +169 Timeline VONV 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: 35,885 shares; 2024Q4: 37,098 shares; 2025Q1: 37,574 shares; 2025Q2: 30,762 shares 30,762 $2.62M 0.06% -6,812 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,413 shares; 2025Q1: 3,972 shares; 2025Q2: 3,726 shares 3,726 $2.6M 0.06% -246 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 7,071 shares; 2025Q1: 9,057 shares; 2025Q2: 10,343 shares 10,343 $2.59M 0.06% +1,286 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,675 shares; 2024Q4: 24,667 shares; 2025Q1: 27,402 shares; 2025Q2: 30,481 shares 30,481 $2.59M 0.06% +3,079 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: 4,966 shares; 2024Q4: 6,507 shares; 2025Q1: 3,440 shares; 2025Q2: 3,567 shares 3,567 $2.52M 0.06% +127 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,278 shares; 2024Q4: 26,210 shares; 2025Q1: 24,240 shares; 2025Q2: 49,954 shares 49,954 $2.51M 0.06% +25,714 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: 32,712 shares; 2024Q4: 28,198 shares; 2025Q1: 31,640 shares; 2025Q2: 27,393 shares 27,393 $2.51M 0.06% -4,247 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,451 shares; 2024Q4: 68,154 shares; 2025Q1: 75,440 shares; 2025Q2: 74,055 shares 74,055 $2.51M 0.06% -1,385 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 15,310 shares; 2025Q1: 15,967 shares; 2025Q2: 14,855 shares 14,855 $2.5M 0.06% -1,112 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,095 shares; 2024Q4: 34,146 shares; 2025Q1: 35,254 shares; 2025Q2: 39,050 shares 39,050 $2.48M 0.06% +3,796 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,340 shares; 2024Q4: 20,864 shares; 2025Q1: 21,154 shares; 2025Q2: 19,930 shares 19,930 $2.46M 0.06% -1,224 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,595 shares; 2024Q4: 23,824 shares; 2025Q1: 26,597 shares; 2025Q2: 29,336 shares 29,336 $2.43M 0.06% +2,739 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: 5,973 shares; 2024Q4: 5,940 shares; 2025Q1: 5,625 shares; 2025Q2: 7,823 shares 7,823 $2.41M 0.06% +2,198 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: 3,771 shares; 2024Q4: 3,837 shares; 2025Q1: 2,637 shares; 2025Q2: 4,212 shares 4,212 $2.39M 0.06% +1,575 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 9,742 shares; 2025Q1: 14,638 shares; 2025Q2: 15,392 shares 15,392 $2.38M 0.06% +754 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,716 shares; 2025Q1: 2,921 shares; 2025Q2: 3,135 shares 3,135 $2.36M 0.06% +214 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: 4,940 shares; 2024Q4: 5,157 shares; 2025Q1: 5,429 shares; 2025Q2: 5,902 shares 5,902 $2.34M 0.06% +473 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,759 shares; 2024Q4: 44,674 shares; 2025Q1: 43,391 shares; 2025Q2: 41,132 shares 41,132 $2.32M 0.06% -2,259 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: 343 shares; 2024Q4: 348 shares; 2025Q1: 368 shares; 2025Q2: 393 shares 393 $2.28M 0.06% +25 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,885 shares; 2024Q4: 16,477 shares; 2025Q1: 19,384 shares; 2025Q2: 16,697 shares 16,697 $2.25M 0.06% -2,687 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,579 shares; 2024Q4: 18,190 shares; 2025Q1: 20,226 shares; 2025Q2: 20,080 shares 20,080 $2.25M 0.06% -146 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: 19,344 shares; 2024Q4: 18,959 shares; 2025Q1: 12,400 shares; 2025Q2: 7,186 shares 7,186 $2.24M 0.06% -5,214 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: 25,402 shares; 2024Q4: 24,671 shares; 2025Q1: 23,377 shares; 2025Q2: 26,509 shares 26,509 $2.16M 0.05% +3,132 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: 25,039 shares; 2024Q4: 25,557 shares; 2025Q1: 26,495 shares; 2025Q2: 30,442 shares 30,442 $2.14M 0.05% +3,947 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,037 shares; 2024Q4: 78,958 shares; 2025Q1: 79,802 shares; 2025Q2: 95,618 shares 95,618 $2.14M 0.05% +15,816 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: 1,247 shares; 2024Q4: 1,183 shares; 2025Q1: 1,136 shares; 2025Q2: 26,190 shares 26,190 $2.14M 0.05% +25,054 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,704 shares; 2025Q1: 3,496 shares; 2025Q2: 4,174 shares 4,174 $2.14M 0.05% +678 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: 29,973 shares; 2024Q4: 28,112 shares; 2025Q1: 25,537 shares; 2025Q2: 23,928 shares 23,928 $2.13M 0.05% -1,609 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: 11,223 shares; 2024Q4: 9,609 shares; 2025Q1: 5,691 shares; 2025Q2: 4,553 shares 4,553 $2.11M 0.05% -1,138 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 5,786 shares; 2025Q1: 7,021 shares; 2025Q2: 7,261 shares 7,261 $2.07M 0.05% +240 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: 25,970 shares; 2024Q4: 31,843 shares; 2025Q1: 23,288 shares; 2025Q2: 26,356 shares 26,356 $2.04M 0.05% +3,068 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: 3,280 shares; 2024Q4: 4,440 shares; 2025Q1: 20,167 shares; 2025Q2: 11,749 shares 11,749 $2.03M 0.05% -8,418 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: 5,411 shares; 2024Q4: 4,950 shares; 2025Q1: 343 shares; 2025Q2: 15,651 shares 15,651 $2.02M 0.05% +15,308 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 4,982 shares; 2025Q1: 4,842 shares; 2025Q2: 4,558 shares 4,558 $2.01M 0.05% -284 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: 6,017 shares; 2024Q4: 3,002 shares; 2025Q1: 1,410 shares; 2025Q2: 2,510 shares 2,510 $2.01M 0.05% +1,100 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 5,530 shares; 2025Q1: 5,674 shares; 2025Q2: 3,503 shares 3,503 $2.01M 0.05% -2,171 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: 