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: 603,146 shares; 2024Q4: 619,025 shares; 2025Q1: 627,578 shares; 2025Q2: 633,245 shares 633,245 $315M 7.14% +5,667 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090,242 shares; 2024Q4: 1,117,416 shares; 2025Q1: 1,130,892 shares; 2025Q2: 1,091,605 shares 1,091,605 $224M 5.08% -39,287 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: 1,448,949 shares; 2024Q4: 1,513,218 shares; 2025Q1: 1,265,051 shares; 2025Q2: 1,296,415 shares 1,296,415 $205M 4.64% +31,364 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: 237,410 shares; 2024Q4: 239,605 shares; 2025Q1: 240,050 shares; 2025Q2: 239,113 shares 239,113 $148M 3.35% -937 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: 564,455 shares; 2024Q4: 581,687 shares; 2025Q1: 598,372 shares; 2025Q2: 659,666 shares 659,666 $145M 3.28% +61,294 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: 612,647 shares; 2024Q4: 643,422 shares; 2025Q1: 663,582 shares; 2025Q2: 673,027 shares 673,027 $119M 2.71% +9,445 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: 154,744 shares; 2024Q4: 158,661 shares; 2025Q1: 159,155 shares; 2025Q2: 154,622 shares 154,622 $96M 2.18% -4,533 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: 295,061 shares; 2024Q4: 306,563 shares; 2025Q1: 310,881 shares; 2025Q2: 311,270 shares 311,270 $90.2M 2.05% +389 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: 283,635 shares; 2024Q4: 297,571 shares; 2025Q1: 305,459 shares; 2025Q2: 312,801 shares 312,801 $86.2M 1.95% +7,342 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: 214,512 shares; 2024Q4: 221,222 shares; 2025Q1: 203,454 shares; 2025Q2: 206,779 shares 206,779 $73.4M 1.66% +3,325 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: 72,122 shares; 2024Q4: 77,001 shares; 2025Q1: 91,562 shares; 2025Q2: 94,596 shares 94,596 $69.8M 1.58% +3,034 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: 979,280 shares; 2024Q4: 990,291 shares; 2025Q1: 989,127 shares; 2025Q2: 1,004,429 shares 1,004,429 $62.3M 1.41% +15,302 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: 999,883 shares; 2024Q4: 1,001,448 shares; 2025Q1: 1,001,275 shares; 2025Q2: 1,004,794 shares 1,004,794 $60.3M 1.37% +3,519 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: 104,922 shares; 2024Q4: 107,636 shares; 2025Q1: 110,610 shares; 2025Q2: 112,007 shares 112,007 $54.4M 1.23% +1,397 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: 1,158,202 shares; 2024Q4: 1,159,111 shares; 2025Q1: 1,109,084 shares; 2025Q2: 1,097,310 shares 1,097,310 $54.3M 1.23% -11,774 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: 937,920 shares; 2024Q4: 942,732 shares; 2025Q1: 940,972 shares; 2025Q2: 936,976 shares 936,976 $53.4M 1.21% -3,996 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: 183,558 shares; 2024Q4: 244,670 shares; 2025Q1: 316,149 shares; 2025Q2: 318,549 shares 318,549 $45.6M 1.03% +2,400 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: 30,185 shares; 2024Q4: 31,982 shares; 2025Q1: 39,375 shares; 2025Q2: 40,560 shares 40,560 $41.7M 0.95% +1,185 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: 452,828 shares; 2024Q4: 477,187 shares; 2025Q1: 485,366 shares; 2025Q2: 499,520 shares 499,520 $41.7M 0.95% +14,154 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: 103,000 shares; 2024Q4: 105,964 shares; 2025Q1: 109,466 shares; 2025Q2: 111,861 shares 111,861 $39.9M 0.91% +2,395 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: 66,564 shares; 2024Q4: 66,432 shares; 2025Q1: 67,732 shares; 2025Q2: 68,066 shares 68,066 $38.6M 0.87% +334 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: 103,754 shares; 2024Q4: 105,513 shares; 2025Q1: 105,513 shares; 2025Q2: 105,492 shares 105,492 $35.8M 0.81% -21 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: 31,591 shares; 2024Q4: 37,728 shares; 2025Q1: 39,213 shares; 2025Q2: 44,916 shares 44,916 $35M 0.79% +5,703 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: 179,334 shares; 2024Q4: 185,919 shares; 2025Q1: 187,819 shares; 2025Q2: 191,522 shares 191,522 $34.9M 0.79% +3,703 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: 60,065 shares; 2024Q4: 61,548 shares; 2025Q1: 62,451 shares; 2025Q2: 62,130 shares 62,130 $34.3M 0.78% -321 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: 31,656 shares; 2024Q4: 32,134 shares; 2025Q1: 32,571 shares; 2025Q2: 32,937 shares 32,937 $32.6M 0.74% +366 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: 35,187 shares; 2024Q4: 43,978 shares; 2025Q1: 44,943 shares; 2025Q2: 45,894 shares 45,894 $32.5M 0.74% +951 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: 240,635 shares; 2024Q4: 251,440 shares; 2025Q1: 260,043 shares; 2025Q2: 251,678 shares 251,678 $31.1M 0.7% -8,365 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: 163,806 shares; 2024Q4: 167,678 shares; 2025Q1: 170,876 shares; 2025Q2: 170,335 shares 170,335 $30M 0.68% -541 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: 135,170 shares; 2024Q4: 135,198 shares; 2025Q1: 134,755 shares; 2025Q2: 136,352 shares 136,352 $29.4M 0.67% +1,597 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: 180,432 shares; 2024Q4: 190,336 shares; 2025Q1: 196,707 shares; 2025Q2: 199,924 shares 199,924 $29.2M 0.66% +3,217 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares 40 $29.2M 0.66% 0 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: 114,204 shares; 2024Q4: 118,086 shares; 2025Q1: 120,881 shares; 2025Q2: 123,310 shares 123,310 $28.7M 0.65% +2,429 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,914 shares; 2024Q4: 172,646 shares; 2025Q1: 177,631 shares; 2025Q2: 170,671 shares 170,671 $26.9M 0.61% -6,960 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: 181,160 shares; 2024Q4: 186,867 shares; 2025Q1: 189,146 shares; 2025Q2: 190,789 shares 190,789 $25.9M 0.59% +1,643 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: 218,874 shares; 2024Q4: 225,031 shares; 2025Q1: 229,008 shares; 2025Q2: 233,242 shares 233,242 $25.5M 0.58% +4,234 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: 390,384 shares; 2024Q4: 415,105 shares; 2025Q1: 434,793 shares; 2025Q2: 451,887 shares 451,887 $25.4M 0.58% +17,094 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: 44,246 shares; 2024Q4: 44,257 shares; 2025Q1: 43,984 shares; 2025Q2: 43,577 shares 43,577 $24.8M 0.56% -407 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: 23,180 shares; 2024Q4: 33,806 shares; 2025Q1: 34,574 shares; 2025Q2: 45,129 shares 45,129 $24.5M 0.56% +10,555 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: 88,018 shares; 2024Q4: 87,988 shares; 2025Q1: 87,814 shares; 2025Q2: 87,459 shares 87,459 $24.5M 0.55% -355 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: 45,422 shares; 2024Q4: 48,144 shares; 2025Q1: 49,433 shares; 2025Q2: 51,555 shares 51,555 $24.2M 0.55% +2,122 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: 132,696 shares; 2024Q4: 148,886 shares; 2025Q1: 150,993 shares; 2025Q2: 138,008 shares 138,008 $22M 0.5% -12,985 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: 164,111 shares; 2024Q4: 170,264 shares; 2025Q1: 173,143 shares; 2025Q2: 174,846 shares 174,846 $21.7M 0.49% +1,703 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: 247,299 shares; 2024Q4: 257,592 shares; 2025Q1: 263,833 shares; 2025Q2: 270,155 shares 270,155 $21.4M 0.48% +6,322 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: 194,981 shares; 2024Q4: 142,131 shares; 2025Q1: 141,418 shares; 2025Q2: 135,256 shares 135,256 $20.7M 0.47% -6,162 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: 121,593 shares; 2024Q4: 127,926 shares; 2025Q1: 132,188 shares; 2025Q2: 135,824 shares 135,824 $20.3M 0.46% +3,636 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: 139,447 shares; 2024Q4: 141,836 shares; 2025Q1: 146,584 shares; 2025Q2: 207,647 shares 207,647 $20.3M 0.46% +61,063 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: 72,655 shares; 2024Q4: 74,333 shares; 2025Q1: 75,692 shares; 2025Q2: 77,702 shares 77,702 $19.9M 0.45% +2,010 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: 2,324 shares; 2025Q1: 2,324 shares; 2025Q2: 99,861 shares 99,861 $19.6M 0.44% +97,537 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: 56,447 shares; 2024Q4: 56,490 shares; 2025Q1: 56,593 shares; 2025Q2: 55,591 shares 55,591 $19.5M 0.44% -1,002 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: 12,172 shares; 2024Q4: 27,472 shares; 2025Q1: 28,359 shares; 2025Q2: 60,518 shares 60,518 $19.2M 0.44% +32,159 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: 99,422 shares; 2024Q4: 100,719 shares; 2025Q1: 101,532 shares; 2025Q2: 102,505 shares 102,505 $19M 0.43% +973 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: 222,239 shares; 2024Q4: 220,946 shares; 2025Q1: 203,505 shares; 2025Q2: 205,120 shares 205,120 $18.9M 0.43% +1,615 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: 69,759 shares; 2024Q4: 74,523 shares; 2025Q1: 97,157 shares; 2025Q2: 100,372 shares 100,372 $18.7M 0.42% +3,215 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: 65,502 shares; 2024Q4: 65,557 shares; 2025Q1: 64,764 shares; 2025Q2: 64,993 shares 64,993 $18.5M 0.42% +229 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: 20,734 shares; 2024Q4: 22,399 shares; 2025Q1: 23,462 shares; 2025Q2: 24,338 shares 24,338 $18.3M 0.42% +876 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,764 shares; 2024Q4: 10,375 shares; 2025Q1: 10,815 shares; 2025Q2: 34,677 shares 34,677 $17.7M 0.4% +23,862 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: 131,683 shares; 