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: 555,661 shares; 2024Q4: 564,332 shares; 2025Q1: 566,070 shares; 2025Q2: 567,125 shares 567,125 $308M 5.48% +1,055 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: 8,273,052 shares; 2024Q4: 8,281,698 shares; 2025Q1: 8,266,352 shares; 2025Q2: 8,254,596 shares 8,254,596 $295M 5.24% -11,756 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: 4,142,218 shares; 2024Q4: 4,236,787 shares; 2025Q1: 4,142,094 shares; 2025Q2: 4,517,468 shares 4,517,468 $258M 4.58% +375,374 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,374 shares; 2024Q4: 450,373 shares; 2025Q1: 443,566 shares; 2025Q2: 425,183 shares 425,183 $211M 3.76% -18,383 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: 1,091,062 shares; 2024Q4: 1,095,220 shares; 2025Q1: 1,051,902 shares; 2025Q2: 965,959 shares 965,959 $198M 3.53% -85,943 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: 584,766 shares; 2024Q4: 430,963 shares; 2025Q1: 433,914 shares; 2025Q2: 401,550 shares 401,550 $122M 2.17% -32,364 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: 645,475 shares; 2024Q4: 647,638 shares; 2025Q1: 642,737 shares; 2025Q2: 639,885 shares 639,885 $102M 1.81% -2,852 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: 363,152 shares; 2024Q4: 365,770 shares; 2025Q1: 353,616 shares; 2025Q2: 340,891 shares 340,891 $98.8M 1.76% -12,725 Timeline IWY 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: 428,764 shares; 2024Q4: 427,624 shares; 2025Q1: 407,244 shares; 2025Q2: 378,684 shares 378,684 $93.3M 1.66% -28,560 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: 687,957 shares; 2024Q4: 697,026 shares; 2025Q1: 705,676 shares; 2025Q2: 1,008,174 shares 1,008,174 $90.1M 1.6% +302,498 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: 102,332 shares; 2024Q4: 106,179 shares; 2025Q1: 107,037 shares; 2025Q2: 137,817 shares 137,817 $85.6M 1.52% +30,780 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: 501,138 shares; 2024Q4: 486,710 shares; 2025Q1: 472,424 shares; 2025Q2: 467,091 shares 467,091 $71.3M 1.27% -5,333 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,029 shares; 2024Q4: 335,395 shares; 2025Q1: 340,623 shares; 2025Q2: 384,023 shares 384,023 $70.2M 1.25% +43,400 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: 298,678 shares; 2024Q4: 309,329 shares; 2025Q1: 319,428 shares; 2025Q2: 316,623 shares 316,623 $69.5M 1.24% -2,805 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: 79,442 shares; 2024Q4: 115,422 shares; 2025Q1: 85,963 shares; 2025Q2: 121,582 shares 121,582 $69.1M 1.23% +35,619 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: 106,906 shares; 2024Q4: 108,955 shares; 2025Q1: 108,815 shares; 2025Q2: 101,217 shares 101,217 $62.5M 1.11% -7,598 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: 354,166 shares; 2024Q4: 351,105 shares; 2025Q1: 339,137 shares; 2025Q2: 330,335 shares 330,335 $58.6M 1.04% -8,802 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: 453,821 shares; 2024Q4: 419,336 shares; 2025Q1: 730,369 shares; 2025Q2: 555,900 shares 555,900 $55.1M 0.98% -174,469 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 74 shares; 2025Q2: 74 shares 74 $53.9M 0.96% 0 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: 236,632 shares; 2024Q4: 245,009 shares; 2025Q1: 271,947 shares; 2025Q2: 272,445 shares 272,445 $48M 0.85% +498 Timeline SCZ 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: 571,625 shares; 2024Q4: 578,686 shares; 2025Q1: 582,846 shares; 2025Q2: 655,882 shares 655,882 $47.7M 0.85% +73,036 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: 432,266 shares; 2024Q4: 440,179 shares; 2025Q1: 299,434 shares; 2025Q2: 294,413 shares 294,413 $46.5M 0.83% -5,021 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: 489,940 shares; 2024Q4: 478,539 shares; 2025Q1: 473,833 shares; 2025Q2: 467,378 shares 467,378 $42.5M 0.76% -6,455 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: 75,960 shares; 2024Q4: 76,475 shares; 2025Q1: 76,487 shares; 2025Q2: 72,867 shares 72,867 $40.9M 0.73% -3,620 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: 332,189 shares; 2024Q4: 311,886 shares; 2025Q1: 304,213 shares; 2025Q2: 297,664 shares 297,664 $40.5M 0.72% -6,549 Timeline IWX 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: 370,904 shares; 2024Q4: 392,187 shares; 2025Q1: 421,274 shares; 2025Q2: 471,432 shares 471,432 $39.7M 0.71% +50,158 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: 330,731 shares; 2024Q4: 325,109 shares; 2025Q1: 322,838 shares; 2025Q2: 320,576 shares 320,576 $39.6M 0.7% -2,262 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: 121,836 shares; 2024Q4: 120,894 shares; 2025Q1: 117,544 shares; 2025Q2: 111,368 shares 111,368 $39.5M 0.7% -6,176 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: 607,956 shares; 2024Q4: 601,229 shares; 2025Q1: 589,159 shares; 2025Q2: 569,571 shares 569,571 $39.5M 0.7% -19,588 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: 380,693 shares; 2024Q4: 387,247 shares; 2025Q1: 381,795 shares; 2025Q2: 362,783 shares 362,783 $39.1M 0.7% -19,012 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: 103,872 shares; 2024Q4: 108,707 shares; 2025Q1: 117,276 shares; 2025Q2: 132,183 shares 132,183 $37.6M 0.67% +14,907 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: 89,320 shares; 2024Q4: 90,961 shares; 2025Q1: 80,698 shares; 2025Q2: 77,284 shares 77,284 $37.5M 0.67% -3,414 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: 83,713 shares; 2024Q4: 92,799 shares; 2025Q1: 621,081 shares; 2025Q2: 766,018 shares 766,018 $37M 0.66% +144,937 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: not reported; 2024Q4: 1,565,109 shares; 2025Q1: 1,595,876 shares; 2025Q2: 1,502,032 shares 1,502,032 $36.7M 0.65% -93,844 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: 672,567 shares; 2024Q4: 702,017 shares; 2025Q1: 744,102 shares; 2025Q2: 738,613 shares 738,613 $36.5M 0.65% -5,489 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: 110,159 shares; 2024Q4: 109,331 shares; 2025Q1: 62,004 shares; 2025Q2: 65,874 shares 65,874 $36.3M 0.65% +3,870 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,408 shares; 2024Q4: 556,948 shares; 2025Q1: 567,544 shares; 2025Q2: 649,508 shares 649,508 $35.8M 0.64% +81,964 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: 253,749 shares; 2024Q4: 288,273 shares; 2025Q1: 286,017 shares; 2025Q2: 381,204 shares 381,204 $35.1M 0.62% +95,187 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,700 shares; 2024Q4: 566,700 shares; 2025Q1: 566,700 shares; 2025Q2: 566,668 shares 566,668 $34.8M 0.62% -32 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: 204,743 shares; 2024Q4: 204,782 shares; 2025Q1: 204,406 shares; 2025Q2: 204,437 shares 204,437 $32.3M 0.57% +31 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: 287,774 shares; 2024Q4: 283,430 shares; 2025Q1: 281,113 shares; 2025Q2: 270,791 shares 270,791 $29.8M 0.53% -10,322 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: 40,055 shares; 2024Q4: 40,834 shares; 2025Q1: 39,490 shares; 2025Q2: 37,704 shares 37,704 $29.4M 0.52% -1,786 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: 