1,007 shares; 2024Q4: 988 shares; 2025Q1: 1,008 shares; 2025Q2: 1,021 shares 1,021 $2M 0.05% +13 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: 26,866 shares; 2024Q4: 26,401 shares; 2025Q1: 27,484 shares; 2025Q2: 21,736 shares 21,736 $2M 0.05% -5,748 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,633 shares; 2024Q4: 60,528 shares; 2025Q1: 57,059 shares; 2025Q2: 54,431 shares 54,431 $1.99M 0.05% -2,628 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: 11,736 shares; 2024Q4: 12,178 shares; 2025Q1: 14,776 shares; 2025Q2: 16,115 shares 16,115 $1.99M 0.05% +1,339 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: 8,149 shares; 2024Q4: 6,218 shares; 2025Q1: 7,550 shares; 2025Q2: 4,838 shares 4,838 $1.96M 0.05% -2,712 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 6,666 shares; 2025Q1: 6,365 shares; 2025Q2: 6,358 shares 6,358 $1.96M 0.05% -7 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: 9,281 shares; 2024Q4: 10,018 shares; 2025Q1: 10,445 shares; 2025Q2: 9,991 shares 9,991 $1.95M 0.05% -454 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,268 shares; 2024Q4: 10,168 shares; 2025Q1: 9,490 shares; 2025Q2: 8,968 shares 8,968 $1.92M 0.05% -522 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,120 shares; 2024Q4: 18,901 shares; 2025Q1: 18,326 shares; 2025Q2: 17,721 shares 17,721 $1.91M 0.05% -605 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 10,335 shares; 2025Q1: 10,483 shares; 2025Q2: 10,115 shares 10,115 $1.91M 0.05% -368 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,736 shares; 2024Q4: 19,280 shares; 2025Q1: 19,180 shares; 2025Q2: 18,884 shares 18,884 $1.9M 0.05% -296 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,331 shares; 2024Q4: 16,240 shares; 2025Q1: 16,886 shares; 2025Q2: 17,278 shares 17,278 $1.9M 0.05% +392 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,399 shares; 2024Q4: 28,716 shares; 2025Q1: 16,155 shares; 2025Q2: 17,917 shares 17,917 $1.89M 0.05% +1,762 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: 19,274 shares; 2024Q4: 21,692 shares; 2025Q1: 22,156 shares; 2025Q2: 21,010 shares 21,010 $1.89M 0.05% -1,146 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: 12,049 shares; 2024Q4: 11,808 shares; 2025Q1: 10,985 shares; 2025Q2: 10,439 shares 10,439 $1.88M 0.05% -546 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: 7,250 shares; 2024Q4: 6,943 shares; 2025Q1: 6,820 shares; 2025Q2: 6,401 shares 6,401 $1.87M 0.05% -419 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: 10,556 shares; 2024Q4: 11,236 shares; 2025Q1: 10,820 shares; 2025Q2: 8,959 shares 8,959 $1.86M 0.05% -1,861 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: not reported; 2024Q4: 6,673 shares; 2025Q1: 7,705 shares; 2025Q2: 7,807 shares 7,807 $1.84M 0.05% +102 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,687 shares; 2024Q4: 6,217 shares; 2025Q1: 6,225 shares; 2025Q2: 4,118 shares 4,118 $1.83M 0.05% -2,107 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 3,233 shares; 2025Q1: 12,734 shares; 2025Q2: 12,903 shares 12,903 $1.81M 0.04% +169 Timeline SPIB 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: 44,400 shares; 2024Q4: 47,097 shares; 2025Q1: 47,678 shares; 2025Q2: 53,477 shares 53,477 $1.8M 0.04% +5,799 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,576 shares; 2024Q4: 26,738 shares; 2025Q1: 25,875 shares; 2025Q2: 25,117 shares 25,117 $1.79M 0.04% -758 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 6,247 shares; 2025Q1: not reported; 2025Q2: 6,533 shares 6,533 $1.75M 0.04% new 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: 28,810 shares; 2024Q4: 25,807 shares; 2025Q1: 30,646 shares; 2025Q2: 27,990 shares 27,990 $1.75M 0.04% -2,656 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,001 shares; 2024Q4: 39,173 shares; 2025Q1: 39,260 shares; 2025Q2: 40,803 shares 40,803 $1.74M 0.04% +1,543 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: 50,333 shares; 2024Q4: 48,337 shares; 2025Q1: 50,423 shares; 2025Q2: 57,784 shares 57,784 $1.73M 0.04% +7,361 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: 20,228 shares; 2024Q4: 19,431 shares; 2025Q1: 17,988 shares; 2025Q2: 13,869 shares 13,869 $1.71M 0.04% -4,119 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: 7,750 shares; 2024Q4: 7,644 shares; 2025Q1: 6,907 shares; 2025Q2: 8,156 shares 8,156 $1.71M 0.04% +1,249 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: 6,619 shares; 2024Q4: 6,344 shares; 2025Q1: 5,920 shares; 2025Q2: 7,056 shares 7,056 $1.68M 0.04% +1,136 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 16,593 shares; 2025Q1: 15,477 shares; 2025Q2: 17,922 shares 17,922 $1.68M 0.04% +2,445 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: 8,596 shares; 2024Q4: 13,554 shares; 2025Q1: 21,712 shares; 2025Q2: 22,938 shares 22,938 $1.68M 0.04% +1,226 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,966 shares; 2024Q4: 9,587 shares; 2025Q1: 38,272 shares; 2025Q2: 41,481 shares 41,481 $1.67M 0.04% +3,209 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: 67,846 shares; 2024Q4: 44,930 shares; 2025Q1: 33,189 shares; 2025Q2: 26,502 shares 26,502 $1.66M 0.04% -6,687 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 6,810 shares; 2025Q1: not reported; 2025Q2: 5,546 shares 5,546 $1.66M 0.04% new 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: 6,802 shares; 2024Q4: 5,264 shares; 2025Q1: 5,041 shares; 2025Q2: 5,635 shares 5,635 $1.63M 0.04% +594 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 13,749 shares; 2025Q1: 12,967 shares; 2025Q2: 12,366 shares 12,366 $1.63M 0.04% -601 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: 