2024Q4: 136,510 shares; 2025Q1: 157,385 shares; 2025Q2: 158,198 shares 158,198 $17.1M 0.39% +813 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: 38,802 shares; 2024Q4: 40,587 shares; 2025Q1: 41,189 shares; 2025Q2: 41,759 shares 41,759 $16.9M 0.38% +570 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: 19,990 shares; 2024Q4: 20,862 shares; 2025Q1: 21,721 shares; 2025Q2: 22,478 shares 22,478 $16.4M 0.37% +757 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,250 shares; 2025Q1: 103,321 shares; 2025Q2: 92,681 shares 92,681 $16.1M 0.37% -10,640 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: 59,682 shares; 2024Q4: 59,058 shares; 2025Q1: 57,574 shares; 2025Q2: 54,391 shares 54,391 $15.9M 0.36% -3,183 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: 63,355 shares; 2024Q4: 63,355 shares; 2025Q1: 64,419 shares; 2025Q2: 64,382 shares 64,382 $15.3M 0.35% -37 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: 35,360 shares; 2024Q4: 36,806 shares; 2025Q1: 37,816 shares; 2025Q2: 39,120 shares 39,120 $15.2M 0.34% +1,304 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: 69,195 shares; 2024Q4: 69,231 shares; 2025Q1: 69,362 shares; 2025Q2: 69,472 shares 69,472 $15.2M 0.34% +110 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: 59,949 shares; 2024Q4: 62,768 shares; 2025Q1: 64,679 shares; 2025Q2: 66,462 shares 66,462 $14.5M 0.33% +1,783 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: 10,506 shares; 2024Q4: 10,622 shares; 2025Q1: 11,325 shares; 2025Q2: 19,626 shares 19,626 $14.4M 0.33% +8,301 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,261 shares; 2024Q4: 94,759 shares; 2025Q1: 110,067 shares; 2025Q2: 113,262 shares 113,262 $14.3M 0.32% +3,195 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: 40,069 shares; 2024Q4: 41,097 shares; 2025Q1: 40,162 shares; 2025Q2: 38,267 shares 38,267 $14M 0.32% -1,895 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: 23,614 shares; 2024Q4: 24,788 shares; 2025Q1: 25,565 shares; 2025Q2: 26,360 shares 26,360 $13.9M 0.32% +795 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,160 shares; 2024Q4: 126,315 shares; 2025Q1: 131,981 shares; 2025Q2: 136,390 shares 136,390 $13.8M 0.31% +4,409 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,675 shares; 2024Q4: 25,583 shares; 2025Q1: 26,912 shares; 2025Q2: 27,831 shares 27,831 $13.6M 0.31% +919 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: 27,193 shares; 2024Q4: 28,795 shares; 2025Q1: 30,743 shares; 2025Q2: 31,815 shares 31,815 $13.4M 0.3% +1,072 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: 35,119 shares; 2024Q4: 34,996 shares; 2025Q1: 34,589 shares; 2025Q2: 34,129 shares 34,129 $13.2M 0.3% -460 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 35,721 shares; 2025Q1: 38,808 shares; 2025Q2: 40,663 shares 40,663 $13.1M 0.3% +1,855 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: 6,330 shares; 2024Q4: 6,567 shares; 2025Q1: 6,901 shares; 2025Q2: 7,151 shares 7,151 $13.1M 0.3% +250 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: 148,889 shares; 2024Q4: 148,770 shares; 2025Q1: 146,585 shares; 2025Q2: 145,640 shares 145,640 $13M 0.3% -945 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: 232,978 shares; 2024Q4: 245,184 shares; 2025Q1: 254,529 shares; 2025Q2: 263,037 shares 263,037 $12.9M 0.29% +8,508 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: 59,884 shares; 2024Q4: 62,281 shares; 2025Q1: 63,039 shares; 2025Q2: 63,627 shares 63,627 $12.6M 0.28% +588 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: 13,936 shares; 2024Q4: 14,014 shares; 2025Q1: 127,811 shares; 2025Q2: 133,664 shares 133,664 $12M 0.27% +5,853 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,570 shares; 2024Q4: 28,911 shares; 2025Q1: 30,018 shares; 2025Q2: 31,020 shares 31,020 $11.9M 0.27% +1,002 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: 7,978 shares; 2024Q4: 8,126 shares; 2025Q1: 8,446 shares; 2025Q2: 130,873 shares 130,873 $11.8M 0.27% +122,427 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: 37,753 shares; 2024Q4: 37,670 shares; 2025Q1: 37,329 shares; 2025Q2: 36,896 shares 36,896 $11.8M 0.27% -433 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,625 shares; 2024Q4: 80,537 shares; 2025Q1: 81,028 shares; 2025Q2: 85,770 shares 85,770 $11.5M 0.26% +4,742 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: 166,195 shares; 2024Q4: 169,926 shares; 2025Q1: 167,320 shares; 2025Q2: 165,124 shares 165,124 $11.5M 0.26% -2,196 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: 125,919 shares; 2024Q4: 100,830 shares; 2025Q1: 92,382 shares; 2025Q2: 85,774 shares 85,774 $11.3M 0.26% -6,608 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,389 shares; 2024Q4: 25,256 shares; 2025Q1: 25,157 shares; 2025Q2: 25,452 shares 25,452 $11.2M 0.25% +295 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: 56,399 shares; 2024Q4: 56,283 shares; 2025Q1: 56,221 shares; 2025Q2: 54,570 shares 54,570 $11.2M 0.25% -1,651 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: 36,799 shares; 2024Q4: 37,705 shares; 2025Q1: 38,242 shares; 2025Q2: 38,487 shares 38,487 $11M 0.25% +245 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: 101,245 shares; 2024Q4: 106,174 shares; 2025Q1: 109,032 shares; 2025Q2: 110,510 shares 110,510 $10.9M 0.25% +1,478 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: 20,730 shares; 2024Q4: 25,542 shares; 2025Q1: 113,915 shares; 2025Q2: 117,866 shares 117,866 $10.8M 0.24% +3,951 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: 123,631 shares; 2024Q4: 370,764 shares; 2025Q1: 383,114 shares; 2025Q2: 362,872 shares 362,872 $10.2M 0.23% -20,242 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,631 shares; 2024Q4: 160,402 shares; 2025Q1: 166,718 shares; 2025Q2: 122,518 shares 122,518 $10.2M 0.23% -44,200 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: 162,579 shares; 2024Q4: 162,692 shares; 2025Q1: 156,940 shares; 2025Q2: 147,265 shares 147,265 $9.9M 0.22% -9,675 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,344 shares; 2024Q4: 81,739 shares; 2025Q1: 85,503 shares; 2025Q2: 88,246 shares 88,246 $9.78M 0.22% +2,743 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: 37,734 shares; 2024Q4: 37,549 shares; 2025Q1: 37,544 shares; 2025Q2: 37,693 shares 37,693 $9.7M 0.22% +149 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,102 shares; 2024Q4: 152,505 shares; 2025Q1: 158,113 shares; 2025Q2: 163,192 shares 163,192 $9.52M 0.22% +5,079 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,121 shares; 2024Q4: 69,503 shares; 2025Q1: 71,080 shares; 2025Q2: 73,209 shares 73,209 $9.4M 0.21% +2,129 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,871 shares; 2024Q4: 144,123 shares; 2025Q1: 125,032 shares; 2025Q2: 136,510 shares 136,510 $9.21M 0.21% +11,478 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: 8,290 shares; 2024Q4: 10,215 shares; 2025Q1: 10,625 shares; 2025Q2: 10,973 shares 10,973 $9.08M 0.21% +348 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: 738 shares; 2024Q4: 736 shares; 2025Q1: 39,122 shares; 2025Q2: 41,043 shares 41,043 $8.73M 0.2% +1,921 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,894 shares; 2024Q4: 69,431 shares; 2025Q1: 72,177 shares; 2025Q2: 74,510 shares 74,510 $8.69M 0.2% +2,333 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,182 shares; 2024Q4: 51,614 shares; 2025Q1: 53,604 shares; 2025Q2: 54,680 shares 54,680 $8.62M 0.2% +1,076 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: 28,055 shares; 2024Q4: 27,904 shares; 2025Q1: 29,153 shares; 2025Q2: 29,006 shares 29,006 $8.55M 0.19% -147 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,302 shares; 2024Q4: 29,291 shares; 2025Q1: 32,869 shares; 2025Q2: 37,582 shares 37,582 $8.51M 0.19% +4,713 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,577 shares; 2024Q4: 47,710 shares; 2025Q1: 49,458 shares; 2025Q2: 51,065 shares 51,065 $8.29M 0.19% +1,607 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: 14,261 shares; 2024Q4: 15,011 shares; 2025Q1: 15,583 shares; 2025Q2: 16,096 shares 16,096 $8.25M 0.19% +513 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: 138,925 shares; 2024Q4: 147,381 shares; 2025Q1: 152,464 shares; 2025Q2: 155,967 shares 155,967 $8.13M 0.18% +3,503 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,197 shares; 2024Q4: 14,760 shares; 2025Q1: 15,433 shares; 2025Q2: 15,924 shares 15,924 $8.13M 0.18% +491 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: 27,730 shares; 2024Q4: 28,148 shares; 2025Q1: 28,888 shares; 2025Q2: 30,105 shares 30,105 $8.11M 0.18% +1,217 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,491 shares; 2024Q4: 87,627 shares; 2025Q1: 90,715 shares; 2025Q2: 93,712 shares 93,712 $8.06M 0.18% +2,997 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,230 shares; 2024Q4: 36,695 shares; 2025Q1: 38,363 shares; 2025Q2: 39,623 shares 39,623 $8.01M 0.18% +1,260 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: 53,584 shares; 2024Q4: 56,259 shares; 2025Q1: 58,641 shares; 2025Q2: 60,558 shares 60,558 $7.98M 0.18% +1,917 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,753 shares; 2024Q4: 47,539 shares; 2025Q1: 50,089 shares; 2025Q2: 51,755 shares 51,755 $7.87M 0.18% +1,666 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: 28,484 shares; 2024Q4: 29,679 shares; 2025Q1: 31,192 shares; 2025Q2: 32,244 shares 32,244 $7.59M 0.17% +1,052 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: 7,517 shares; 2025Q1: 7,300 shares; 2025Q2: 7,215 shares 7,215 $7.57M 0.17% -85 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: 