85,645 shares; 2024Q4: 85,645 shares; 2025Q1: 85,645 shares; 2025Q2: 86,027 shares 86,027 $29.2M 0.52% +382 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: 488,877 shares; 2024Q4: 490,828 shares; 2025Q1: 485,802 shares; 2025Q2: 469,895 shares 469,895 $29.1M 0.52% -15,907 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: 133,175 shares; 2024Q4: 141,778 shares; 2025Q1: 151,103 shares; 2025Q2: 171,565 shares 171,565 $28.2M 0.5% +20,462 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: 150,127 shares; 2024Q4: 163,402 shares; 2025Q1: 139,150 shares; 2025Q2: 128,471 shares 128,471 $28.1M 0.5% -10,679 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: 238,649 shares; 2024Q4: 236,123 shares; 2025Q1: 223,893 shares; 2025Q2: 220,267 shares 220,267 $27.2M 0.48% -3,626 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: 119,378 shares; 2024Q4: 122,622 shares; 2025Q1: 118,743 shares; 2025Q2: 115,297 shares 115,297 $26.9M 0.48% -3,446 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: 216,111 shares; 2024Q4: 208,213 shares; 2025Q1: 201,615 shares; 2025Q2: 193,753 shares 193,753 $25.6M 0.46% -7,862 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: 113,055 shares; 2024Q4: 112,583 shares; 2025Q1: 109,466 shares; 2025Q2: 105,565 shares 105,565 $25.1M 0.45% -3,901 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: 108,292 shares; 2024Q4: 122,191 shares; 2025Q1: 118,974 shares; 2025Q2: 113,196 shares 113,196 $24.4M 0.43% -5,778 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: 31,212 shares; 2024Q4: 34,643 shares; 2025Q1: 29,219 shares; 2025Q2: 32,460 shares 32,460 $24M 0.43% +3,241 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: 58,042 shares; 2024Q4: 60,238 shares; 2025Q1: 58,890 shares; 2025Q2: 56,078 shares 56,078 $23.8M 0.42% -2,812 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: 92,363 shares; 2024Q4: 90,782 shares; 2025Q1: 86,052 shares; 2025Q2: 79,496 shares 79,496 $23.4M 0.42% -6,556 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: 313,953 shares; 2024Q4: 302,418 shares; 2025Q1: 294,141 shares; 2025Q2: 280,292 shares 280,292 $22.2M 0.39% -13,849 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: 63,324 shares; 2024Q4: 67,459 shares; 2025Q1: 63,810 shares; 2025Q2: 59,663 shares 59,663 $21.9M 0.39% -4,147 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: 78,751 shares; 2024Q4: 76,418 shares; 2025Q1: 76,157 shares; 2025Q2: 72,836 shares 72,836 $21.3M 0.38% -3,321 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,989 shares; 2024Q4: 217,793 shares; 2025Q1: 201,112 shares; 2025Q2: 198,924 shares 198,924 $21M 0.37% -2,188 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: 155,344 shares; 2024Q4: 157,453 shares; 2025Q1: 153,176 shares; 2025Q2: 144,730 shares 144,730 $20.7M 0.37% -8,446 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: 56,058 shares; 2024Q4: 73,291 shares; 2025Q1: 73,647 shares; 2025Q2: 74,165 shares 74,165 $20.4M 0.36% +518 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: 25,869 shares; 2024Q4: 25,561 shares; 2025Q1: 25,115 shares; 2025Q2: 24,640 shares 24,640 $19.4M 0.35% -475 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: 55,860 shares; 2024Q4: 58,351 shares; 2025Q1: 60,453 shares; 2025Q2: 62,665 shares 62,665 $19.1M 0.34% +2,212 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: 52,054 shares; 2024Q4: 50,287 shares; 2025Q1: 49,007 shares; 2025Q2: 47,065 shares 47,065 $19.1M 0.34% -1,942 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: 116,432 shares; 2024Q4: 114,492 shares; 2025Q1: 113,228 shares; 2025Q2: 109,007 shares 109,007 $18.1M 0.32% -4,221 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: 393,542 shares; 2024Q4: 404,624 shares; 2025Q1: 406,344 shares; 2025Q2: 415,464 shares 415,464 $18M 0.32% +9,120 Timeline GWX 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: 500,456 shares; 2024Q4: 515,965 shares; 2025Q1: 513,384 shares; 2025Q2: 476,677 shares 476,677 $17.7M 0.32% -36,707 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,612 shares; 2024Q4: 356,411 shares; 2025Q1: 343,106 shares; 2025Q2: 324,236 shares 324,236 $17.1M 0.3% -18,870 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: 80,131 shares; 2024Q4: 79,609 shares; 2025Q1: 77,034 shares; 2025Q2: 74,860 shares 74,860 $16.6M 0.3% -2,174 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: 44,795 shares; 2024Q4: 44,165 shares; 2025Q1: 42,503 shares; 2025Q2: 41,496 shares 41,496 $16.4M 0.29% -1,007 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: 115,237 shares; 2024Q4: 125,244 shares; 2025Q1: 119,308 shares; 2025Q2: 111,327 shares 111,327 $16.3M 0.29% -7,981 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: 27,113 shares; 2024Q4: 25,262 shares; 2025Q1: 24,726 shares; 2025Q2: 24,231 shares 24,231 $16.1M 0.29% -495 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: 65,201 shares; 2024Q4: 63,927 shares; 2025Q1: 60,355 shares; 2025Q2: 57,203 shares 57,203 $16M 0.28% -3,152 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: 209,456 shares; 2024Q4: 208,490 shares; 2025Q1: 203,666 shares; 2025Q2: 200,842 shares 200,842 $15.2M 0.27% -2,824 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: 158,424 shares; 2024Q4: 152,945 shares; 2025Q1: 148,514 shares; 2025Q2: 143,824 shares 143,824 $15.2M 0.27% -4,690 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: 18,614 shares; 2024Q4: 19,268 shares; 2025Q1: 17,992 shares; 2025Q2: 16,894 shares 16,894 $15.1M 0.27% -1,098 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: 46,773 shares; 2024Q4: 48,063 shares; 2025Q1: 52,828 shares; 2025Q2: 52,457 shares 52,457 $14.5M 0.26% -371 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: 82,223 shares; 2024Q4: 89,190 shares; 2025Q1: 83,187 shares; 2025Q2: 77,800 shares 77,800 $14.4M 0.26% -5,387 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,770 shares; 2024Q4: 409,770 shares; 2025Q1: 409,770 shares; 2025Q2: 430,680 shares 430,680 $14.1M 0.25% +20,910 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: 151,082 shares; 2024Q4: 151,089 shares; 2025Q1: 160,940 shares; 2025Q2: 79,465 shares 79,465 $13.7M 0.24% -81,475 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: 130,875 shares; 2024Q4: 136,012 shares; 2025Q1: 142,740 shares; 2025Q2: 124,056 shares 124,056 $13.6M 0.24% -18,684 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: 56,256 shares; 2024Q4: 57,528 shares; 2025Q1: 54,089 shares; 2025Q2: 52,186 shares 52,186 $13.4M 0.24% -1,903 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: 192,237 shares; 2024Q4: 196,874 shares; 2025Q1: 194,207 shares; 2025Q2: 187,123 shares 187,123 $13.2M 0.24% -7,084 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: 128,029 shares; 2024Q4: 138,770 shares; 2025Q1: 147,388 shares; 2025Q2: 133,156 shares 133,156 $13M 0.23% -14,232 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: 323,849 shares; 2024Q4: 317,810 shares; 2025Q1: 310,372 shares; 2025Q2: 302,226 shares 302,226 $13M 0.23% -8,146 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: 67,351 shares; 2024Q4: 65,887 shares; 2025Q1: 65,598 shares; 2025Q2: 65,606 shares 65,606 $12.8M 0.23% +8 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: 