17,946 shares; 2024Q4: 16,458 shares; 2025Q1: 13,847 shares; 2025Q2: 8,200 shares 8,200 $1.62M 0.04% -5,647 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: not reported; 2024Q4: 1,385 shares; 2025Q1: 15,769 shares; 2025Q2: 49,282 shares 49,282 $1.62M 0.04% +33,513 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,634 shares; 2024Q4: 14,168 shares; 2025Q1: 13,734 shares; 2025Q2: 13,064 shares 13,064 $1.61M 0.04% -670 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,553 shares; 2024Q4: 4,765 shares; 2025Q1: 4,761 shares; 2025Q2: 7,224 shares 7,224 $1.6M 0.04% +2,463 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,889 shares; 2024Q4: 13,845 shares; 2025Q1: 13,205 shares; 2025Q2: 12,505 shares 12,505 $1.59M 0.04% -700 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,825 shares; 2024Q4: 20,290 shares; 2025Q1: 21,741 shares; 2025Q2: 21,731 shares 21,731 $1.58M 0.04% -10 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 8,621 shares; 2025Q1: 11,752 shares; 2025Q2: 13,646 shares 13,646 $1.56M 0.04% +1,894 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: 11,238 shares; 2024Q4: 71,270 shares; 2025Q1: 73,379 shares; 2025Q2: 59,663 shares 59,663 $1.55M 0.04% -13,716 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: 37,882 shares; 2024Q4: 29,817 shares; 2025Q1: 39,447 shares; 2025Q2: 26,374 shares 26,374 $1.53M 0.04% -13,073 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 4,007 shares; 2025Q1: 4,464 shares; 2025Q2: 4,438 shares 4,438 $1.52M 0.04% -26 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: 5,855 shares; 2024Q4: 5,691 shares; 2025Q1: 5,301 shares; 2025Q2: 5,392 shares 5,392 $1.51M 0.04% +91 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 11,011 shares; 2025Q1: 10,690 shares; 2025Q2: 16,348 shares 16,348 $1.5M 0.04% +5,658 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: 7,468 shares; 2024Q4: 7,273 shares; 2025Q1: 8,774 shares; 2025Q2: 30,669 shares 30,669 $1.5M 0.04% +21,895 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: 24,888 shares; 2024Q4: 26,603 shares; 2025Q1: 29,497 shares; 2025Q2: 26,575 shares 26,575 $1.49M 0.04% -2,922 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,446 shares; 2024Q4: 12,580 shares; 2025Q1: 12,435 shares; 2025Q2: 12,307 shares 12,307 $1.49M 0.04% -128 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: 8,279 shares; 2024Q4: 8,619 shares; 2025Q1: 8,753 shares; 2025Q2: 6,689 shares 6,689 $1.46M 0.04% -2,064 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 3,444 shares; 2025Q1: 3,728 shares; 2025Q2: 4,643 shares 4,643 $1.46M 0.04% +915 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,514 shares; 2025Q1: 4,412 shares; 2025Q2: 5,304 shares 5,304 $1.45M 0.04% +892 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 9,578 shares; 2025Q1: 13,285 shares; 2025Q2: 13,238 shares 13,238 $1.44M 0.04% -47 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,027 shares; 2024Q4: 39,045 shares; 2025Q1: 47,438 shares; 2025Q2: 47,453 shares 47,453 $1.44M 0.04% +15 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: 8,862 shares; 2024Q4: 8,682 shares; 2025Q1: 7,122 shares; 2025Q2: 6,209 shares 6,209 $1.42M 0.03% -913 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: 11,503 shares; 2024Q4: 11,139 shares; 2025Q1: not reported; 2025Q2: 5,334 shares 5,334 $1.42M 0.03% new 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: 10,607 shares; 2024Q4: 16,808 shares; 2025Q1: 18,767 shares; 2025Q2: 20,129 shares 20,129 $1.41M 0.03% +1,362 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,490 shares; 2024Q4: 16,308 shares; 2025Q1: 18,688 shares; 2025Q2: 17,746 shares 17,746 $1.38M 0.03% -942 Timeline BKF 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: 344 shares; 2024Q4: 1,331 shares; 2025Q1: 10,061 shares; 2025Q2: 33,346 shares 33,346 $1.38M 0.03% +23,285 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: 2,994 shares; 2024Q4: 2,684 shares; 2025Q1: 4,035 shares; 2025Q2: 3,548 shares 3,548 $1.38M 0.03% -487 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: 28,070 shares; 2024Q4: 27,247 shares; 2025Q1: 30,082 shares; 2025Q2: 42,098 shares 42,098 $1.37M 0.03% +12,016 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: 4,817 shares; 2024Q4: 4,632 shares; 2025Q1: 5,011 shares; 2025Q2: 5,145 shares 5,145 $1.35M 0.03% +134 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,670 shares; 2025Q1: 4,762 shares; 2025Q2: 4,672 shares 4,672 $1.34M 0.03% -90 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 2,835 shares; 2025Q1: 2,771 shares; 2025Q2: 2,755 shares 2,755 $1.34M 0.03% -16 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: 19,578 shares; 2024Q4: 19,212 shares; 2025Q1: 19,904 shares; 2025Q2: 15,642 shares 15,642 $1.34M 0.03% -4,262 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: 7,902 shares; 2024Q4: 7,582 shares; 2025Q1: 7,921 shares; 2025Q2: 4,632 shares 4,632 $1.33M 0.03% -3,289 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 22,405 shares; 2025Q1: 7,928 shares; 2025Q2: 7,818 shares 7,818 $1.32M 0.03% -110 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,567 shares; 2024Q4: 18,787 shares; 2025Q1: 19,185 shares; 2025Q2: 18,659 shares 18,659 $1.32M 0.03% -526 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,458 shares; 2024Q4: 7,533 shares; 2025Q1: not reported; 2025Q2: 10,604 shares 10,604 $1.3M 0.03% new Timeline VIPER ENERGY INC VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,294 shares; 2024Q4: 22,146 shares; 2025Q1: 24,023 shares; 2025Q2: 34,071 shares 34,071 $1.3M 0.03% +10,048 BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,850 shares; 2024Q4: 53,872 shares; 2025Q1: 59,019 