49,830 shares; 2024Q4: 53,048 shares; 2025Q1: 54,644 shares; 2025Q2: 56,237 shares 56,237 $7.48M 0.17% +1,593 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,955 shares; 2024Q4: 45,020 shares; 2025Q1: 46,648 shares; 2025Q2: 48,109 shares 48,109 $7.47M 0.17% +1,461 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,126 shares; 2024Q4: 47,414 shares; 2025Q1: 98,365 shares; 2025Q2: 101,591 shares 101,591 $7.34M 0.17% +3,226 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: 31,556 shares; 2024Q4: 33,169 shares; 2025Q1: 33,613 shares; 2025Q2: 33,037 shares 33,037 $7.33M 0.17% -576 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: 15,380 shares; 2024Q4: 21,949 shares; 2025Q1: 21,581 shares; 2025Q2: 21,017 shares 21,017 $7.22M 0.16% -564 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: 37,392 shares; 2024Q4: 96,522 shares; 2025Q1: 101,442 shares; 2025Q2: 103,940 shares 103,940 $7.22M 0.16% +2,498 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: 148,704 shares; 2024Q4: 296,598 shares; 2025Q1: 291,675 shares; 2025Q2: 281,682 shares 281,682 $7.12M 0.16% -9,993 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: 53,202 shares; 2024Q4: 54,526 shares; 2025Q1: 54,612 shares; 2025Q2: 53,177 shares 53,177 $7.09M 0.16% -1,435 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: 55,380 shares; 2024Q4: 57,157 shares; 2025Q1: 59,911 shares; 2025Q2: 61,671 shares 61,671 $7.05M 0.16% +1,760 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,676 shares; 2024Q4: 130,031 shares; 2025Q1: 207,483 shares; 2025Q2: 214,413 shares 214,413 $7.03M 0.16% +6,930 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: 146,078 shares; 2024Q4: 142,632 shares; 2025Q1: 144,045 shares; 2025Q2: 143,708 shares 143,708 $6.93M 0.16% -337 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: 24,406 shares; 2024Q4: 26,417 shares; 2025Q1: 27,356 shares; 2025Q2: 28,403 shares 28,403 $6.92M 0.16% +1,047 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: 105,349 shares; 2024Q4: 98,846 shares; 2025Q1: 98,178 shares; 2025Q2: 96,603 shares 96,603 $6.83M 0.15% -1,575 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,265 shares; 2024Q4: 34,743 shares; 2025Q1: 36,398 shares; 2025Q2: 37,573 shares 37,573 $6.76M 0.15% +1,175 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 19,441 shares; 2025Q1: 20,214 shares; 2025Q2: 20,877 shares 20,877 $6.76M 0.15% +663 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: 192,874 shares; 2024Q4: 186,001 shares; 2025Q1: 185,332 shares; 2025Q2: 187,473 shares 187,473 $6.69M 0.15% +2,141 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: 166,629 shares; 2024Q4: 195,161 shares; 2025Q1: 195,374 shares; 2025Q2: 97,256 shares 97,256 $6.56M 0.15% -98,118 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,641 shares; 2024Q4: 106,295 shares; 2025Q1: 110,437 shares; 2025Q2: 114,708 shares 114,708 $6.53M 0.15% +4,271 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: 44,359 shares; 2024Q4: 45,088 shares; 2025Q1: 45,657 shares; 2025Q2: 20,435 shares 20,435 $6.37M 0.14% -25,222 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,125 shares; 2024Q4: 53,974 shares; 2025Q1: 56,043 shares; 2025Q2: 57,862 shares 57,862 $6.31M 0.14% +1,819 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: 34,597 shares; 2024Q4: 35,953 shares; 2025Q1: 37,583 shares; 2025Q2: 38,833 shares 38,833 $6.24M 0.14% +1,250 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: 21,725 shares; 2024Q4: 21,953 shares; 2025Q1: 22,310 shares; 2025Q2: 22,348 shares 22,348 $6.24M 0.14% +38 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: 19,530 shares; 2024Q4: 41,670 shares; 2025Q1: 44,112 shares; 2025Q2: 45,575 shares 45,575 $6.12M 0.14% +1,463 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,115 shares; 2024Q4: 77,355 shares; 2025Q1: 79,861 shares; 2025Q2: 82,087 shares 82,087 $6.08M 0.14% +2,226 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: 45,325 shares; 2024Q4: 44,381 shares; 2025Q1: 47,218 shares; 2025Q2: 43,976 shares 43,976 $5.97M 0.14% -3,242 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: 21,708 shares; 2024Q4: 21,231 shares; 2025Q1: 22,052 shares; 2025Q2: 22,050 shares 22,050 $5.9M 0.13% -2 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,279 shares; 2024Q4: 180,249 shares; 2025Q1: 188,581 shares; 2025Q2: 276,056 shares 276,056 $5.81M 0.13% +87,475 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,898 shares; 2024Q4: 23,035 shares; 2025Q1: 23,926 shares; 2025Q2: 24,697 shares 24,697 $5.63M 0.13% +771 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,864 shares; 2024Q4: 73,719 shares; 2025Q1: 78,984 shares; 2025Q2: 81,517 shares 81,517 $5.63M 0.13% +2,533 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: 2,480 shares; 2024Q4: 2,586 shares; 2025Q1: 2,755 shares; 2025Q2: 2,810 shares 2,810 $5.5M 0.12% +55 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: 29,948 shares; 2024Q4: 29,173 shares; 2025Q1: 29,053 shares; 2025Q2: 28,170 shares 28,170 $5.47M 0.12% -883 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: 10,059 shares; 2024Q4: 10,118 shares; 2025Q1: 10,615 shares; 2025Q2: 10,628 shares 10,628 $5.4M 0.12% +13 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: 29,326 shares; 2024Q4: 27,821 shares; 2025Q1: 26,394 shares; 2025Q2: 25,726 shares 25,726 $5.39M 0.12% -668 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: 23,037 shares; 2024Q4: 23,256 shares; 2025Q1: 23,176 shares; 2025Q2: 23,275 shares 23,275 $5.36M 0.12% +99 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: 83,177 shares; 2024Q4: 83,356 shares; 2025Q1: 86,520 shares; 2025Q2: 85,535 shares 85,535 $5.33M 0.12% -985 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: 47,699 shares; 2024Q4: 54,988 shares; 2025Q1: 57,044 shares; 2025Q2: 19,451 shares 19,451 $5.3M 0.12% -37,593 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: 21,331 shares; 2024Q4: 22,246 shares; 2025Q1: 23,127 shares; 2025Q2: 23,888 shares 23,888 $5.23M 0.12% +761 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: 12,332 shares; 2024Q4: 12,965 shares; 2025Q1: 13,417 shares; 2025Q2: 13,833 shares 13,833 $5.19M 0.12% +416 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,290 shares; 2025Q1: 17,161 shares; 2025Q2: 17,643 shares 17,643 $5.13M 0.12% +482 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,822 shares; 2024Q4: 35,356 shares; 2025Q1: 34,939 shares; 2025Q2: 33,620 shares 33,620 $5.12M 0.12% -1,319 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: 108,617 shares; 2024Q4: 107,285 shares; 2025Q1: 107,328 shares; 2025Q2: 108,013 shares 108,013 $5.11M 0.12% +685 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,884 shares; 2024Q4: 10,381 shares; 2025Q1: 10,828 shares; 2025Q2: 11,193 shares 11,193 $5.01M 0.11% +365 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,115 shares; 2024Q4: 126,102 shares; 2025Q1: 132,565 shares; 2025Q2: 137,349 shares 137,349 $4.85M 0.11% +4,784 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: 70,520 shares; 2024Q4: 62,892 shares; 2025Q1: 64,412 shares; 2025Q2: 57,738 shares 57,738 $4.79M 0.11% -6,674 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: 80,308 shares; 2024Q4: 78,817 shares; 2025Q1: 79,522 shares; 2025Q2: 79,275 shares 79,275 $4.65M 0.11% -247 Timeline ARIS WATER SOLUTIONS INC ARIS WATER SOLUTIONS INC More: the full row for ARIS WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 175,441 shares; 2025Q1: 187,029 shares; 2025Q2: 195,442 shares 195,442 $4.62M 0.1% +8,413 CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,393 shares; 2024Q4: 33,100 shares; 2025Q1: 34,493 shares; 2025Q2: 35,793 shares 35,793 $4.6M 0.1% +1,300 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,865 shares; 2024Q4: 14,865 shares; 2025Q1: 14,865 shares; 2025Q2: 14,865 shares 14,865 $4.52M 0.1% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,837 shares; 2024Q4: 76,748 shares; 2025Q1: 79,876 shares; 2025Q2: 82,542 shares 82,542 $4.51M 0.1% +2,666 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: 8,435 shares; 2024Q4: 8,480 shares; 2025Q1: 8,510 shares; 2025Q2: 8,511 shares 8,511 $4.5M 0.1% +1 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353,240 shares; 2025Q1: 353,240 shares; 2025Q2: 247,740 shares 247,740 $4.49M 0.1% -105,500 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: 14,994 shares; 2024Q4: 14,588 shares; 2025Q1: 15,453 shares; 2025Q2: 15,000 shares 15,000 $4.48M 0.1% -453 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,052 shares; 2024Q4: 114,206 shares; 2025Q1: 104,949 shares; 2025Q2: 108,797 shares 108,797 $4.47M 0.1% +3,848 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: 631 shares; 2024Q4: 14,322 shares; 2025Q1: 15,761 shares; 2025Q2: 16,546 shares 16,546 $4.42M 0.1% +785 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 1,490 shares; 2025Q1: 120,390 shares; 2025Q2: 123,290 shares 123,290 $4.38M 0.1% +2,900 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,535 shares; 2024Q4: 28,689 shares; 2025Q1: 30,061 shares; 2025Q2: 31,147 shares 31,147 $4.35M 0.1% +1,086 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: 14,365 shares; 2024Q4: 14,445 shares; 2025Q1: 15,647 shares; 2025Q2: 14,135 shares 14,135 $4.31M 0.1% -1,512 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,730 shares; 2024Q4: 69,676 shares; 2025Q1: 72,073 shares; 2025Q2: 74,518 shares 74,518 $4.29M 0.1% +2,445 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 59,748 shares; 2025Q2: 61,420 shares 61,420 $4.2M 0.1% +1,672 