26,477 shares; 2024Q4: 26,824 shares; 2025Q1: 23,287 shares; 2025Q2: 28,123 shares 28,123 $12.3M 0.22% +4,836 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,920 shares; 2024Q4: 590,519 shares; 2025Q1: 590,519 shares; 2025Q2: 590,519 shares 590,519 $11.9M 0.21% 0 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: 41,175 shares; 2024Q4: 41,936 shares; 2025Q1: 40,627 shares; 2025Q2: 39,302 shares 39,302 $11.7M 0.21% -1,325 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: 46,379 shares; 2024Q4: 42,468 shares; 2025Q1: 39,361 shares; 2025Q2: 37,915 shares 37,915 $11.7M 0.21% -1,446 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,153 shares; 2024Q4: 138,556 shares; 2025Q1: 140,629 shares; 2025Q2: 136,088 shares 136,088 $11.5M 0.21% -4,541 Timeline SUNRISE COMMUNICATIONS AG SUNRISE COMMUNICATIONS AG More: the full row for SUNRISE COMMUNICATIONS 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: 203,031 shares; 2025Q1: 203,028 shares; 2025Q2: 203,028 shares 203,028 $11.5M 0.2% 0 CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,530 shares; 2024Q4: 26,212 shares; 2025Q1: 25,348 shares; 2025Q2: 23,931 shares 23,931 $11.4M 0.2% -1,417 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,900 shares; 2024Q4: 52,969 shares; 2025Q1: 51,316 shares; 2025Q2: 48,904 shares 48,904 $11.4M 0.2% -2,412 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: 52,963 shares; 2024Q4: 54,419 shares; 2025Q1: 51,190 shares; 2025Q2: 48,914 shares 48,914 $11.3M 0.2% -2,276 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: 78,978 shares; 2024Q4: 80,959 shares; 2025Q1: 79,845 shares; 2025Q2: 73,378 shares 73,378 $11.2M 0.2% -6,467 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,505 shares; 2024Q4: 113,505 shares; 2025Q1: 113,505 shares; 2025Q2: 113,380 shares 113,380 $11.2M 0.2% -125 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: 194,178 shares; 2024Q4: 188,989 shares; 2025Q1: 164,581 shares; 2025Q2: 159,506 shares 159,506 $11.1M 0.2% -5,075 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: 58,688 shares; 2024Q4: 56,688 shares; 2025Q1: 52,914 shares; 2025Q2: 50,165 shares 50,165 $10.9M 0.19% -2,749 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: 60,413 shares; 2024Q4: 65,537 shares; 2025Q1: 65,641 shares; 2025Q2: 59,821 shares 59,821 $10.9M 0.19% -5,820 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: 45,969 shares; 2024Q4: 53,578 shares; 2025Q1: 51,385 shares; 2025Q2: 52,148 shares 52,148 $10.8M 0.19% +763 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: 21,563 shares; 2024Q4: 22,001 shares; 2025Q1: 21,327 shares; 2025Q2: 21,136 shares 21,136 $10.7M 0.19% -191 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: 49,298 shares; 2024Q4: 48,735 shares; 2025Q1: 49,923 shares; 2025Q2: 59,058 shares 59,058 $10.4M 0.19% +9,135 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: 43,812 shares; 2024Q4: 47,042 shares; 2025Q1: 40,306 shares; 2025Q2: 38,007 shares 38,007 $10.4M 0.18% -2,299 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,000 shares; 2024Q4: 140,000 shares; 2025Q1: 140,000 shares; 2025Q2: 140,000 shares 140,000 $10.1M 0.18% 0 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: 36,075 shares; 2024Q4: 38,422 shares; 2025Q1: 42,363 shares; 2025Q2: 49,330 shares 49,330 $9.74M 0.17% +6,967 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: 148,383 shares; 2024Q4: 146,490 shares; 2025Q1: 130,006 shares; 2025Q2: 133,118 shares 133,118 $9.46M 0.17% +3,112 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,439 shares; 2024Q4: 64,870 shares; 2025Q1: 63,013 shares; 2025Q2: 60,918 shares 60,918 $9.34M 0.17% -2,095 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: 10,459 shares; 2024Q4: 11,233 shares; 2025Q1: 9,140 shares; 2025Q2: 9,336 shares 9,336 $9.24M 0.16% +196 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: 41,004 shares; 2024Q4: 38,525 shares; 2025Q1: 36,668 shares; 2025Q2: 35,702 shares 35,702 $9.19M 0.16% -966 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,760 shares; 2024Q4: 346,107 shares; 2025Q1: 424,276 shares; 2025Q2: 395,887 shares 395,887 $9.1M 0.16% -28,389 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: 55,668 shares; 2024Q4: 59,563 shares; 2025Q1: 57,181 shares; 2025Q2: 56,242 shares 56,242 $8.96M 0.16% -939 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: 73,373 shares; 2024Q4: 75,060 shares; 2025Q1: 75,196 shares; 2025Q2: 102,488 shares 102,488 $8.93M 0.16% +27,292 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: 31,428 shares; 2024Q4: 32,939 shares; 2025Q1: 30,560 shares; 2025Q2: 27,410 shares 27,410 $8.74M 0.16% -3,150 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: 41,020 shares; 2024Q4: 39,490 shares; 2025Q1: 37,947 shares; 2025Q2: 36,167 shares 36,167 $8.69M 0.15% -1,780 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,451 shares; 2024Q4: 200,579 shares; 2025Q1: 240,403 shares; 2025Q2: 199,014 shares 199,014 $8.58M 0.15% -41,389 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,662 shares; 2024Q4: 37,844 shares; 2025Q1: 36,487 shares; 2025Q2: 34,974 shares 34,974 $8.57M 0.15% -1,513 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,168 shares; 2024Q4: 58,392 shares; 2025Q1: 56,350 shares; 2025Q2: 54,406 shares 54,406 $8.51M 0.15% -1,944 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: 80,278 shares; 2024Q4: 76,401 shares; 2025Q1: 63,802 shares; 2025Q2: 68,527 shares 68,527 $8.5M 0.15% +4,725 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: 136,914 shares; 2024Q4: 132,718 shares; 2025Q1: 128,774 shares; 2025Q2: 122,233 shares 122,233 $8.38M 0.15% -6,541 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: 7,959 shares; 2025Q1: 7,838 shares; 2025Q2: 7,937 shares 7,937 $8.33M 0.15% +99 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: 28,886 shares; 2024Q4: 31,168 shares; 2025Q1: 29,155 shares; 2025Q2: 26,613 shares 26,613 $8.3M 0.15% -2,542 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,936 shares; 2024Q4: 97,941 shares; 2025Q1: 95,862 shares; 2025Q2: 99,110 shares 99,110 $8.3M 0.15% +3,248 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: 104,764 shares; 2024Q4: 109,854 shares; 2025Q1: 117,220 shares; 2025Q2: 121,983 shares 121,983 $8.23M 0.15% +4,763 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,955 shares; 2024Q4: 94,806 shares; 2025Q1: 92,328 shares; 2025Q2: 87,887 shares 87,887 $8.22M 0.15% -4,441 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: 71,766 shares; 2024Q4: 69,137 shares; 2025Q1: 67,636 shares; 2025Q2: 67,391 shares 67,391 $8.06M 0.14% -245 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: 62,376 shares; 2024Q4: 59,042 shares; 2025Q1: 56,893 shares; 2025Q2: 54,527 shares 54,527 $7.93M 0.14% -2,366 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: 21,129 shares; 2024Q4: 22,432 shares; 2025Q1: 19,868 shares; 2025Q2: 20,099 shares 20,099 $7.8M 0.14% +231 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: 56,341 shares; 2024Q4: 58,394 shares; 2025Q1: 57,404 shares; 2025Q2: 57,300 shares 57,300 $7.64M 0.14% -104 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: 136,118 shares; 2024Q4: 135,033 shares; 