shares; 2025Q2: 61,960 shares 61,960 $1.3M 0.03% +2,941 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: 33,175 shares; 2024Q4: 28,663 shares; 2025Q1: 18,829 shares; 2025Q2: 18,321 shares 18,321 $1.29M 0.03% -508 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: 2,156 shares; 2024Q4: 1,967 shares; 2025Q1: 1,831 shares; 2025Q2: 1,761 shares 1,761 $1.29M 0.03% -70 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: 5,695 shares; 2024Q4: 5,815 shares; 2025Q1: 5,611 shares; 2025Q2: 5,161 shares 5,161 $1.28M 0.03% -450 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: 148 shares; 2024Q4: 4,717 shares; 2025Q1: 6,660 shares; 2025Q2: 9,458 shares 9,458 $1.27M 0.03% +2,798 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: 1,593 shares; 2024Q4: 1,891 shares; 2025Q1: 1,764 shares; 2025Q2: 1,729 shares 1,729 $1.27M 0.03% -35 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 5,519 shares; 2025Q1: 5,042 shares; 2025Q2: 4,700 shares 4,700 $1.27M 0.03% -342 Timeline MBB 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: 5,058 shares; 2024Q4: 5,296 shares; 2025Q1: 7,142 shares; 2025Q2: 13,481 shares 13,481 $1.27M 0.03% +6,339 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: 10,164 shares; 2024Q4: 9,797 shares; 2025Q1: 8,213 shares; 2025Q2: 8,015 shares 8,015 $1.26M 0.03% -198 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,358 shares; 2024Q4: 13,159 shares; 2025Q1: 13,379 shares; 2025Q2: 13,615 shares 13,615 $1.26M 0.03% +236 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: 4,257 shares; 2024Q4: 3,603 shares; 2025Q1: 5,210 shares; 2025Q2: 7,244 shares 7,244 $1.25M 0.03% +2,034 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,521 shares; 2024Q4: 6,546 shares; 2025Q1: 9,078 shares; 2025Q2: 7,788 shares 7,788 $1.24M 0.03% -1,290 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,004 shares; 2024Q4: 116,945 shares; 2025Q1: 136,319 shares; 2025Q2: 135,185 shares 135,185 $1.24M 0.03% -1,134 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: 12,930 shares; 2024Q4: 11,278 shares; 2025Q1: 10,152 shares; 2025Q2: 9,318 shares 9,318 $1.23M 0.03% -834 Timeline SUSB 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: 53,311 shares; 2024Q4: 56,133 shares; 2025Q1: 48,540 shares; 2025Q2: 48,540 shares 48,540 $1.22M 0.03% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 14,235 shares; 2025Q1: 15,372 shares; 2025Q2: 15,207 shares 15,207 $1.22M 0.03% -165 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,323 shares; 2024Q4: 61,625 shares; 2025Q1: 42,189 shares; 2025Q2: 59,287 shares 59,287 $1.21M 0.03% +17,098 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,464 shares; 2024Q4: 41,103 shares; 2025Q1: 41,550 shares; 2025Q2: 47,316 shares 47,316 $1.18M 0.03% +5,766 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: 9,884 shares; 2024Q4: 6,971 shares; 2025Q1: 7,399 shares; 2025Q2: 7,376 shares 7,376 $1.17M 0.03% -23 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,083 shares; 2025Q1: 2,006 shares; 2025Q2: 4,180 shares 4,180 $1.15M 0.03% +2,174 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: 22,570 shares; 2024Q4: 22,453 shares; 2025Q1: 22,188 shares; 2025Q2: 20,698 shares 20,698 $1.14M 0.03% -1,490 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: 5,807 shares; 2024Q4: 6,408 shares; 2025Q1: 6,791 shares; 2025Q2: 6,588 shares 6,588 $1.14M 0.03% -203 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,125 shares; 2024Q4: 4,605 shares; 2025Q1: 4,732 shares; 2025Q2: 5,100 shares 5,100 $1.13M 0.03% +368 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: 1,734 shares; 2024Q4: 2,804 shares; 2025Q1: 3,022 shares; 2025Q2: 5,335 shares 5,335 $1.12M 0.03% +2,313 Timeline 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: 4,237 shares; 2024Q4: 4,542 shares; 2025Q1: 5,190 shares; 2025Q2: 5,098 shares 5,098 $1.12M 0.03% -92 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: 12,736 shares; 2024Q4: 11,641 shares; 2025Q1: 11,247 shares; 2025Q2: 13,102 shares 13,102 $1.11M 0.03% +1,855 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,223 shares; 2024Q4: 13,832 shares; 2025Q1: 13,207 shares; 2025Q2: 12,500 shares 12,500 $1.11M 0.03% -707 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: 12,260 shares; 2024Q4: 12,684 shares; 2025Q1: 11,452 shares; 2025Q2: 10,971 shares 10,971 $1.11M 0.03% -481 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: 3,973 shares; 2024Q4: 3,956 shares; 2025Q1: 4,008 shares; 2025Q2: 3,877 shares 3,877 $1.09M 0.03% -131 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,291 shares; 2024Q4: 9,998 shares; 2025Q1: 9,447 shares; 2025Q2: 9,032 shares 9,032 $1.09M 0.03% -415 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: 32,993 shares; 2024Q4: 32,943 shares; 2025Q1: 28,199 shares; 2025Q2: 22,109 shares 22,109 $1.09M 0.03% -6,090 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: 39,043 shares; 2024Q4: 37,682 shares; 2025Q1: 18,749 shares; 2025Q2: 11,873 shares 11,873 $1.08M 0.03% -6,876 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: 9,123 shares; 2024Q4: 8,503 shares; 2025Q1: 8,528 shares; 2025Q2: 8,162 shares 8,162 $1.08M 0.03% -366 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 3,769 shares; 2025Q1: 3,741 shares; 2025Q2: 3,695 shares 3,695 $1.08M 0.03% -46 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: 19,657 shares; 2024Q4: 19,273 shares; 2025Q1: 22,360 shares; 2025Q2: 24,580 shares 24,580 $1.07M 0.03% +2,220 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: 39,407 shares; 2024Q4: 38,456 shares; 2025Q1: 41,484 shares; 2025Q2: 41,236 shares 41,236 $1.06M 0.03% -248 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: 