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: 47,819 shares; 2024Q4: 49,215 shares; 2025Q1: 46,288 shares; 2025Q2: 45,711 shares 45,711 $4.19M 0.09% -577 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,524 shares; 2024Q4: 67,363 shares; 2025Q1: 70,941 shares; 2025Q2: 73,511 shares 73,511 $4.19M 0.09% +2,570 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: 10,428 shares; 2024Q4: 10,508 shares; 2025Q1: 9,973 shares; 2025Q2: 9,777 shares 9,777 $4.15M 0.09% -196 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: 85,975 shares; 2024Q4: 86,804 shares; 2025Q1: 87,928 shares; 2025Q2: 87,895 shares 87,895 $4.07M 0.09% -33 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: 20,272 shares; 2024Q4: 21,973 shares; 2025Q1: 24,833 shares; 2025Q2: 25,252 shares 25,252 $4.02M 0.09% +419 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 11,042 shares; 2025Q1: 11,418 shares; 2025Q2: 11,759 shares 11,759 $3.96M 0.09% +341 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: 50,741 shares; 2024Q4: 51,769 shares; 2025Q1: 44,900 shares; 2025Q2: 44,072 shares 44,072 $3.93M 0.09% -828 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: 36,217 shares; 2024Q4: 35,562 shares; 2025Q1: 35,465 shares; 2025Q2: 34,624 shares 34,624 $3.84M 0.09% -841 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,422 shares; 2024Q4: 63,157 shares; 2025Q1: 62,946 shares; 2025Q2: 62,554 shares 62,554 $3.81M 0.09% -392 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: 148,468 shares; 2024Q4: 150,411 shares; 2025Q1: 149,907 shares; 2025Q2: 87,704 shares 87,704 $3.79M 0.09% -62,203 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: 7,408 shares; 2024Q4: 7,443 shares; 2025Q1: 10,404 shares; 2025Q2: 12,299 shares 12,299 $3.74M 0.08% +1,895 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,333 shares; 2024Q4: 180,722 shares; 2025Q1: 168,669 shares; 2025Q2: 165,776 shares 165,776 $3.71M 0.08% -2,893 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: 8,273 shares; 2024Q4: 80,714 shares; 2025Q1: 80,879 shares; 2025Q2: 80,879 shares 80,879 $3.66M 0.08% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,095 shares; 2024Q4: 43,869 shares; 2025Q1: 45,780 shares; 2025Q2: 47,266 shares 47,266 $3.64M 0.08% +1,486 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,162 shares; 2024Q4: 13,749 shares; 2025Q1: 14,342 shares; 2025Q2: 14,800 shares 14,800 $3.59M 0.08% +458 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: 8,177 shares; 2024Q4: 8,247 shares; 2025Q1: 8,193 shares; 2025Q2: 8,157 shares 8,157 $3.58M 0.08% -36 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: 33,201 shares; 2024Q4: 33,051 shares; 2025Q1: 33,851 shares; 2025Q2: 34,218 shares 34,218 $3.58M 0.08% +367 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: 6,089 shares; 2024Q4: 6,177 shares; 2025Q1: 6,330 shares; 2025Q2: 6,464 shares 6,464 $3.55M 0.08% +134 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: 10,182 shares; 2024Q4: 11,510 shares; 2025Q1: 11,509 shares; 2025Q2: 11,937 shares 11,937 $3.46M 0.08% +428 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,762 shares; 2024Q4: 49,762 shares; 2025Q1: 49,762 shares; 2025Q2: 49,762 shares 49,762 $3.44M 0.08% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 6,409 shares; 2025Q1: 12,434 shares; 2025Q2: 65,971 shares 65,971 $3.43M 0.08% +53,537 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,286 shares; 2024Q4: 16,286 shares; 2025Q1: 20,545 shares; 2025Q2: 20,561 shares 20,561 $3.42M 0.08% +16 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: 23,437 shares; 2024Q4: 23,332 shares; 2025Q1: 25,828 shares; 2025Q2: 27,472 shares 27,472 $3.39M 0.08% +1,644 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: 30,880 shares; 2024Q4: 31,127 shares; 2025Q1: 31,001 shares; 2025Q2: 31,482 shares 31,482 $3.27M 0.07% +481 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: 22,851 shares; 2024Q4: 24,072 shares; 2025Q1: 24,418 shares; 2025Q2: 26,947 shares 26,947 $3.26M 0.07% +2,529 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: 13,191 shares; 2024Q4: 13,401 shares; 2025Q1: 13,428 shares; 2025Q2: 13,118 shares 13,118 $3.24M 0.07% -310 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 29,607 shares; 2025Q1: 29,607 shares; 2025Q2: 29,607 shares 29,607 $3.16M 0.07% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 839 shares; 2025Q1: 789 shares; 2025Q2: 1,203 shares 1,203 $3.14M 0.07% +414 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,117 shares; 2024Q4: 20,117 shares; 2025Q1: 22,193 shares; 2025Q2: 23,045 shares 23,045 $3.11M 0.07% +852 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: 10,420 shares; 2024Q4: 10,172 shares; 2025Q1: 10,111 shares; 2025Q2: 9,915 shares 9,915 $3.06M 0.07% -196 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 6,034 shares; 2025Q2: 6,034 shares 6,034 $3.03M 0.07% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,409 shares; 2024Q4: 23,169 shares; 2025Q1: 25,272 shares; 2025Q2: 22,674 shares 22,674 $3.02M 0.07% -2,598 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: 34,311 shares; 2024Q4: 102,753 shares; 2025Q1: 102,846 shares; 2025Q2: 101,757 shares 101,757 $2.99M 0.07% -1,089 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,783 shares; 2024Q4: 65,652 shares; 2025Q1: 62,431 shares; 2025Q2: 61,491 shares 61,491 $2.98M 0.07% -940 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: 41,438 shares; 2024Q4: 40,800 shares; 2025Q1: 40,920 shares; 2025Q2: 40,263 shares 40,263 $2.95M 0.07% -657 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: 14,909 shares; 2024Q4: 15,539 shares; 2025Q1: 4,036 shares; 2025Q2: 3,732 shares 3,732 $2.94M 0.07% -304 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: 15,052 shares; 2024Q4: 3,512 shares; 2025Q1: 3,372 shares; 2025Q2: 3,586 shares 3,586 $2.87M 0.07% +214 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: 27,285 shares; 2024Q4: 25,892 shares; 2025Q1: 25,852 shares; 2025Q2: 25,752 shares 25,752 $2.72M 0.06% -100 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN 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: 72,000 shares; 2025Q1: 72,174 shares; 2025Q2: 50,351 shares 50,351 $2.7M 0.06% -21,823 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,628 shares; 2024Q4: 24,018 shares; 2025Q1: 20,316 shares; 2025Q2: 19,250 shares 19,250 $2.68M 0.06% -1,066 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 22,457 shares; 2025Q1: 23,524 shares; 2025Q2: 24,371 shares 24,371 $2.68M 0.06% +847 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: 10,527 shares; 2024Q4: 10,774 shares; 2025Q1: 10,774 shares; 2025Q2: 10,527 shares 10,527 $2.67M 0.06% -247 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: 75,959 shares; 2024Q4: 99,040 shares; 2025Q1: 95,097 shares; 2025Q2: 89,508 shares 89,508 $2.59M 0.06% -5,589 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: 129,127 shares; 2024Q4: 123,620 shares; 2025Q1: 115,357 shares; 2025Q2: 106,471 shares 106,471 $2.58M 0.06% -8,886 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,777 shares; 2024Q4: 30,633 shares; 2025Q1: 30,108 shares; 2025Q2: 28,185 shares 28,185 $2.56M 0.06% -1,923 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: 7,075 shares; 2024Q4: 6,551 shares; 2025Q1: 6,696 shares; 2025Q2: 6,582 shares 6,582 $2.55M 0.06% -114 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: 12,085 shares; 2024Q4: 12,126 shares; 2025Q1: 11,463 shares; 2025Q2: 11,463 shares 11,463 $2.54M 0.06% 0 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: 8,532 shares; 2024Q4: 7,824 shares; 2025Q1: 6,332 shares; 2025Q2: 6,378 shares 6,378 $2.52M 0.06% +46 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,467 shares; 2024Q4: 62,129 shares; 2025Q1: 53,783 shares; 2025Q2: 35,256 shares 35,256 $2.5M 0.06% -18,527 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: 15,286 shares; 2024Q4: 15,057 shares; 2025Q1: 17,431 shares; 2025Q2: 18,689 shares 18,689 $2.48M 0.06% +1,258 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,451 shares; 2025Q1: 4,368 shares; 2025Q2: 4,390 shares 4,390 $2.47M 0.06% +22 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: 13,730 shares; 2024Q4: 11,413 shares; 2025Q1: 11,580 shares; 2025Q2: 11,681 shares 11,681 $2.43M 0.05% +101 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,959 shares; 2024Q4: 21,389 shares; 2025Q1: 21,313 shares; 2025Q2: 18,853 shares 18,853 $2.39M 0.05% -2,460 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: 6,003 shares; 2024Q4: 11,661 shares; 2025Q1: 11,591 shares; 2025Q2: 11,577 shares 11,577 $2.37M 0.05% -14 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,778 shares; 2024Q4: 15,690 shares; 2025Q1: 15,790 shares; 2025Q2: 15,828 shares 15,828 $2.35M 0.05% +38 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,825 shares; 2024Q4: 17,825 shares; 2025Q1: 17,494 shares; 2025Q2: 17,711 shares 17,711 $2.34M 0.05% +217 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 16,093 shares; 2025Q1: 19,392 shares; 2025Q2: 22,368 shares 22,368 $2.27M 0.05% +2,976 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,482 shares; 2024Q4: 19,374 shares; 2025Q1: 19,348 shares; 2025Q2: 19,306 shares 19,306 $2.26M 0.05% -42 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: 22,468 shares; 2024Q4: 25,139 shares; 2025Q1: 26,128 shares; 2025Q2: 31,765 shares 31,765 $2.24M 0.05% +5,637 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,787 shares; 2025Q1: 3,536 shares; 2025Q2: 4,530 shares 4,530 $2.22M 0.05% +994 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: 28,793 shares; 2024Q4: 86,144 shares; 