2025Q1: 130,355 shares; 2025Q2: 123,413 shares 123,413 $7.55M 0.13% -6,942 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: 23,738 shares; 2024Q4: 23,013 shares; 2025Q1: 23,013 shares; 2025Q2: 21,315 shares 21,315 $7.48M 0.13% -1,698 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,567 shares; 2024Q4: 723,567 shares; 2025Q1: 723,567 shares; 2025Q2: 723,567 shares 723,567 $7.46M 0.13% 0 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: 54,677 shares; 2024Q4: 54,400 shares; 2025Q1: 54,328 shares; 2025Q2: 52,950 shares 52,950 $7.37M 0.13% -1,378 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: 266,565 shares; 2024Q4: 258,408 shares; 2025Q1: 254,850 shares; 2025Q2: 253,918 shares 253,918 $7.35M 0.13% -932 Timeline FNDX 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: 100,371 shares; 2024Q4: 297,986 shares; 2025Q1: 297,986 shares; 2025Q2: 297,986 shares 297,986 $7.31M 0.13% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,969 shares; 2024Q4: 35,850 shares; 2025Q1: 35,314 shares; 2025Q2: 33,282 shares 33,282 $7.13M 0.13% -2,032 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: 323,016 shares; 2024Q4: 311,773 shares; 2025Q1: 305,671 shares; 2025Q2: 290,871 shares 290,871 $7.05M 0.13% -14,800 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: 69,529 shares; 2024Q4: 76,009 shares; 2025Q1: 76,265 shares; 2025Q2: 76,305 shares 76,305 $6.85M 0.12% +40 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,693 shares; 2025Q1: 5,697 shares; 2025Q2: 6,645 shares 6,645 $6.83M 0.12% +948 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: 159,681 shares; 2024Q4: 155,702 shares; 2025Q1: 146,387 shares; 2025Q2: 146,830 shares 146,830 $6.8M 0.12% +443 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: 74,073 shares; 2024Q4: 72,363 shares; 2025Q1: 77,428 shares; 2025Q2: 73,833 shares 73,833 $6.74M 0.12% -3,595 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: 15,014 shares; 2024Q4: 32,222 shares; 2025Q1: 32,532 shares; 2025Q2: 29,621 shares 29,621 $6.71M 0.12% -2,911 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: 3,583 shares; 2024Q4: 3,400 shares; 2025Q1: 24,346 shares; 2025Q2: 64,888 shares 64,888 $6.53M 0.12% +40,542 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,763 shares; 2024Q4: 77,813 shares; 2025Q1: 73,577 shares; 2025Q2: 69,977 shares 69,977 $6.53M 0.12% -3,600 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: 18,606 shares; 2024Q4: 43,720 shares; 2025Q1: 43,322 shares; 2025Q2: 41,484 shares 41,484 $6.47M 0.12% -1,838 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,404 shares; 2024Q4: 74,008 shares; 2025Q1: 72,499 shares; 2025Q2: 67,107 shares 67,107 $6.45M 0.11% -5,392 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: 93,400 shares; 2024Q4: 89,736 shares; 2025Q1: 87,764 shares; 2025Q2: 85,003 shares 85,003 $6.44M 0.11% -2,761 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: 67,028 shares; 2024Q4: 65,176 shares; 2025Q1: 62,571 shares; 2025Q2: 59,520 shares 59,520 $6.39M 0.11% -3,051 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,847 shares; 2024Q4: 25,596 shares; 2025Q1: 25,352 shares; 2025Q2: 24,084 shares 24,084 $6.32M 0.11% -1,268 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: 131,991 shares; 2024Q4: 132,563 shares; 2025Q1: 130,007 shares; 2025Q2: 133,538 shares 133,538 $6.32M 0.11% +3,531 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 30,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,000 shares 24,000 $6.16M 0.11% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 17,975 shares; 2025Q1: 20,647 shares; 2025Q2: 19,360 shares 19,360 $6.15M 0.11% -1,287 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: 5,732 shares; 2024Q4: 5,518 shares; 2025Q1: 3,730 shares; 2025Q2: 4,425 shares 4,425 $5.93M 0.11% +695 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: 30,134 shares; 2024Q4: 37,119 shares; 2025Q1: 33,673 shares; 2025Q2: 30,434 shares 30,434 $5.91M 0.11% -3,239 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,349 shares; 2024Q4: 92,403 shares; 2025Q1: 89,464 shares; 2025Q2: 85,227 shares 85,227 $5.79M 0.1% -4,237 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: 231,398 shares; 2024Q4: 325,243 shares; 2025Q1: 319,743 shares; 2025Q2: 318,742 shares 318,742 $5.78M 0.1% -1,001 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: 21,299 shares; 2024Q4: 21,485 shares; 2025Q1: 21,378 shares; 2025Q2: 20,406 shares 20,406 $5.76M 0.1% -972 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,177 shares; 2024Q4: 129,824 shares; 2025Q1: 126,829 shares; 2025Q2: 121,335 shares 121,335 $5.73M 0.1% -5,494 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: 16,747 shares; 2024Q4: 15,849 shares; 2025Q1: 15,702 shares; 2025Q2: 16,595 shares 16,595 $5.7M 0.1% +893 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: 2,933 shares; 2024Q4: 2,905 shares; 2025Q1: 2,905 shares; 2025Q2: 2,894 shares 2,894 $5.66M 0.1% -11 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: 8,563 shares; 2024Q4: 9,821 shares; 2025Q1: 8,158 shares; 2025Q2: 7,994 shares 7,994 $5.66M 0.1% -164 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: 16,660 shares; 2024Q4: 18,981 shares; 2025Q1: 18,779 shares; 2025Q2: 19,314 shares 19,314 $5.6M 0.1% +535 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: 17,314 shares; 2024Q4: 18,529 shares; 2025Q1: 20,093 shares; 2025Q2: 31,930 shares 31,930 $5.51M 0.1% +11,837 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: 60,373 shares; 2024Q4: 70,430 shares; 2025Q1: 69,060 shares; 2025Q2: 68,691 shares 68,691 $5.5M 0.1% -369 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,932 shares; 2024Q4: 60,960 shares; 2025Q1: 61,432 shares; 2025Q2: 60,417 shares 60,417 $5.5M 0.1% -1,015 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: 73,727 shares; 2024Q4: 71,930 shares; 2025Q1: 67,950 shares; 2025Q2: 55,065 shares 55,065 $5.48M 0.1% -12,885 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: 17,245 shares; 2024Q4: 17,274 shares; 2025Q1: 17,367 shares; 2025Q2: 17,487 shares 17,487 $5.41M 0.1% +120 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: 71,647 shares; 2024Q4: 75,651 shares; 2025Q1: 76,961 shares; 2025Q2: 77,132 shares 77,132 $5.39M 0.1% +171 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,086 shares; 2024Q4: 232,086 shares; 2025Q1: 231,383 shares; 2025Q2: 234,511 shares 234,511 $5.39M 0.1% +3,128 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: 34,446 shares; 2024Q4: 30,299 shares; 2025Q1: 30,104 shares; 2025Q2: 28,730 shares 28,730 $5.36M 0.1% -1,374 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,552 shares; 2024Q4: 53,540 shares; 2025Q1: 67,159 shares; 2025Q2: 90,471 shares 90,471 $5.27M 0.09% +23,312 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,613 shares; 2024Q4: 29,639 shares; 2025Q1: 29,317 shares; 2025Q2: 30,285 shares 30,285 $5.22M 0.09% +968 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: 14,880 shares; 2024Q4: 16,422 shares; 2025Q1: 15,179 shares; 2025Q2: 15,740 shares 15,740 $5.2M 0.09% +561 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: 10,265 shares; 2024Q4: 8,773 shares; 2025Q1: 8,809 shares; 2025Q2: 9,759 shares 