21,329 shares; 2024Q4: 19,417 shares; 2025Q1: 10,350 shares; 2025Q2: 10,321 shares 10,321 $1.06M 0.03% -29 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,282 shares; 2024Q4: 13,403 shares; 2025Q1: 14,507 shares; 2025Q2: 13,704 shares 13,704 $1.06M 0.03% -803 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: 5,038 shares; 2024Q4: 5,536 shares; 2025Q1: 6,284 shares; 2025Q2: 4,108 shares 4,108 $1.05M 0.03% -2,176 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: 18,246 shares; 2025Q1: 19,638 shares; 2025Q2: 10,268 shares 10,268 $1.05M 0.03% -9,370 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,312 shares; 2024Q4: 5,265 shares; 2025Q1: 7,709 shares; 2025Q2: 7,280 shares 7,280 $1.05M 0.03% -429 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: 11,640 shares; 2024Q4: 8,217 shares; 2025Q1: 8,220 shares; 2025Q2: 6,700 shares 6,700 $1.04M 0.03% -1,520 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: 5,673 shares; 2024Q4: 5,403 shares; 2025Q1: 6,035 shares; 2025Q2: 6,274 shares 6,274 $1.04M 0.03% +239 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: 44,705 shares; 2024Q4: 43,794 shares; 2025Q1: 37,204 shares; 2025Q2: 42,581 shares 42,581 $1.04M 0.03% +5,377 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,713 shares 9,713 $1.04M 0.03% new 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: 4,745 shares; 2024Q4: 5,417 shares; 2025Q1: 5,439 shares; 2025Q2: 7,597 shares 7,597 $1.04M 0.03% +2,158 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,012 shares 24,012 $1.03M 0.03% new Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 23 shares; 2025Q1: 37 shares; 2025Q2: 7,280 shares 7,280 $1.03M 0.03% +7,243 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 125 shares; 2025Q1: 136 shares; 2025Q2: 139 shares 139 $1.03M 0.03% +3 Timeline EAGG 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: 26,669 shares; 2024Q4: 27,792 shares; 2025Q1: 21,746 shares; 2025Q2: 21,543 shares 21,543 $1.02M 0.03% -203 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: 1,470 shares; 2024Q4: 653 shares; 2025Q1: 557 shares; 2025Q2: 553 shares 553 $1.01M 0.02% -4 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,835 shares; 2024Q4: 28,319 shares; 2025Q1: 21,126 shares; 2025Q2: 20,215 shares 20,215 $1.01M 0.02% -911 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: 6,040 shares; 2024Q4: 5,718 shares; 2025Q1: 4,691 shares; 2025Q2: 3,530 shares 3,530 $1.01M 0.02% -1,161 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: 210 shares; 2024Q4: 2,465 shares; 2025Q1: 11,855 shares; 2025Q2: 13,989 shares 13,989 $1.01M 0.02% +2,134 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,429 shares; 2025Q1: 24,350 shares; 2025Q2: 24,094 shares 24,094 $1M 0.02% -256 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 11,421 shares; 2025Q1: 11,887 shares; 2025Q2: 11,356 shares 11,356 $999K 0.02% -531 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,773 shares; 2024Q4: 15,101 shares; 2025Q1: 14,236 shares; 2025Q2: 13,364 shares 13,364 $998K 0.02% -872 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: 2,485 shares; 2025Q1: 3,065 shares; 2025Q2: 8,125 shares 8,125 $996K 0.02% +5,060 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: 293 shares; 2024Q4: 267 shares; 2025Q1: 255 shares; 2025Q2: 262 shares 262 $973K 0.02% +7 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 6,274 shares; 2025Q1: 6,673 shares; 2025Q2: 7,348 shares 7,348 $966K 0.02% +675 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 3,066 shares; 2025Q1: 2,796 shares; 2025Q2: 2,704 shares 2,704 $965K 0.02% -92 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: 10,322 shares; 2024Q4: 10,152 shares; 2025Q1: 10,357 shares; 2025Q2: 9,660 shares 9,660 $961K 0.02% -697 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,746 shares; 2025Q1: 2,956 shares; 2025Q2: 7,592 shares 7,592 $960K 0.02% +4,636 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: 3,003 shares; 2024Q4: 2,951 shares; 2025Q1: 3,020 shares; 2025Q2: 2,463 shares 2,463 $956K 0.02% -557 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,538 shares; 2024Q4: 45,617 shares; 2025Q1: 62,947 shares; 2025Q2: 60,929 shares 60,929 $952K 0.02% -2,018 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: 16,585 shares; 2024Q4: 43,155 shares; 2025Q1: 14,514 shares; 2025Q2: 14,106 shares 14,106 $951K 0.02% -408 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: 17,787 shares; 2024Q4: 17,717 shares; 2025Q1: 17,036 shares; 2025Q2: 18,134 shares 18,134 $950K 0.02% +1,098 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: 10,528 shares; 2024Q4: 7,566 shares; 2025Q1: 5,738 shares; 2025Q2: 6,686 shares 6,686 $949K 0.02% +948 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,437 shares; 2024Q4: 17,139 shares; 2025Q1: 17,181 shares; 2025Q2: 18,021 shares 18,021 $939K 0.02% +840 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: 16,864 shares; 2024Q4: 16,972 shares; 2025Q1: 7,300 shares; 2025Q2: 12,315 shares 12,315 $933K 0.02% +5,015 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: 3,909 shares; 2024Q4: 4,169 shares; 2025Q1: 4,656 shares; 2025Q2: 3,869 shares 3,869 $929K 0.02% -787 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: 7,960 shares; 2024Q4: 15,462 shares; 2025Q1: 14,083 shares; 2025Q2: 12,185 shares 12,185 $923K 0.02% -1,898 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: 6,406 shares; 2024Q4: 4,760 shares; 2025Q1: 6,263 shares; 2025Q2: 7,999 shares 7,999 $910K 0.02% +1,736 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: 82,008 shares; 2024Q4: 84,457 shares; 2025Q1: 81,015 shares; 2025Q2: 19,422 shares 19,422 $899K 