2025Q1: 85,314 shares; 2025Q2: 89,329 shares 89,329 $2.18M 0.05% +4,015 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: 979 shares; 2024Q4: 880 shares; 2025Q1: 1,842 shares; 2025Q2: 1,624 shares 1,624 $2.17M 0.05% -218 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: 27,069 shares; 2024Q4: 26,885 shares; 2025Q1: 26,805 shares; 2025Q2: 26,655 shares 26,655 $2.14M 0.05% -150 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: 7,766 shares; 2024Q4: 7,416 shares; 2025Q1: 7,416 shares; 2025Q2: 7,416 shares 7,416 $2.14M 0.05% 0 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: 2,562 shares; 2024Q4: 2,568 shares; 2025Q1: 2,595 shares; 2025Q2: 2,349 shares 2,349 $2.1M 0.05% -246 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,942 shares; 2024Q4: 31,316 shares; 2025Q1: 30,272 shares; 2025Q2: 30,238 shares 30,238 $2.02M 0.05% -34 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: 20,655 shares; 2025Q1: 20,655 shares; 2025Q2: 20,616 shares 20,616 $2.01M 0.05% -39 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,823 shares; 2024Q4: 30,466 shares; 2025Q1: 34,562 shares; 2025Q2: 49,358 shares 49,358 $1.97M 0.04% +14,796 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 10,641 shares; 2025Q1: 10,641 shares; 2025Q2: 10,641 shares 10,641 $1.93M 0.04% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,562 shares; 2024Q4: 13,087 shares; 2025Q1: 13,710 shares; 2025Q2: 14,135 shares 14,135 $1.92M 0.04% +425 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,018 shares; 2024Q4: 45,159 shares; 2025Q1: 45,032 shares; 2025Q2: 46,408 shares 46,408 $1.89M 0.04% +1,376 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: 3,873 shares; 2024Q4: 3,873 shares; 2025Q1: 7,745 shares; 2025Q2: 9,545 shares 9,545 $1.87M 0.04% +1,800 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 82 shares; 2025Q2: 4,576 shares 4,576 $1.86M 0.04% +4,494 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 22,382 shares; 2025Q1: 21,427 shares; 2025Q2: 18,412 shares 18,412 $1.85M 0.04% -3,015 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: 3,804 shares; 2024Q4: 3,804 shares; 2025Q1: 15,167 shares; 2025Q2: 16,618 shares 16,618 $1.83M 0.04% +1,451 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: 342 shares; 2024Q4: 909 shares; 2025Q1: 1,625 shares; 2025Q2: 2,336 shares 2,336 $1.79M 0.04% +711 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: 9,717 shares; 2024Q4: 8,832 shares; 2025Q1: 8,290 shares; 2025Q2: 7,962 shares 7,962 $1.76M 0.04% -328 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: 22,345 shares; 2024Q4: 19,962 shares; 2025Q1: 16,753 shares; 2025Q2: 16,501 shares 16,501 $1.73M 0.04% -252 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: 17,903 shares; 2024Q4: 17,973 shares; 2025Q1: 18,136 shares; 2025Q2: 17,485 shares 17,485 $1.73M 0.04% -651 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: 100,256 shares; 2024Q4: 104,133 shares; 2025Q1: 14,182 shares; 2025Q2: 14,309 shares 14,309 $1.71M 0.04% +127 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: 3,722 shares; 2024Q4: 3,680 shares; 2025Q1: 3,612 shares; 2025Q2: 3,620 shares 3,620 $1.68M 0.04% +8 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 25,500 shares; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares 25,500 $1.67M 0.04% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,713 shares; 2024Q4: 5,636 shares; 2025Q1: 5,634 shares; 2025Q2: 5,867 shares 5,867 $1.65M 0.04% +233 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: 9,546 shares; 2024Q4: 15,355 shares; 2025Q1: 17,052 shares; 2025Q2: 23,476 shares 23,476 $1.64M 0.04% +6,424 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: 66,316 shares; 2024Q4: 12,747 shares; 2025Q1: 11,573 shares; 2025Q2: 11,451 shares 11,451 $1.62M 0.04% -122 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: 989 shares; 2024Q4: 3,153 shares; 2025Q1: 3,979 shares; 2025Q2: 5,328 shares 5,328 $1.62M 0.04% +1,349 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,438 shares; 2024Q4: 109,921 shares; 2025Q1: 114,361 shares; 2025Q2: 118,065 shares 118,065 $1.59M 0.04% +3,704 Timeline 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: 74,985 shares; 2024Q4: 74,985 shares; 2025Q1: 74,985 shares; 2025Q2: 74,985 shares 74,985 $1.57M 0.04% 0 Timeline ESGV 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: 11,140 shares; 2024Q4: 13,013 shares; 2025Q1: 14,093 shares; 2025Q2: 14,093 shares 14,093 $1.55M 0.04% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 6,571 shares; 2025Q1: 7,014 shares; 2025Q2: 7,014 shares 7,014 $1.52M 0.03% 0 Timeline CWB 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: 19,440 shares; 2024Q4: 19,440 shares; 2025Q1: 18,440 shares; 2025Q2: 18,440 shares 18,440 $1.52M 0.03% 0 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: 5,087 shares; 2024Q4: 6,556 shares; 2025Q1: 7,224 shares; 2025Q2: 7,368 shares 7,368 $1.48M 0.03% +144 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 6,620 shares; 2025Q2: 6,616 shares 6,616 $1.47M 0.03% -4 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,860 shares; 2025Q2: 14,457 shares 14,457 $1.46M 0.03% -23,403 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: 23,720 shares; 2024Q4: 24,275 shares; 2025Q1: 23,590 shares; 2025Q2: 23,593 shares 23,593 $1.44M 0.03% +3 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: 1,676 shares; 2024Q4: 1,676 shares; 2025Q1: 3,201 shares; 2025Q2: 16,922 shares 16,922 $1.44M 0.03% +13,721 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,963 shares; 2024Q4: 39,557 shares; 2025Q1: 41,613 shares; 2025Q2: 39,890 shares 39,890 $1.42M 0.03% -1,723 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: 14,181 shares; 2025Q1: 13,714 shares; 2025Q2: 13,683 shares 13,683 $1.4M 0.03% -31 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: 6,117 shares; 2024Q4: 6,117 shares; 2025Q1: 6,077 shares; 2025Q2: 6,077 shares 6,077 $1.39M 0.03% 0 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: 11,124 shares; 2024Q4: 11,107 shares; 2025Q1: 10,888 shares; 2025Q2: 10,742 shares 10,742 $1.38M 0.03% -146 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: 5,894 shares; 2024Q4: 5,140 shares; 2025Q1: 4,983 shares; 2025Q2: 5,021 shares 5,021 $1.38M 0.03% +38 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 5,076 shares; 2025Q1: 7,992 shares; 2025Q2: 9,936 shares 9,936 $1.38M 0.03% +1,944 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: 17,327 shares; 2024Q4: 17,689 shares; 2025Q1: 19,857 shares; 2025Q2: 19,540 shares 19,540 $1.37M 0.03% -317 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,469 shares; 2025Q1: 2,742 shares; 2025Q2: 2,741 shares 2,741 $1.37M 0.03% -1 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,741 shares; 2024Q4: 34,695 shares; 2025Q1: 69,687 shares; 2025Q2: 99,851 shares 99,851 $1.37M 0.03% +30,164 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,669 shares; 2024Q4: 31,681 shares; 2025Q1: 28,940 shares; 2025Q2: 25,928 shares 25,928 $1.34M 0.03% -3,012 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,542 shares; 2024Q4: 17,360 shares; 2025Q1: 18,333 shares; 2025Q2: 18,004 shares 18,004 $1.34M 0.03% -329 Timeline SPHQ 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: 18,749 shares; 2024Q4: 18,749 shares; 2025Q1: 18,749 shares; 2025Q2: 18,749 shares 18,749 $1.34M 0.03% 0 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: 4,152 shares; 2024Q4: 4,123 shares; 2025Q1: 4,098 shares; 2025Q2: 4,036 shares 4,036 $1.33M 0.03% -62 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: 39,086 shares; 2024Q4: 38,661 shares; 2025Q1: 38,661 shares; 2025Q2: 38,661 shares 38,661 $1.33M 0.03% 0 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: 4,964 shares; 2024Q4: 4,964 shares; 2025Q1: 7,982 shares; 2025Q2: 9,994 shares 9,994 $1.33M 0.03% +2,012 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 984 shares; 2025Q1: 865 shares; 2025Q2: 869 shares 869 $1.32M 0.03% +4 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: 7,077 shares; 2024Q4: 7,034 shares; 2025Q1: 7,537 shares; 2025Q2: 7,653 shares 7,653 $1.32M 0.03% +116 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,005 shares; 2024Q4: 53,200 shares; 2025Q1: 68,544 shares; 2025Q2: 95,879 shares 95,879 $1.32M 0.03% +27,335 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 11,592 shares; 2025Q1: 11,386 shares; 2025Q2: 11,237 shares 11,237 $1.31M 0.03% -149 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: 7,255 shares; 2024Q4: 9,288 shares; 2025Q1: 8,109 shares; 2025Q2: 6,768 shares 6,768 $1.3M 0.03% -1,341 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: 12,975 shares; 2024Q4: 12,905 shares; 2025Q1: 12,905 shares; 2025Q2: 12,905 shares 12,905 $1.28M 0.03% 0 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: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 3,887 shares; 2025Q2: 3,932 shares 3,932 $1.26M 0.03% +45 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,300 shares; 2025Q1: 3,157 shares; 2025Q2: 2,875 shares 2,875 $1.26M 0.03% -282 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,461 shares; 2024Q4: 12,205 shares; 2025Q1: 12,815 shares; 2025Q2: 12,437 shares 12,437 $1.23M 0.03% -378 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,585 shares; 2024Q4: 33,723 shares; 2025Q1: 51,126 shares; 2025Q2: 79,790 shares 79,790 $1.23M 0.03% +28,664 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: 6,532 shares; 2024Q4: 6,575 shares; 2025Q1: 14,754 shares; 2025Q2: 14,902 shares 14,902 $1.2M 0.03% +148 Timeline PKW 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: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares 9,600 $1.19M 0.03% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,500 shares; 2025Q1: 30,500 shares; 2025Q2: 30,500 shares 30,500 $1.18M 0.03% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 4,554 shares; 2025Q1: 5,058 shares; 2025Q2: 4,662 shares 4,662 $1.16M 0.03% -396 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: 12,295 shares; 2024Q4: 12,295 shares; 2025Q1: 12,295 shares; 2025Q2: 12,295 shares 12,295 $1.15M 0.03% 0 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: 16,276 shares; 2024Q4: 4,672 shares; 2025Q1: 6,108 shares; 2025Q2: 6,174 shares 6,174 $1.13M 0.03% +66 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: 17,717 shares; 2024Q4: 13,634 shares; 2025Q1: 13,327 shares; 2025Q2: 13,252 shares 13,252 $1.13M 0.03% -75 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,173 shares; 2024Q4: 24,739 shares; 2025Q1: 24,714 shares; 2025Q2: 24,714 shares 24,714 $1.12M 0.03% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,532 shares; 2024Q4: 43,532 shares; 2025Q1: 43,532 shares; 2025Q2: 43,532 shares 43,532 $1.1M 0.03% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 7,743 shares; 2025Q1: 12,884 shares; 2025Q2: 19,941 shares 19,941 $1.08M 0.02% +7,057 Timeline BIZD 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: not reported; 2024Q4: not reported; 2025Q1: 65,724 shares; 2025Q2: 65,724 shares 65,724 $1.07M 0.02% 0 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: 40,656 shares; 2024Q4: 39,781 shares; 2025Q1: 32,406 shares; 2025Q2: 31,727 shares 31,727 $1.07M 0.02% -679 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: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,451 shares; 2025Q2: 6,451 shares 6,451 $1.06M 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,692 shares; 2025Q1: 3,225 shares; 2025Q2: 2,876 shares 2,876 $1.01M 0.02% -349 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: 31,000 shares; 2024Q4: 30,846 shares; 2025Q1: 32,315 shares; 2025Q2: 30,701 shares 30,701 $1.01M 0.02% -1,614 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: 12,118 shares; 2024Q4: 12,086 shares; 2025Q1: 11,830 shares; 2025Q2: 11,531 shares 11,531 $1.01M 0.02% -299 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: 9,489 shares; 2024Q4: 9,489 shares; 2025Q1: 9,489 shares; 2025Q2: 9,489 shares 9,489 $1M 0.02% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,005 shares 10,005 $982K 0.02% +5 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 7,832 shares; 2025Q1: 7,746 shares; 2025Q2: 7,746 shares 7,746 $973K 0.02% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD 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: 6,629 shares; 2025Q1: 9,423 shares; 2025Q2: 17,114 shares 17,114 $946K 0.02% +7,691 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 5,704 shares; 2025Q1: 5,204 shares; 2025Q2: 5,208 shares 5,208 $943K 0.02% +4 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: 1,504 shares; 2025Q2: 16,546 shares 16,546 $940K 0.02% +15,042 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: 9,185 shares; 2024Q4: 8,067 shares; 2025Q1: 10,253 shares; 2025Q2: 10,253 shares 10,253 $934K 0.02% 0 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: 34,263 shares; 2024Q4: 34,263 shares; 2025Q1: 30,663 shares; 2025Q2: 30,663 shares 30,663 $925K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,525 shares; 2024Q4: 12,647 shares; 2025Q1: 13,391 shares; 2025Q2: 13,431 shares 13,431 $921K 0.02% +40 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 11,132 shares; 2025Q1: 17,100 shares; 2025Q2: 26,901 shares 26,901 $905K 0.02% +9,801 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,327 shares; 2025Q1: 5,325 shares; 2025Q2: 5,375 shares 5,375 $892K 0.02% +50 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: 13,313 shares; 2024Q4: 10,767 shares; 2025Q1: 11,162 shares; 2025Q2: 10,936 shares 10,936 $869K 0.02% -226 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: 15,705 shares; 2024Q4: 15,142 shares; 2025Q1: 13,915 shares; 2025Q2: 12,591 shares 12,591 $868K 0.02% -1,324 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 5,900 shares; 2025Q1: 10,593 shares; 2025Q2: 14,862 shares 14,862 $867K 0.02% +4,269 Timeline DTD 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: 10,707 shares; 2024Q4: 10,707 shares; 2025Q1: 10,707 shares; 2025Q2: 10,707 shares 10,707 $851K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 6,149 shares; 2025Q1: 6,149 shares; 2025Q2: 6,149 shares 6,149 $830K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,182 shares; 2025Q1: 4,538 shares; 2025Q2: 4,472 shares 4,472 $820K 0.02% -66 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: 3,870 shares; 2024Q4: 3,871 shares; 2025Q1: 3,861 shares; 2025Q2: 3,876 shares 3,876 $811K 0.02% +15 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,855 shares; 2025Q1: 3,048 shares; 2025Q2: 3,406 shares 3,406 $811K 0.02% +358 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4,086 shares; 2025Q1: 4,086 shares; 2025Q2: 4,085 shares 4,085 $810K 0.02% -1 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,963 shares; 2024Q4: 5,963 shares; 2025Q1: 5,963 shares; 2025Q2: 7,193 shares 7,193 $805K 0.02% +1,230 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: 6,325 shares; 2024Q4: 5,936 shares; 2025Q1: 6,373 shares; 2025Q2: 5,757 shares 5,757 $798K 0.02% -616 HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 2,895 shares; 2025Q1: 2,895 shares; 2025Q2: 2,969 shares 2,969 $791K 0.02% +74 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,620 shares; 2024Q4: 20,261 shares; 2025Q1: 25,904 shares; 2025Q2: 25,729 shares 25,729 $789K 0.02% -175 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 2,759 shares; 2025Q1: 3,586 shares; 2025Q2: 5,018 shares 5,018 $783K 0.02% +1,432 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: 4,131 shares; 2024Q4: 6,930 shares; 2025Q1: 10,710 shares; 2025Q2: 16,524 shares 16,524 $782K 0.02% +5,814 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: 1,021 shares; 2024Q4: 1,021 shares; 2025Q1: 9,221 shares; 2025Q2: 9,501 shares 9,501 $773K 0.02% +280 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 5,780 shares; 2025Q1: 6,474 shares; 2025Q2: 10,068 shares 10,068 $772K 0.02% +3,594 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 3,282 shares; 2025Q1: 4,359 shares; 2025Q2: 7,486 shares 7,486 $771K 0.02% +3,127 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,193 shares; 2024Q4: 16,208 shares; 2025Q1: 15,414 shares; 2025Q2: 24,433 shares 24,433 $767K 0.02% +9,019 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: 4,415 shares; 2024Q4: 4,588 shares; 2025Q1: 5,522 shares; 2025Q2: 5,130 shares 5,130 $746K 0.02% -392 Timeline PAM PAMPA ENERGIA SA More: the full row for PAMPA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 5,915 shares; 2025Q1: 7,044 shares; 2025Q2: 10,690 shares 10,690 $742K 0.02% +3,646 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,793 shares; 2025Q1: 1,749 shares; 2025Q2: 1,816 shares 1,816 $742K 0.02% +67 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,188 shares; 2024Q4: 116,375 shares; 2025Q1: 110,475 shares; 2025Q2: 96,910 shares 96,910 $729K 0.02% -13,565 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: 48,998 shares; 2024Q4: 48,608 shares; 2025Q1: 42,168 shares; 2025Q2: 14,848 shares 14,848 $728K 0.02% -27,320 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: 16,368 shares; 2024Q4: 15,821 shares; 2025Q1: 15,945 shares; 2025Q2: 16,037 shares 16,037 $726K 0.02% +92 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 8,456 shares; 2025Q1: 1,660 shares; 2025Q2: 1,605 shares 1,605 $723K 0.02% -55 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 5,291 shares; 2025Q1: 6,588 shares; 2025Q2: 6,588 shares 6,588 $715K 0.02% 0 Timeline VRP 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: 44,775 shares; 2024Q4: 40,365 shares; 2025Q1: 39,798 shares; 2025Q2: 29,224 shares 29,224 $715K 0.02% -10,574 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,156 shares; 2025Q2: 11,156 shares 11,156 $711K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: 2,938 shares; 2025Q1: 3,005 shares; 2025Q2: 3,227 shares 3,227 $705K 0.02% +222 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: 57,266 shares; 2024Q4: 6,979 shares; 2025Q1: 5,857 shares; 2025Q2: 5,292 shares 5,292 $700K 0.02% -565 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: 24,179 shares; 2024Q4: 24,155 shares; 2025Q1: 23,485 shares; 2025Q2: 23,155 shares 23,155 $693K 0.02% -330 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: 4,745 shares; 2024Q4: 5,827 shares; 2025Q1: 5,866 shares; 2025Q2: 5,866 shares 5,866 $692K 0.02% 0 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares 40,000 $689K 0.02% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,263 shares; 2025Q2: 10,263 shares 10,263 $688K 0.02% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,784 shares; 2025Q1: 3,784 shares; 2025Q2: 3,784 shares 3,784 $685K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,388 shares; 2024Q4: 5,388 shares; 2025Q1: 5,728 shares; 2025Q2: 5,533 shares 5,533 $660K 0.01% -195 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: 462 shares; 2024Q4: 500 shares; 2025Q1: 1,026 shares; 2025Q2: 994 shares 994 $659K 0.01% -32 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: 7,164 shares; 2024Q4: 7,164 shares; 2025Q1: 7,164 shares; 2025Q2: 7,164 shares 7,164 $652K 0.01% 0 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: 10,153 shares; 2024Q4: 10,153 shares; 2025Q1: 9,938 