9,759 $5.16M 0.09% +950 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,019 shares; 2024Q4: 20,553 shares; 2025Q1: 20,975 shares; 2025Q2: 21,452 shares 21,452 $5.15M 0.09% +477 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: 89,761 shares; 2024Q4: 90,168 shares; 2025Q1: 93,496 shares; 2025Q2: 86,194 shares 86,194 $5.05M 0.09% -7,302 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: 149,176 shares; 2024Q4: 151,072 shares; 2025Q1: 149,578 shares; 2025Q2: 145,967 shares 145,967 $5.04M 0.09% -3,611 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,366 shares; 2024Q4: 47,366 shares; 2025Q1: 47,366 shares; 2025Q2: 48,061 shares 48,061 $5.02M 0.09% +695 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: 41,404 shares; 2024Q4: 41,432 shares; 2025Q1: 41,459 shares; 2025Q2: 41,243 shares 41,243 $4.99M 0.09% -216 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: 46,839 shares; 2024Q4: 52,562 shares; 2025Q1: 35,870 shares; 2025Q2: 57,974 shares 57,974 $4.84M 0.09% +22,104 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: 14,822 shares; 2024Q4: 15,163 shares; 2025Q1: 14,748 shares; 2025Q2: 13,453 shares 13,453 $4.8M 0.09% -1,295 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: 9,108 shares; 2024Q4: 9,963 shares; 2025Q1: 7,222 shares; 2025Q2: 6,769 shares 6,769 $4.73M 0.08% -453 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: 35,527 shares; 2024Q4: 37,434 shares; 2025Q1: 36,015 shares; 2025Q2: 35,448 shares 35,448 $4.73M 0.08% -567 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: 53,268 shares; 2024Q4: 52,421 shares; 2025Q1: 50,388 shares; 2025Q2: 35,301 shares 35,301 $4.7M 0.08% -15,087 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,004 shares; 2024Q4: 52,626 shares; 2025Q1: 42,696 shares; 2025Q2: 40,852 shares 40,852 $4.65M 0.08% -1,844 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: 38,449 shares; 2024Q4: 37,837 shares; 2025Q1: 37,281 shares; 2025Q2: 36,011 shares 36,011 $4.64M 0.08% -1,270 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,827 shares; 2024Q4: 118,170 shares; 2025Q1: 115,832 shares; 2025Q2: 110,611 shares 110,611 $4.49M 0.08% -5,221 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: 23,217 shares; 2024Q4: 18,428 shares; 2025Q1: 17,953 shares; 2025Q2: 17,978 shares 17,978 $4.45M 0.08% +25 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: 1,550 shares; 2024Q4: 1,706 shares; 2025Q1: 851 shares; 2025Q2: 767 shares 767 $4.44M 0.08% -84 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: 7,619 shares; 2024Q4: 10,054 shares; 2025Q1: 10,005 shares; 2025Q2: 9,455 shares 9,455 $4.44M 0.08% -550 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,165 shares; 2024Q4: 47,904 shares; 2025Q1: 47,028 shares; 2025Q2: 44,585 shares 44,585 $4.43M 0.08% -2,443 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: 33,858 shares; 2024Q4: 34,915 shares; 2025Q1: 35,046 shares; 2025Q2: 36,902 shares 36,902 $4.4M 0.08% +1,856 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: 51,333 shares; 2024Q4: 55,798 shares; 2025Q1: 50,837 shares; 2025Q2: 48,359 shares 48,359 $4.4M 0.08% -2,478 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: 38,191 shares; 2024Q4: 43,870 shares; 2025Q1: 43,875 shares; 2025Q2: 49,337 shares 49,337 $4.2M 0.07% +5,462 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: 21,811 shares; 2024Q4: 21,521 shares; 2025Q1: 22,127 shares; 2025Q2: 22,790 shares 22,790 $4.18M 0.07% +663 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,558 shares; 2024Q4: 33,558 shares; 2025Q1: 33,558 shares; 2025Q2: 33,558 shares 33,558 $4.17M 0.07% 0 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,805 shares; 2024Q4: 64,076 shares; 2025Q1: 62,929 shares; 2025Q2: 59,284 shares 59,284 $4.16M 0.07% -3,645 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: 21,134 shares; 2024Q4: 30,511 shares; 2025Q1: 29,015 shares; 2025Q2: 29,369 shares 29,369 $4.14M 0.07% +354 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,587 shares; 2024Q4: 51,656 shares; 2025Q1: 51,950 shares; 2025Q2: 52,874 shares 52,874 $4.09M 0.07% +924 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: 25,130 shares; 2024Q4: 24,981 shares; 2025Q1: 17,529 shares; 2025Q2: 5,589 shares 5,589 $4.09M 0.07% -11,940 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: 21,046 shares; 2024Q4: 23,422 shares; 2025Q1: 23,311 shares; 2025Q2: 22,431 shares 22,431 $4.08M 0.07% -880 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: 18,663 shares; 2024Q4: 20,989 shares; 2025Q1: 20,280 shares; 2025Q2: 17,201 shares 17,201 $4.08M 0.07% -3,079 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: 10,382 shares; 2024Q4: 10,365 shares; 2025Q1: 10,344 shares; 2025Q2: 7,186 shares 7,186 $4.07M 0.07% -3,158 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: 17,053 shares; 2024Q4: 18,447 shares; 2025Q1: 18,932 shares; 2025Q2: 19,123 shares 19,123 $4.01M 0.07% +191 Timeline LLYVK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,269 shares; 2024Q4: 49,269 shares; 2025Q1: 49,269 shares; 2025Q2: 49,269 shares 49,269 $4M 0.07% 0 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: 11,833 shares; 2024Q4: 14,369 shares; 2025Q1: 13,591 shares; 2025Q2: 14,869 shares 14,869 $3.97M 0.07% +1,278 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: 44,497 shares; 2025Q1: 41,988 shares; 2025Q2: 40,257 shares 40,257 $3.92M 0.07% -1,731 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 808 shares; 2025Q1: 108,876 shares; 2025Q2: 107,448 shares 107,448 $3.87M 0.07% -1,428 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,581 shares; 2024Q4: 144,660 shares; 2025Q1: 144,655 shares; 2025Q2: 144,581 shares 144,581 $3.83M 0.07% -74 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: 32,476 shares; 2024Q4: 32,338 shares; 2025Q1: 32,370 shares; 2025Q2: 31,550 shares 31,550 $3.83M 0.07% -820 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,415 shares; 2024Q4: 15,780 shares; 2025Q1: 15,832 shares; 2025Q2: 15,652 shares 15,652 $3.8M 0.07% -180 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: 10,074 shares; 2024Q4: 10,019 shares; 2025Q1: 9,381 shares; 2025Q2: 8,411 shares 8,411 $3.68M 0.07% -970 Timeline VPU 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: 20,400 shares; 2024Q4: 20,545 shares; 2025Q1: 20,545 shares; 2025Q2: 20,545 shares 20,545 $3.63M 0.06% 0 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: 11,435 shares; 2024Q4: 16,620 shares; 2025Q1: 16,803 shares; 2025Q2: 15,811 shares 15,811 $3.62M 0.06% -992 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: 34,939 shares; 2024Q4: 36,459 shares; 2025Q1: 35,423 shares; 2025Q2: 36,580 shares 36,580 $3.61M 0.06% +1,157 Timeline NULV 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: 99,367 shares; 2024Q4: 87,318 shares; 2025Q1: 86,057 shares; 2025Q2: 85,790 shares 85,790 $3.6M 0.06% -267 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: 14,619 shares; 2024Q4: 13,568 shares; 2025Q1: 12,801 shares; 2025Q2: 12,570 shares 12,570 $3.59M 0.06% -231 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: 31,260 shares; 2024Q4: 31,353 shares; 2025Q1: 30,879 shares; 2025Q2: 30,156 shares 30,156 $3.56M 0.06% -723 