0.02% -61,593 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: 27,349 shares; 2024Q4: 25,618 shares; 2025Q1: 21,002 shares; 2025Q2: 18,483 shares 18,483 $892K 0.02% -2,519 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: 1,979 shares; 2024Q4: 2,075 shares; 2025Q1: 1,363 shares; 2025Q2: 1,742 shares 1,742 $886K 0.02% +379 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: 6,131 shares; 2024Q4: not reported; 2025Q1: 6,730 shares; 2025Q2: 6,410 shares 6,410 $881K 0.02% -320 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 4,883 shares; 2025Q1: 7,663 shares; 2025Q2: 33,853 shares 33,853 $856K 0.02% +26,190 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: 8,641 shares; 2024Q4: 8,891 shares; 2025Q1: 18,335 shares; 2025Q2: 11,484 shares 11,484 $853K 0.02% -6,851 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,752 shares; 2025Q1: 36,287 shares; 2025Q2: 36,544 shares 36,544 $849K 0.02% +257 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,270 shares; 2024Q4: 6,121 shares; 2025Q1: 11,612 shares; 2025Q2: 15,708 shares 15,708 $845K 0.02% +4,096 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,653 shares; 2025Q1: 2,747 shares; 2025Q2: 2,743 shares 2,743 $841K 0.02% -4 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: 257 shares; 2024Q4: 236 shares; 2025Q1: 138 shares; 2025Q2: 1,475 shares 1,475 $836K 0.02% +1,337 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: 31,192 shares; 2024Q4: 8,158 shares; 2025Q1: 8,510 shares; 2025Q2: 14,646 shares 14,646 $828K 0.02% +6,136 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: 6,734 shares; 2024Q4: 7,356 shares; 2025Q1: 8,987 shares; 2025Q2: 9,697 shares 9,697 $812K 0.02% +710 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: 3,276 shares; 2024Q4: 3,146 shares; 2025Q1: 2,114 shares; 2025Q2: 2,080 shares 2,080 $805K 0.02% -34 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,824 shares; 2024Q4: 20,186 shares; 2025Q1: 18,255 shares; 2025Q2: 16,341 shares 16,341 $802K 0.02% -1,914 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: 26,290 shares; 2024Q4: 26,476 shares; 2025Q1: 25,584 shares; 2025Q2: 24,964 shares 24,964 $798K 0.02% -620 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 446 shares; 2025Q1: 10,069 shares; 2025Q2: 15,480 shares 15,480 $796K 0.02% +5,411 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,786 shares; 2025Q1: 6,574 shares; 2025Q2: 6,569 shares 6,569 $786K 0.02% -5 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: 2,438 shares; 2024Q4: 2,170 shares; 2025Q1: 2,646 shares; 2025Q2: 3,525 shares 3,525 $770K 0.02% +879 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: 1,045 shares; 2024Q4: 2,149 shares; 2025Q1: 2,223 shares; 2025Q2: 3,756 shares 3,756 $769K 0.02% +1,533 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,074 shares; 2024Q4: 12,906 shares; 2025Q1: 13,608 shares; 2025Q2: 13,651 shares 13,651 $765K 0.02% +43 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: 1,479 shares; 2024Q4: 2,158 shares; 2025Q1: 1,900 shares; 2025Q2: 2,511 shares 2,511 $764K 0.02% +611 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: 1,848 shares; 2024Q4: 2,114 shares; 2025Q1: 2,344 shares; 2025Q2: 1,482 shares 1,482 $760K 0.02% -862 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 1,042 shares; 2025Q1: 1,123 shares; 2025Q2: 914 shares 914 $757K 0.02% -209 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,394 shares; 2024Q4: 26,135 shares; 2025Q1: 57,206 shares; 2025Q2: 58,272 shares 58,272 $755K 0.02% +1,066 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 3,073 shares; 2025Q1: 5,258 shares; 2025Q2: 7,745 shares 7,745 $753K 0.02% +2,487 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,864 shares; 2025Q1: 7,407 shares; 2025Q2: 7,289 shares 7,289 $751K 0.02% -118 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: 1 shares; 2024Q4: 7,498 shares; 2025Q1: 8,411 shares; 2025Q2: 15,097 shares 15,097 $747K 0.02% +6,686 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 641 shares; 2025Q1: 733 shares; 2025Q2: 2,362 shares 2,362 $740K 0.02% +1,629 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: 22,706 shares; 2024Q4: 22,386 shares; 2025Q1: 23,905 shares; 2025Q2: 23,776 shares 23,776 $738K 0.02% -129 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: 5,542 shares; 2025Q1: 6,285 shares; 2025Q2: 7,533 shares 7,533 $733K 0.02% +1,248 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 2,438 shares; 2025Q1: 2,281 shares; 2025Q2: 2,207 shares 2,207 $732K 0.02% -74 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,386 shares; 2024Q4: 9,290 shares; 2025Q1: 2,713 shares; 2025Q2: 2,601 shares 2,601 $720K 0.02% -112 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,413 shares; 2024Q4: 7,058 shares; 2025Q1: 7,666 shares; 2025Q2: 5,153 shares 5,153 $714K 0.02% -2,513 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: 3,471 shares; 2024Q4: 1,248 shares; 2025Q1: 4,079 shares; 2025Q2: 12,170 shares 12,170 $709K 0.02% +8,091 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,255 shares; 2024Q4: 35,318 shares; 2025Q1: 47,860 shares; 2025Q2: 50,813 shares 50,813 $708K 0.02% +2,953 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,610 shares; 2025Q1: 1,524 shares; 2025Q2: 1,341 shares 1,341 $707K 0.02% -183 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: 380 shares; 2024Q4: 402 shares; 2025Q1: 3,741 shares; 2025Q2: 3,509 shares 3,509 $706K 0.02% -232 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: 10,095 shares; 2024Q4: 5,991 shares; 2025Q1: 6,000 shares; 2025Q2: 6,869 shares 6,869 $705K 0.02% +869 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 5,459 shares; 