shares; 2025Q2: 10,131 shares 10,131 $643K 0.01% +193 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 544 shares; 2025Q2: 544 shares 544 $639K 0.01% 0 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: 1,654 shares; 2024Q4: 1,245 shares; 2025Q1: 4,860 shares; 2025Q2: 4,682 shares 4,682 $638K 0.01% -178 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: 1,801 shares; 2024Q4: 1,784 shares; 2025Q1: 1,784 shares; 2025Q2: 1,784 shares 1,784 $636K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 4,141 shares; 2025Q1: 3,739 shares; 2025Q2: 3,759 shares 3,759 $634K 0.01% +20 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,909 shares; 2024Q4: 26,705 shares; 2025Q1: 34,779 shares; 2025Q2: 50,345 shares 50,345 $630K 0.01% +15,566 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,743 shares; 2024Q4: 17,743 shares; 2025Q1: 17,743 shares; 2025Q2: 16,910 shares 16,910 $629K 0.01% -833 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: 843 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 899 shares 899 $628K 0.01% +58 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,202 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares 2,202 $626K 0.01% 0 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: 9,159 shares; 2024Q4: 8,036 shares; 2025Q1: 8,169 shares; 2025Q2: 8,182 shares 8,182 $620K 0.01% +13 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: 1,638 shares; 2024Q4: 2,869 shares; 2025Q1: 4,279 shares; 2025Q2: 4,391 shares 4,391 $619K 0.01% +112 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,115 shares; 2025Q1: 3,989 shares; 2025Q2: 4,006 shares 4,006 $616K 0.01% +17 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,126 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares 1,134 $605K 0.01% 0 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: 9,809 shares; 2024Q4: 9,364 shares; 2025Q1: 6,970 shares; 2025Q2: 5,992 shares 5,992 $604K 0.01% -978 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: 9,719 shares; 2024Q4: 9,719 shares; 2025Q1: 11,453 shares; 2025Q2: 11,453 shares 11,453 $600K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 9,906 shares; 2025Q1: 11,801 shares; 2025Q2: 7,891 shares 7,891 $598K 0.01% -3,910 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 735 shares; 2025Q1: 737 shares; 2025Q2: 748 shares 748 $595K 0.01% +11 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG 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: 21,156 shares 21,156 $594K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,168 shares; 2025Q1: 1,968 shares; 2025Q2: 1,912 shares 1,912 $589K 0.01% -56 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: 23,182 shares; 2024Q4: 7,613 shares; 2025Q1: 5,844 shares; 2025Q2: 5,877 shares 5,877 $583K 0.01% +33 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,639 shares; 2024Q4: 6,639 shares; 2025Q1: 5,556 shares; 2025Q2: 5,556 shares 5,556 $578K 0.01% 0 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: 2,167 shares; 2024Q4: 2,163 shares; 2025Q1: 2,131 shares; 2025Q2: 2,304 shares 2,304 $578K 0.01% +173 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: 9,334 shares; 2024Q4: 9,695 shares; 2025Q1: 10,285 shares; 2025Q2: 10,167 shares 10,167 $575K 0.01% -118 Timeline IYC 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: 5,520 shares; 2024Q4: 5,520 shares; 2025Q1: 5,520 shares; 2025Q2: 5,520 shares 5,520 $550K 0.01% 0 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: 8,513 shares; 2024Q4: 7,668 shares; 2025Q1: 6,922 shares; 2025Q2: 5,431 shares 5,431 $548K 0.01% -1,491 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: 6,871 shares; 2024Q4: 6,871 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares 10,262 $547K 0.01% 0 Timeline DLN 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: 6,580 shares; 2024Q4: 6,580 shares; 2025Q1: 6,580 shares; 2025Q2: 6,580 shares 6,580 $540K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,412 shares; 2024Q4: 14,412 shares; 2025Q1: 15,031 shares; 2025Q2: 14,412 shares 14,412 $535K 0.01% -619 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: 703 shares; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,832 shares 1,832 $534K 0.01% +184 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,867 shares; 2025Q1: 5,602 shares; 2025Q2: 5,609 shares 5,609 $533K 0.01% +7 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares 4,440 $526K 0.01% 0 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 3,036 shares; 2025Q1: 23,243 shares; 2025Q2: 22,529 shares 22,529 $507K 0.01% -714 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: 8,671 shares; 2024Q4: 9,193 shares; 2025Q1: 16,200 shares; 2025Q2: 15,358 shares 15,358 $501K 0.01% -842 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,976 shares; 2024Q4: 5,326 shares; 2025Q1: 5,326 shares; 2025Q2: 5,326 shares 5,326 $500K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares 5,146 $497K 0.01% 0 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: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,308 shares; 2025Q2: 3,303 shares 3,303 $487K 0.01% -5 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,791 shares; 2024Q4: 48,591 shares; 2025Q1: 48,591 shares; 2025Q2: 48,591 shares 48,591 $483K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,206 shares; 2024Q4: 18,083 shares; 2025Q1: 18,268 shares; 2025Q2: 18,118 shares 18,118 $480K 0.01% -150 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: 668 shares; 2024Q4: 631 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares 2,835 $476K 0.01% 0 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: 106 shares; 2024Q4: 110 shares; 2025Q1: 88 shares; 2025Q2: 82 shares 82 $475K 0.01% -6 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,762 shares; 2025Q1: 2,832 shares; 2025Q2: 2,752 shares 2,752 $474K 0.01% -80 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: 1,648 shares; 2024Q4: 1,764 shares; 2025Q1: 1,781 shares; 2025Q2: 1,496 shares 1,496 $466K 0.01% -285 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,770 shares 4,770 $451K 0.01% +470 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: 3,602 shares; 2024Q4: 3,981 shares; 2025Q1: 5,902 shares; 2025Q2: 5,902 shares 5,902 $447K 0.01% 0 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,750 shares; 2025Q2: 25,750 shares 25,750 $445K 0.01% 0 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: 6,499 shares; 2024Q4: 5,814 shares; 2025Q1: 4,667 shares; 2025Q2: 4,333 shares 4,333 $437K 0.01% -334 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,857 shares; 2025Q1: 3,857 shares; 2025Q2: 4,011 shares 4,011 $431K 0.01% +154 Timeline IYH 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: 7,625 shares; 2024Q4: 7,625 shares; 2025Q1: 7,625 shares; 2025Q2: 7,625 shares 7,625 $431K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,933 shares; 2025Q1: 2,028 shares; 2025Q2: 1,881 shares 1,881 $428K 0.01% -147 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: 1,613 shares; 2024Q4: 1,752 shares; 2025Q1: 1,755 shares; 2025Q2: 1,790 shares 1,790 $426K 0.01% +35 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,653 shares; 2025Q1: 6,010 shares; 2025Q2: 10,113 shares 10,113 $425K 0.01% +4,103 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: 932 shares; 2024Q4: 1,056 shares; 2025Q1: 1,265 shares; 2025Q2: 1,295 shares 1,295 $424K 0.01% +30 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 8,415 shares; 2025Q1: 8,415 shares; 2025Q2: 8,415 shares 8,415 $423K 0.01% 0 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: 12,866 shares; 2024Q4: 13,618 shares; 2025Q1: 13,503 shares; 2025Q2: 13,521 shares 13,521 $409K 0.01% +18 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: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares 5,850 $409K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,178 shares; 2025Q1: 2,162 shares; 2025Q2: 2,079 shares 2,079 $403K 0.01% -83 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 733 shares 733 $393K 0.01% +24 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,240 shares; 2025Q2: 1,254 shares 1,254 $388K 0.01% +14 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,782 shares; 2025Q2: 2,185 shares 2,185 $386K 0.01% +403 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,498 shares; 2025Q2: 1,604 shares 1,604 $385K 0.01% +106 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,560 shares 1,560 $385K 0.01% +45 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: 221 shares; 2024Q4: 585 shares; 2025Q1: 1,488 shares; 2025Q2: 1,893 shares 1,893 $384K 0.01% +405 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares 1,815 $384K 0.01% 0 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: 2,084 shares; 2024Q4: 2,084 shares; 2025Q1: 1,812 shares; 2025Q2: 1,964 shares 1,964 $383K 0.01% +152 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,657 shares; 2024Q4: 5,842 shares; 2025Q1: 5,472 shares; 2025Q2: 5,038 shares 5,038 $382K 0.01% -434 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: 8,645 shares; 2024Q4: 7,435 shares; 2025Q1: 7,125 shares; 2025Q2: 7,125 shares 7,125 $376K 0.01% 0 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: 4,011 shares; 2024Q4: 4,049 shares; 2025Q1: 3,646 shares; 2025Q2: 3,501 shares 3,501 $372K 0.01% -145 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 10,303 shares; 2025Q1: 10,303 shares; 2025Q2: 10,303 shares 10,303 $369K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3,287 shares; 2025Q1: 2,371 shares; 2025Q2: 2,375 shares 2,375 $366K 0.01% +4 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: 