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,651 shares; 2024Q4: 40,887 shares; 2025Q1: 40,181 shares; 2025Q2: 40,196 shares 40,196 $3.55M 0.06% +15 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: 29,391 shares; 2024Q4: 34,012 shares; 2025Q1: 31,934 shares; 2025Q2: 23,693 shares 23,693 $3.54M 0.06% -8,241 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,853 shares; 2024Q4: 14,703 shares; 2025Q1: 14,677 shares; 2025Q2: 14,448 shares 14,448 $3.54M 0.06% -229 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: 5,622 shares; 2024Q4: 5,272 shares; 2025Q1: 5,011 shares; 2025Q2: 4,821 shares 4,821 $3.53M 0.06% -190 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: 45,276 shares; 2024Q4: 55,588 shares; 2025Q1: 53,207 shares; 2025Q2: 58,064 shares 58,064 $3.49M 0.06% +4,857 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: 20,566 shares; 2024Q4: 27,702 shares; 2025Q1: 22,997 shares; 2025Q2: 25,591 shares 25,591 $3.4M 0.06% +2,594 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,558 shares; 2024Q4: 59,136 shares; 2025Q1: 63,371 shares; 2025Q2: 61,198 shares 61,198 $3.37M 0.06% -2,173 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: 60,394 shares; 2024Q4: 54,903 shares; 2025Q1: 49,946 shares; 2025Q2: 47,683 shares 47,683 $3.36M 0.06% -2,263 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,982 shares; 2024Q4: 19,981 shares; 2025Q1: 19,956 shares; 2025Q2: 19,833 shares 19,833 $3.35M 0.06% -123 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,095 shares; 2024Q4: 62,563 shares; 2025Q1: 61,575 shares; 2025Q2: 58,040 shares 58,040 $3.28M 0.06% -3,535 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: 47,120 shares; 2024Q4: 45,353 shares; 2025Q1: 48,183 shares; 2025Q2: 48,393 shares 48,393 $3.25M 0.06% +210 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,484 shares; 2024Q4: 23,578 shares; 2025Q1: 24,538 shares; 2025Q2: 24,401 shares 24,401 $3.21M 0.06% -137 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: 20,853 shares; 2024Q4: 22,937 shares; 2025Q1: 18,682 shares; 2025Q2: 17,420 shares 17,420 $3.19M 0.06% -1,262 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 34,552 shares; 2025Q1: 93,009 shares; 2025Q2: 148,612 shares 148,612 $3.12M 0.06% +55,603 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: 17,820 shares; 2024Q4: 13,994 shares; 2025Q1: 14,035 shares; 2025Q2: 11,420 shares 11,420 $3.08M 0.05% -2,615 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: 21,275 shares; 2024Q4: 20,886 shares; 2025Q1: 18,643 shares; 2025Q2: 18,143 shares 18,143 $3.01M 0.05% -500 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: 44,080 shares; 2024Q4: 40,500 shares; 2025Q1: 39,742 shares; 2025Q2: 40,268 shares 40,268 $3M 0.05% +526 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,759 shares; 2024Q4: 27,131 shares; 2025Q1: 27,216 shares; 2025Q2: 25,259 shares 25,259 $2.99M 0.05% -1,957 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,812 shares; 2024Q4: 48,854 shares; 2025Q1: 47,228 shares; 2025Q2: 45,724 shares 45,724 $2.99M 0.05% -1,504 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: 24,834 shares; 2024Q4: 24,523 shares; 2025Q1: 71,195 shares; 2025Q2: 73,364 shares 73,364 $2.95M 0.05% +2,169 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 15,635 shares; 2025Q1: 14,609 shares; 2025Q2: 14,372 shares 14,372 $2.94M 0.05% -237 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,250 shares; 2024Q4: 34,139 shares; 2025Q1: 35,704 shares; 2025Q2: 39,943 shares 39,943 $2.94M 0.05% +4,239 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,588 shares; 2024Q4: 291,588 shares; 2025Q1: 291,588 shares; 2025Q2: 291,588 shares 291,588 $2.92M 0.05% 0 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: 11,705 shares; 2024Q4: 11,882 shares; 2025Q1: 11,962 shares; 2025Q2: 11,380 shares 11,380 $2.88M 0.05% -582 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: 9,286 shares; 2024Q4: 11,754 shares; 2025Q1: 11,666 shares; 2025Q2: 10,744 shares 10,744 $2.87M 0.05% -922 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,394 shares; 2024Q4: 42,128 shares; 2025Q1: 42,832 shares; 2025Q2: 35,744 shares 35,744 $2.86M 0.05% -7,088 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: 7,419 shares; 2024Q4: 8,191 shares; 2025Q1: 6,204 shares; 2025Q2: 6,175 shares 6,175 $2.86M 0.05% -29 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: 38,690 shares; 2024Q4: 45,544 shares; 2025Q1: 45,322 shares; 2025Q2: 40,611 shares 40,611 $2.86M 0.05% -4,711 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,589 shares; 2024Q4: 99,113 shares; 2025Q1: 73,069 shares; 2025Q2: 109,075 shares 109,075 $2.82M 0.05% +36,006 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: 11,372 shares; 2024Q4: 14,879 shares; 2025Q1: 14,929 shares; 2025Q2: 10,027 shares 10,027 $2.81M 0.05% -4,902 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: 20,685 shares; 2024Q4: 19,836 shares; 2025Q1: 19,509 shares; 2025Q2: 21,095 shares 21,095 $2.8M 0.05% +1,586 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,363 shares; 2024Q4: 28,812 shares; 2025Q1: 30,430 shares; 2025Q2: 35,206 shares 35,206 $2.79M 0.05% +4,776 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: 5,014 shares; 2024Q4: 5,936 shares; 2025Q1: 5,671 shares; 2025Q2: 5,228 shares 5,228 $2.79M 0.05% -443 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: 91,725 shares; 2024Q4: 93,145 shares; 2025Q1: 89,845 shares; 2025Q2: 89,845 shares 89,845 $2.79M 0.05% 0 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: 758 shares; 2024Q4: 535 shares; 2025Q1: 19 shares; 2025Q2: 6,802 shares 6,802 $2.77M 0.05% +6,783 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,568 shares; 2024Q4: 25,848 shares; 2025Q1: 25,993 shares; 2025Q2: 24,594 shares 24,594 $2.75M 0.05% -1,399 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 55,779 shares; 2025Q1: 55,779 shares; 2025Q2: 55,779 shares 55,779 $2.73M 0.05% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,347 shares; 2024Q4: 31,730 shares; 2025Q1: 32,338 shares; 2025Q2: 32,849 shares 32,849 $2.72M 0.05% +511 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares 6,400 $2.7M 0.05% 0 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: 4,134 shares; 2024Q4: 4,257 shares; 2025Q1: 4,693 shares; 2025Q2: 12,680 shares 12,680 $2.7M 0.05% +7,987 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares 30,000 $2.69M 0.05% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,114 shares; 2025Q1: 5,148 shares; 2025Q2: 5,281 shares 5,281 $2.65M 0.05% +133 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,673 shares; 2025Q1: 4,534 shares; 2025Q2: 4,576 shares 4,576 $2.59M 0.05% +42 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,927 shares; 2024Q4: 25,781 shares; 2025Q1: 37,485 shares; 2025Q2: 32,316 shares 32,316 $2.57M 0.05% -5,169 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 7,015 shares; 2025Q1: 6,970 shares; 2025Q2: 6,865 shares 6,865 $2.56M 0.05% -105 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: 13,605 shares; 2024Q4: 13,698 shares; 2025Q1: 13,702 shares; 2025Q2: 14,163 shares 14,163 $2.56M 0.05% +461 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: 24,277 shares; 