2025Q1: 5,571 shares; 2025Q2: 5,471 shares 5,471 $703K 0.02% -100 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: 5,989 shares; 2024Q4: 4,689 shares; 2025Q1: 3,903 shares; 2025Q2: 4,260 shares 4,260 $701K 0.02% +357 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,385 shares; 2024Q4: 20,921 shares; 2025Q1: 17,796 shares; 2025Q2: 17,205 shares 17,205 $695K 0.02% -591 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 22,670 shares 22,670 $689K 0.02% +22,574 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: 3,124 shares; 2024Q4: 3,851 shares; 2025Q1: 3,779 shares; 2025Q2: 4,188 shares 4,188 $686K 0.02% +409 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: 14,198 shares; 2024Q4: 14,103 shares; 2025Q1: 11,087 shares; 2025Q2: 20,524 shares 20,524 $679K 0.02% +9,437 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,540 shares 14,540 $671K 0.02% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,982 shares; 2024Q4: 7,247 shares; 2025Q1: 8,509 shares; 2025Q2: 6,556 shares 6,556 $666K 0.02% -1,953 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: 6,924 shares; 2024Q4: 6,588 shares; 2025Q1: 5,037 shares; 2025Q2: 4,880 shares 4,880 $660K 0.02% -157 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 9,994 shares; 2025Q1: 12,944 shares; 2025Q2: 14,687 shares 14,687 $647K 0.02% +1,743 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 323 shares; 2025Q1: 2,479 shares; 2025Q2: 3,569 shares 3,569 $641K 0.02% +1,090 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: 1,143 shares; 2024Q4: 1,525 shares; 2025Q1: 1,938 shares; 2025Q2: 1,924 shares 1,924 $639K 0.02% -14 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,203 shares; 2025Q1: 1,999 shares; 2025Q2: 1,518 shares 1,518 $638K 0.02% -481 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: 3,387 shares; 2024Q4: 3,721 shares; 2025Q1: 3,268 shares; 2025Q2: 4,262 shares 4,262 $638K 0.02% +994 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: 2,780 shares; 2024Q4: 2,780 shares; 2025Q1: 2,914 shares; 2025Q2: 2,609 shares 2,609 $634K 0.02% -305 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,976 shares; 2024Q4: 19,475 shares; 2025Q1: 19,142 shares; 2025Q2: 17,229 shares 17,229 $633K 0.02% -1,913 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: 6,917 shares; 2024Q4: 7,072 shares; 2025Q1: 4,832 shares; 2025Q2: 5,955 shares 5,955 $628K 0.02% +1,123 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,766 shares; 2025Q1: 1,898 shares; 2025Q2: 2,131 shares 2,131 $625K 0.02% +233 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: 31,510 shares; 2024Q4: 31,832 shares; 2025Q1: 31,743 shares; 2025Q2: 18,312 shares 18,312 $619K 0.02% -13,431 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,107 shares; 2025Q1: 9,590 shares; 2025Q2: 11,930 shares 11,930 $619K 0.02% +2,340 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,030 shares; 2024Q4: 11,837 shares; 2025Q1: 12,868 shares; 2025Q2: 14,239 shares 14,239 $617K 0.02% +1,371 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 2,716 shares; 2025Q2: 2,635 shares 2,635 $608K 0.01% -81 Timeline ILTB 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: 13,596 shares; 2024Q4: 13,079 shares; 2025Q1: 11,423 shares; 2025Q2: 12,221 shares 12,221 $604K 0.01% +798 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: 3,288 shares; 2024Q4: 2,924 shares; 2025Q1: 2,726 shares; 2025Q2: 4,083 shares 4,083 $602K 0.01% +1,357 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: 1,376 shares; 2024Q4: 1,313 shares; 2025Q1: 5,390 shares; 2025Q2: 7,217 shares 7,217 $589K 0.01% +1,827 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,500 shares; 2025Q1: 8,239 shares; 2025Q2: 8,424 shares 8,424 $589K 0.01% +185 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: 2 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 6,333 shares 6,333 $587K 0.01% +6,330 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 1,418 shares; 2025Q1: 335 shares; 2025Q2: 1,670 shares 1,670 $586K 0.01% +1,335 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 6,423 shares; 2025Q1: 6,877 shares; 2025Q2: 7,846 shares 7,846 $584K 0.01% +969 Timeline VDE 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: 2,492 shares; 2024Q4: 2,648 shares; 2025Q1: 4,776 shares; 2025Q2: 4,868 shares 4,868 $580K 0.01% +92 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,376 shares; 2024Q4: 16,281 shares; 2025Q1: 17,392 shares; 2025Q2: 5,000 shares 5,000 $577K 0.01% -12,392 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,709 shares; 2024Q4: 8,691 shares; 2025Q1: 10,468 shares; 2025Q2: 7,923 shares 7,923 $570K 0.01% -2,545 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: 20,524 shares; 2024Q4: 17,423 shares; 2025Q1: not reported; 2025Q2: 8,965 shares 8,965 $562K 0.01% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,640 shares; 2025Q1: 2,759 shares; 2025Q2: 3,779 shares 3,779 $559K 0.01% +1,020 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,306 shares; 2024Q4: not reported; 2025Q1: 3,171 shares; 2025Q2: 2,790 shares 2,790 $554K 0.01% -381 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: 11,490 shares; 2024Q4: 11,841 shares; 2025Q1: 11,878 shares; 2025Q2: 11,776 shares 11,776 $544K 0.01% -102 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,609 shares; 2024Q4: 4,551 shares; 2025Q1: 6,766 shares; 2025Q2: 7,284 shares 7,284 $536K 0.01% +518 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: 4,645 shares; 2024Q4: 4,531 shares; 2025Q1: 4,504 shares; 2025Q2: 4,217 shares 4,217 $535K 0.01% -287 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 3,233 shares; 2025Q1: 3,731 shares; 2025Q2: 5,269 shares 