9,271 shares; 2024Q4: 8,948 shares; 2025Q1: 8,242 shares; 2025Q2: 8,308 shares 8,308 $357K 0.01% +66 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: 8,049 shares; 2024Q4: 7,549 shares; 2025Q1: 6,424 shares; 2025Q2: 4,523 shares 4,523 $356K 0.01% -1,901 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: 3,827 shares; 2024Q4: 3,992 shares; 2025Q1: 4,542 shares; 2025Q2: 4,542 shares 4,542 $354K 0.01% 0 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: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,723 shares; 2025Q2: 3,523 shares 3,523 $354K 0.01% -200 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 3,149 shares; 2025Q2: 3,645 shares 3,645 $352K 0.01% +496 Timeline IYM 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: 500 shares; 2024Q4: 829 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares 2,500 $350K 0.01% 0 Timeline SPSM 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: 8,314 shares; 2024Q4: 8,314 shares; 2025Q1: 8,214 shares; 2025Q2: 8,214 shares 8,214 $350K 0.01% 0 Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,217 shares; 2025Q2: 6,881 shares 6,881 $347K 0.01% +2,664 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 966 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares 1,885 $345K 0.01% 0 Timeline EEMV 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: 4,849 shares; 2024Q4: 4,299 shares; 2025Q1: 5,291 shares; 2025Q2: 5,474 shares 5,474 $344K 0.01% +183 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,567 shares; 2025Q2: 1,572 shares 1,572 $343K 0.01% +5 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: 5,451 shares; 2024Q4: 4,251 shares; 2025Q1: 4,151 shares; 2025Q2: 4,151 shares 4,151 $339K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 4,094 shares; 2025Q1: 3,592 shares; 2025Q2: 2,792 shares 2,792 $339K 0.01% -800 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 8,858 shares; 2025Q1: 8,851 shares; 2025Q2: 8,828 shares 8,828 $338K 0.01% -23 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 4,667 shares; 2025Q1: 4,667 shares; 2025Q2: 4,715 shares 4,715 $338K 0.01% +48 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,927 shares; 2025Q2: 18,927 shares 18,927 $337K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 3,518 shares; 2025Q1: 3,531 shares; 2025Q2: 3,832 shares 3,832 $336K 0.01% +301 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 579 shares; 2025Q2: 583 shares 583 $336K 0.01% +4 Timeline PJP 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: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares 4,130 $330K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,258 shares; 2025Q1: 3,813 shares; 2025Q2: 3,674 shares 3,674 $324K 0.01% -139 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,824 shares; 2024Q4: 5,824 shares; 2025Q1: 5,865 shares; 2025Q2: 5,858 shares 5,858 $320K 0.01% -7 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: 4,139 shares; 2024Q4: 12,417 shares; 2025Q1: 11,982 shares; 2025Q2: 11,982 shares 11,982 $318K 0.01% 0 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,060 shares; 2024Q4: 16,060 shares; 2025Q1: 16,060 shares; 2025Q2: 16,060 shares 16,060 $317K 0.01% 0 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,745 shares; 2024Q4: 50,406 shares; 2025Q1: 50,716 shares; 2025Q2: 14,764 shares 14,764 $315K 0.01% -35,952 Timeline DGS 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: 5,681 shares; 2024Q4: 5,681 shares; 2025Q1: 5,681 shares; 2025Q2: 5,681 shares 5,681 $314K 0.01% 0 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: 2,966 shares; 2024Q4: 2,822 shares; 2025Q1: 2,749 shares; 2025Q2: 1,991 shares 1,991 $310K 0.01% -758 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS 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: 593 shares; 2024Q4: 1,260 shares; 2025Q1: 1,435 shares; 2025Q2: 2,335 shares 2,335 $305K 0.01% +900 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: 2,317 shares; 2024Q4: 2,066 shares; 2025Q1: 2,357 shares; 2025Q2: 2,631 shares 2,631 $303K 0.01% +274 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: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares 7,100 $303K 0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 9,798 shares; 2025Q1: 27,610 shares; 2025Q2: 16,160 shares 16,160 $299K 0.01% -11,450 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares 736 $297K 0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,553 shares; 2025Q2: 1,553 shares 1,553 $295K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,469 shares; 2025Q1: 1,506 shares; 2025Q2: 1,020 shares 1,020 $295K 0.01% -486 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,670 shares; 2024Q4: 67,414 shares; 2025Q1: 45,210 shares; 2025Q2: 27,986 shares 27,986 $294K 0.01% -17,224 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: 5,037 shares; 2025Q1: 5,061 shares; 2025Q2: 5,061 shares 5,061 $292K 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 2,031 shares 2,031 $289K 0.01% +100 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares 3,600 $289K 0.01% 0 Timeline IYF 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: 2,588 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares 2,378 $288K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,255 shares 2,255 $288K 0.01% +61 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: 4,846 shares; 2024Q4: 17,188 shares; 2025Q1: 10,213 shares; 2025Q2: 11,000 shares 11,000 $286K 0.01% +787 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: 2,715 shares; 2024Q4: 2,715 shares; 2025Q1: 2,602 shares; 2025Q2: 2,232 shares 2,232 $282K 0.01% -370 Timeline RXI 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500 $282K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,486 shares; 2025Q1: 2,222 shares; 2025Q2: 2,182 shares 2,182 $282K 0.01% -40 Timeline FEZ 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: 1,861 shares; 2024Q4: not reported; 2025Q1: 2,781 shares; 2025Q2: 4,717 shares 4,717 $282K 0.01% +1,936 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: 7 shares; 2024Q4: 4,452 shares; 2025Q1: 4,452 shares; 2025Q2: 4,452 shares 4,452 $281K 0.01% 0 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: 2,540 shares; 2024Q4: 2,545 shares; 2025Q1: 2,543 shares; 2025Q2: 2,567 shares 2,567 $276K 0.01% +24 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP 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: 263 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares 1,600 $275K 0.01% 0 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA 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: 7,424 shares; 2024Q4: 7,424 shares; 2025Q1: 7,183 shares; 2025Q2: 5,883 shares 5,883 $274K 0.01% -1,300 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,283 shares 1,283 $273K 0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 15,357 shares; 2025Q1: 15,357 shares; 2025Q2: 11,437 shares 11,437 $272K 0.01% -3,920 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,227 shares; 2024Q4: 10,227 shares; 2025Q1: 12,264 shares; 2025Q2: 8,761 shares 8,761 $272K 0.01% -3,503 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: not reported; 2024Q4: 6,725 shares; 2025Q1: 6,725 shares; 2025Q2: 6,729 shares 6,729 $271K 0.01% +4 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,965 shares 2,965 $270K 0.01% +62 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: 498 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 505 shares 505 $270K 0.01% +7 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 196 shares; 2025Q1: 2,221 shares; 2025Q2: 2,264 shares 2,264 $269K 0.01% +43 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: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,965 shares; 2025Q2: 2,444 shares 2,444 $269K 0.01% -521 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: 5,214 shares; 2024Q4: 4,921 shares; 2025Q1: 4,951 shares; 2025Q2: 3,610 shares 3,610 $268K 0.01% -1,341 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,175 shares; 2024Q4: 5,175 shares; 2025Q1: 5,175 shares; 2025Q2: 5,135 shares 5,135 $267K 0.01% -40 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 1,212 shares; 2025Q1: 3,747 shares; 2025Q2: 3,516 shares 3,516 $262K 0.01% -231 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares 3,097 $260K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 561 shares; 2025Q1: 1,294 shares; 2025Q2: 1,558 shares 1,558 $255K 0.01% +264 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares 4,950 $253K 0.01% 0 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,551 shares; 2025Q1: 4,551 shares; 2025Q2: 3,693 shares 3,693 $249K 0.01% -858 Timeline VIGI 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: 1,407 shares; 2024Q4: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 2,705 shares 2,705 $244K 0.01% -587 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,144 shares; 2024Q4: 8,144 shares; 2025Q1: 6,509 shares; 2025Q2: 6,509 shares 6,509 $244K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 485 shares; 2025Q1: 552 shares; 2025Q2: 544 shares 544 $242K 0.01% -8 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: 2,710 shares; 2024Q4: 2,503 shares; 2025Q1: 2,634 shares; 2025Q2: 2,632 shares 2,632 $242K 0.01% -2 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: 3,874 shares; 2024Q4: 3,831 shares; 2025Q1: 3,849 shares; 2025Q2: 3,842 shares 3,842 $241K 0.01% -7 Timeline BAB 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: 14,883 shares; 2024Q4: 13,479 shares; 2025Q1: 11,344 shares; 2025Q2: 9,089 shares 9,089 $241K 0.01% -2,255 Timeline