2024Q4: 29,731 shares; 2025Q1: 33,034 shares; 2025Q2: 44,619 shares 44,619 $2.52M 0.04% +11,585 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: 13,901 shares; 2024Q4: 13,521 shares; 2025Q1: 13,430 shares; 2025Q2: 12,967 shares 12,967 $2.52M 0.04% -463 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: 28,532 shares; 2024Q4: 28,855 shares; 2025Q1: 28,855 shares; 2025Q2: 59,667 shares 59,667 $2.51M 0.04% +30,812 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: 93,662 shares; 2024Q4: 20,419 shares; 2025Q1: 20,402 shares; 2025Q2: 18,367 shares 18,367 $2.48M 0.04% -2,035 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: 5,252 shares; 2024Q4: 5,443 shares; 2025Q1: 5,483 shares; 2025Q2: 5,823 shares 5,823 $2.45M 0.04% +340 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 4,838 shares; 2025Q1: 4,933 shares; 2025Q2: 10,061 shares 10,061 $2.44M 0.04% +5,128 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: 4,703 shares; 2024Q4: 4,746 shares; 2025Q1: 4,641 shares; 2025Q2: 4,791 shares 4,791 $2.44M 0.04% +150 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: 16,087 shares; 2024Q4: 16,105 shares; 2025Q1: 22,017 shares; 2025Q2: 22,033 shares 22,033 $2.42M 0.04% +16 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: 8,211 shares; 2024Q4: 9,628 shares; 2025Q1: 7,587 shares; 2025Q2: 7,833 shares 7,833 $2.41M 0.04% +246 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: 14,387 shares; 2024Q4: 17,977 shares; 2025Q1: 27,344 shares; 2025Q2: 24,336 shares 24,336 $2.4M 0.04% -3,008 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: 23,899 shares; 2024Q4: 24,310 shares; 2025Q1: 28,675 shares; 2025Q2: 26,200 shares 26,200 $2.4M 0.04% -2,475 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,250 shares; 2024Q4: 26,125 shares; 2025Q1: 41,149 shares; 2025Q2: 41,149 shares 41,149 $2.38M 0.04% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,948 shares; 2024Q4: 90,597 shares; 2025Q1: 77,604 shares; 2025Q2: 71,609 shares 71,609 $2.37M 0.04% -5,995 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,622 shares; 2024Q4: 23,622 shares; 2025Q1: 23,622 shares; 2025Q2: 23,622 shares 23,622 $2.31M 0.04% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,871 shares; 2024Q4: 22,093 shares; 2025Q1: 21,895 shares; 2025Q2: 19,670 shares 19,670 $2.3M 0.04% -2,225 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: 42,256 shares; 2024Q4: 40,280 shares; 2025Q1: 44,368 shares; 2025Q2: 42,967 shares 42,967 $2.27M 0.04% -1,401 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,772 shares 37,772 $2.24M 0.04% new 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: 25,592 shares; 2024Q4: 23,665 shares; 2025Q1: 24,080 shares; 2025Q2: 20,919 shares 20,919 $2.23M 0.04% -3,161 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 10,339 shares; 2025Q1: 10,139 shares; 2025Q2: 10,207 shares 10,207 $2.23M 0.04% +68 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,301 shares; 2024Q4: 188,850 shares; 2025Q1: 188,151 shares; 2025Q2: 193,618 shares 193,618 $2.22M 0.04% +5,467 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: 18,566 shares; 2024Q4: 18,550 shares; 2025Q1: 80,463 shares; 2025Q2: 45,137 shares 45,137 $2.21M 0.04% -35,326 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,693 shares; 2024Q4: 139,472 shares; 2025Q1: 252,600 shares; 2025Q2: 32,026 shares 32,026 $2.21M 0.04% -220,574 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,085 shares; 2024Q4: 46,085 shares; 2025Q1: 46,085 shares; 2025Q2: 46,085 shares 46,085 $2.21M 0.04% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,000 shares; 2025Q2: 25,000 shares 25,000 $2.2M 0.04% +4,000 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: 22,572 shares; 2024Q4: 21,519 shares; 2025Q1: 20,913 shares; 2025Q2: 18,466 shares 18,466 $2.2M 0.04% -2,447 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: 8,154 shares; 2024Q4: 11,290 shares; 2025Q1: 11,311 shares; 2025Q2: 11,349 shares 11,349 $2.19M 0.04% +38 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,838 shares; 2024Q4: 72,589 shares; 2025Q1: 68,978 shares; 2025Q2: 64,249 shares 64,249 $2.17M 0.04% -4,729 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: 34,717 shares; 2024Q4: 34,608 shares; 2025Q1: 29,584 shares; 2025Q2: 29,655 shares 29,655 $2.17M 0.04% +71 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: 153,744 shares; 2024Q4: 105,736 shares; 2025Q1: 97,010 shares; 2025Q2: 95,430 shares 95,430 $2.14M 0.04% -1,580 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,771 shares; 2024Q4: 10,576 shares; 2025Q1: 10,526 shares; 2025Q2: 8,638 shares 8,638 $2.13M 0.04% -1,888 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: 2,652 shares; 2024Q4: 2,765 shares; 2025Q1: 2,720 shares; 2025Q2: 2,822 shares 2,822 $2.13M 0.04% +102 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: 43,749 shares; 2024Q4: 45,164 shares; 2025Q1: 46,773 shares; 2025Q2: 40,102 shares 40,102 $2.1M 0.04% -6,671 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: 1,726 shares; 2024Q4: 2,190 shares; 2025Q1: 2,216 shares; 2025Q2: 2,593 shares 2,593 $2.08M 0.04% +377 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: 10,745 shares; 2024Q4: 9,772 shares; 2025Q1: 9,541 shares; 2025Q2: 9,549 shares 9,549 $2.08M 0.04% +8 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,826 shares; 2024Q4: 21,826 shares; 2025Q1: 21,826 shares; 2025Q2: 21,826 shares 21,826 $2.07M 0.04% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,983 shares; 2024Q4: 40,968 shares; 2025Q1: 40,513 shares; 2025Q2: 37,389 shares 37,389 $2.07M 0.04% -3,124 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,992 shares; 2024Q4: 50,643 shares; 2025Q1: 50,643 shares; 2025Q2: 50,643 shares 50,643 $2.05M 0.04% 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: 16,784 shares; 2024Q4: 13,176 shares; 2025Q1: 13,318 shares; 2025Q2: 12,113 shares 12,113 $2.04M 0.04% -1,205 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,609 shares; 2024Q4: 92,384 shares; 2025Q1: 92,384 shares; 2025Q2: 92,384 shares 92,384 $2.03M 0.04% 0 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: 18,660 shares; 2024Q4: 19,933 shares; 2025Q1: 18,851 shares; 2025Q2: 18,191 shares 18,191 $2.02M 0.04% -660 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: 14,018 shares; 2024Q4: 17,087 shares; 2025Q1: 21,357 shares; 2025Q2: 18,768 shares 18,768 $2.02M 0.04% -2,589 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: 9,309 shares; 2024Q4: 9,264 shares; 2025Q1: 9,190 shares; 2025Q2: 9,166 shares 9,166 $2.01M 0.04% -24 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: 14,844 shares; 2024Q4: 15,950 shares; 2025Q1: 14,725 shares; 2025Q2: 14,730 shares 14,730 $2M 0.04% +5 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,486 shares; 2024Q4: 6,354 shares; 2025Q1: 1,726 shares; 2025Q2: 20,062 shares 20,062 $1.99M 0.04% +18,336 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: 10,372 shares; 2024Q4: 11,231 shares; 2025Q1: 8,953 shares; 2025Q2: 8,702 shares 8,702 $1.98M 0.04% -251 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,807 shares; 2024Q4: 20,807 shares; 2025Q1: 20,807 shares; 2025Q2: 20,807 shares 20,807 $1.97M 0.04% 0 