5,269 $531K 0.01% +1,538 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: 1,101 shares; 2024Q4: 1,086 shares; 2025Q1: 1,141 shares; 2025Q2: 985 shares 985 $527K 0.01% -156 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: 10,660 shares; 2024Q4: 1,790 shares; 2025Q1: 1,989 shares; 2025Q2: 2,003 shares 2,003 $522K 0.01% +14 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: 16,733 shares; 2024Q4: 15,858 shares; 2025Q1: 10,442 shares; 2025Q2: 8,532 shares 8,532 $522K 0.01% -1,910 WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 507 shares; 2025Q1: 491 shares; 2025Q2: 8,075 shares 8,075 $517K 0.01% +7,584 Timeline QXO QXO INC More: the full row for QXO 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: 23,707 shares 23,707 $511K 0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 23,738 shares; 2025Q1: 25,226 shares; 2025Q2: 18,182 shares 18,182 $510K 0.01% -7,044 Timeline CRBN 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: 1,863 shares; 2024Q4: 2,554 shares; 2025Q1: 2,368 shares; 2025Q2: 2,405 shares 2,405 $509K 0.01% +37 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 980 shares; 2025Q1: 1,236 shares; 2025Q2: 950 shares 950 $509K 0.01% -286 Timeline VGK 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: 621 shares; 2024Q4: 697 shares; 2025Q1: 630 shares; 2025Q2: 6,561 shares 6,561 $508K 0.01% +5,931 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 3,548 shares; 2025Q1: not reported; 2025Q2: 4,767 shares 4,767 $504K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 1,052 shares; 2025Q1: 790 shares; 2025Q2: 1,425 shares 1,425 $499K 0.01% +635 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,857 shares; 2025Q1: 3,022 shares; 2025Q2: 7,242 shares 7,242 $494K 0.01% +4,220 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: 20,350 shares; 2024Q4: 20,814 shares; 2025Q1: 23,902 shares; 2025Q2: 16,674 shares 16,674 $490K 0.01% -7,228 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 238 shares; 2025Q1: 310 shares; 2025Q2: 2,732 shares 2,732 $488K 0.01% +2,422 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 6,266 shares; 2025Q1: 6,751 shares; 2025Q2: 8,281 shares 8,281 $486K 0.01% +1,530 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: 7,826 shares; 2024Q4: 7,394 shares; 2025Q1: 7,614 shares; 2025Q2: 4,891 shares 4,891 $484K 0.01% -2,723 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 6,961 shares; 2025Q1: 8,745 shares; 2025Q2: 8,714 shares 8,714 $478K 0.01% -31 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 922 shares; 2025Q1: 734 shares; 2025Q2: 7,362 shares 7,362 $465K 0.01% +6,628 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,595 shares; 2025Q1: 1,895 shares; 2025Q2: 2,887 shares 2,887 $464K 0.01% +992 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 8,631 shares; 2025Q1: 2,523 shares; 2025Q2: 2,577 shares 2,577 $464K 0.01% +54 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,696 shares; 2025Q1: 2,929 shares; 2025Q2: 5,303 shares 5,303 $463K 0.01% +2,374 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: 2,174 shares; 2024Q4: 1,791 shares; 2025Q1: not reported; 2025Q2: 1,213 shares 1,213 $459K 0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,789 shares; 2025Q1: 1,901 shares; 2025Q2: 2,068 shares 2,068 $458K 0.01% +167 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,537 shares; 2025Q1: 4,331 shares; 2025Q2: 4,796 shares 4,796 $456K 0.01% +465 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 7,266 shares; 2025Q1: 6,277 shares; 2025Q2: 5,699 shares 5,699 $454K 0.01% -578 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 15,808 shares; 2025Q1: not reported; 2025Q2: 9,199 shares 9,199 $452K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,541 shares; 2025Q1: 1,931 shares; 2025Q2: 2,924 shares 2,924 $450K 0.01% +993 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,866 shares; 2025Q1: 2,508 shares; 2025Q2: 2,578 shares 2,578 $444K 0.01% +70 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 1,571 shares 1,571 $438K 0.01% +1,233 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: 2,316 shares; 2024Q4: 2,255 shares; 2025Q1: 3,516 shares; 2025Q2: 4,796 shares 4,796 $437K 0.01% +1,280 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,962 shares; 2025Q1: 3,777 shares; 2025Q2: 4,132 shares 4,132 $434K 0.01% +355 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,612 shares; 2024Q4: 12,126 shares; 2025Q1: 16,950 shares; 2025Q2: 18,577 shares 18,577 $434K 0.01% +1,627 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 5,485 shares; 2025Q1: 5,410 shares; 2025Q2: 5,688 shares 5,688 $432K 0.01% +278 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,348 shares; 2025Q1: 3,051 shares; 2025Q2: 4,283 shares 4,283 $430K 0.01% +1,232 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,351 shares; 2024Q4: 30,635 shares; 2025Q1: 30,566 shares; 2025Q2: 23,160 shares 23,160 $428K 0.01% -7,406 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,902 shares; 2024Q4: 13,873 shares; 2025Q1: 10,061 shares; 2025Q2: 10,647 shares 10,647 $427K 0.01% +586 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,513 shares; 2024Q4: 29,447 shares; 2025Q1: 32,509 shares; 2025Q2: 40,957 shares 40,957 $423K 0.01% +8,448 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: 814 shares; 2024Q4: 850 shares; 2025Q1: 813 shares; 2025Q2: 767 shares 767 $421K 0.01% -46 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,257 shares; 2025Q1: 3,720 shares; 2025Q2: 4,312 shares 4,312 $417K 0.01% +592 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,882 shares; 2025Q1: 3,082 shares; 2025Q2: 3,252 shares 3,252 $414K 0.01% +170 Timeline