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: 5,663 shares; 2024Q4: 5,749 shares; 2025Q1: 5,567 shares; 2025Q2: 5,475 shares 5,475 $1.95M 0.03% -92 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,831 shares; 2024Q4: 22,197 shares; 2025Q1: 33,472 shares; 2025Q2: 32,456 shares 32,456 $1.94M 0.03% -1,016 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,067 shares; 2024Q4: 29,790 shares; 2025Q1: 34,802 shares; 2025Q2: 32,740 shares 32,740 $1.92M 0.03% -2,062 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 8,097 shares; 2025Q1: 14,209 shares; 2025Q2: 10,290 shares 10,290 $1.92M 0.03% -3,919 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,630 shares; 2024Q4: 22,630 shares; 2025Q1: 22,630 shares; 2025Q2: 22,570 shares 22,570 $1.91M 0.03% -60 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,029 shares; 2024Q4: 17,190 shares; 2025Q1: 17,214 shares; 2025Q2: 17,266 shares 17,266 $1.89M 0.03% +52 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,520 shares; 2024Q4: 37,892 shares; 2025Q1: 40,804 shares; 2025Q2: 37,935 shares 37,935 $1.87M 0.03% -2,869 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: 27,991 shares; 2024Q4: 26,285 shares; 2025Q1: 26,647 shares; 2025Q2: 19,965 shares 19,965 $1.82M 0.03% -6,682 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: 33,777 shares; 2024Q4: 22,416 shares; 2025Q1: 19,943 shares; 2025Q2: 17,938 shares 17,938 $1.81M 0.03% -2,005 Timeline LLYVA LIBERTY MEDIA CORP More: the full row for LIBERTY MEDIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,753 shares; 2024Q4: 22,753 shares; 2025Q1: 22,753 shares; 2025Q2: 22,753 shares 22,753 $1.81M 0.03% 0 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: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares 1,537 $1.8M 0.03% 0 VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,581 shares; 2024Q4: 15,903 shares; 2025Q1: 14,384 shares; 2025Q2: 8,668 shares 8,668 $1.77M 0.03% -5,716 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: 29,493 shares; 2024Q4: 27,654 shares; 2025Q1: 35,852 shares; 2025Q2: 28,084 shares 28,084 $1.76M 0.03% -7,768 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: 6,949 shares; 2024Q4: 6,211 shares; 2025Q1: 4,683 shares; 2025Q2: 4,497 shares 4,497 $1.74M 0.03% -186 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: 9,373 shares; 2024Q4: 12,507 shares; 2025Q1: 12,447 shares; 2025Q2: 12,458 shares 12,458 $1.73M 0.03% +11 Timeline BIODESIX INC BIODESIX INC More: the full row for BIODESIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,095,034 shares; 2024Q4: 6,095,034 shares; 2025Q1: 6,095,034 shares; 2025Q2: 6,095,034 shares 6,095,034 $1.72M 0.03% 0 SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,184 shares; 2024Q4: 19,670 shares; 2025Q1: 18,199 shares; 2025Q2: 18,702 shares 18,702 $1.72M 0.03% +503 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,715 shares; 2024Q4: 14,316 shares; 2025Q1: 9,275 shares; 2025Q2: 12,229 shares 12,229 $1.71M 0.03% +2,954 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,941 shares; 2024Q4: 39,984 shares; 2025Q1: 39,118 shares; 2025Q2: 34,953 shares 34,953 $1.71M 0.03% -4,165 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: 54,809 shares; 2024Q4: 55,507 shares; 2025Q1: 53,642 shares; 2025Q2: 46,014 shares 46,014 $1.71M 0.03% -7,628 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 7,897 shares; 2025Q1: 10,913 shares; 2025Q2: 13,182 shares 13,182 $1.7M 0.03% +2,269 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,064 shares; 2024Q4: 13,717 shares; 2025Q1: 11,240 shares; 2025Q2: 9,950 shares 9,950 $1.67M 0.03% -1,290 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: 7,053 shares; 2024Q4: 6,425 shares; 2025Q1: 5,801 shares; 2025Q2: 5,179 shares 5,179 $1.67M 0.03% -622 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: 4,702 shares; 2024Q4: 4,110 shares; 2025Q1: 3,657 shares; 2025Q2: 3,664 shares 3,664 $1.63M 0.03% +7 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: 44,819 shares; 2024Q4: 36,899 shares; 2025Q1: 35,583 shares; 2025Q2: 35,917 shares 35,917 $1.63M 0.03% +334 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: 7,669 shares; 2024Q4: 8,295 shares; 2025Q1: 8,240 shares; 2025Q2: 7,325 shares 7,325 $1.62M 0.03% -915 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,077 shares; 2024Q4: 23,704 shares; 2025Q1: 23,661 shares; 2025Q2: 21,550 shares 21,550 $1.62M 0.03% -2,111 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: 9,249 shares; 2024Q4: 9,742 shares; 2025Q1: 9,315 shares; 2025Q2: 7,998 shares 7,998 $1.61M 0.03% -1,317 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,631 shares; 2024Q4: 80,631 shares; 2025Q1: 80,631 shares; 2025Q2: 80,631 shares 80,631 $1.6M 0.03% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 4,436 shares; 2025Q1: 4,788 shares; 2025Q2: 5,421 shares 5,421 $1.59M 0.03% +633 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,237 shares; 2024Q4: 36,742 shares; 2025Q1: 25,010 shares; 2025Q2: 22,498 shares 22,498 $1.59M 0.03% -2,512 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: 10,674 shares; 2024Q4: 14,341 shares; 2025Q1: 14,353 shares; 2025Q2: 15,123 shares 15,123 $1.59M 0.03% +770 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: 6,916 shares; 2024Q4: 10,814 shares; 2025Q1: 8,783 shares; 2025Q2: 7,121 shares 7,121 $1.59M 0.03% -1,662 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: 4,007 shares; 2024Q4: 3,121 shares; 2025Q1: 2,550 shares; 2025Q2: 2,060 shares 2,060 $1.58M 0.03% -490 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,352 shares; 2024Q4: 11,441 shares; 2025Q1: 10,724 shares; 2025Q2: 10,662 shares 10,662 $1.57M 0.03% -62 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,357 shares; 2024Q4: 18,491 shares; 2025Q1: 20,442 shares; 2025Q2: 18,509 shares 18,509 $1.57M 0.03% -1,933 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: 24,620 shares; 2024Q4: 20,620 shares; 2025Q1: 18,995 shares; 2025Q2: 18,995 shares 18,995 $1.56M 0.03% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,495 shares; 2024Q4: 20,394 shares; 2025Q1: 9,849 shares; 2025Q2: 9,542 shares 9,542 $1.55M 0.03% -307 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,511 shares; 2024Q4: 90,589 shares; 2025Q1: 89,159 shares; 2025Q2: 91,896 shares 91,896 $1.54M 0.03% +2,737 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 11,928 shares; 2025Q2: 30,066 shares 30,066 $1.53M 0.03% +18,138 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES 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: 50,339 shares; 2025Q2: 50,339 shares 50,339 $1.52M 0.03% 0 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: 5,303 shares; 2024Q4: 6,224 shares; 2025Q1: 5,866 shares; 2025Q2: 6,155 shares 6,155 $1.52M 0.03% +289 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,344 shares; 2024Q4: 16,664 shares; 2025Q1: 16,675 shares; 2025Q2: 16,539 shares 16,539 $1.48M 0.03% -136 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,495 shares; 2024Q4: 19,495 shares; 2025Q1: 19,495 shares; 2025Q2: 19,495 shares 19,495 $1.47M 0.03% 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: 7,165 shares; 2024Q4: 6,790 shares; 2025Q1: 6,994 shares; 2025Q2: 5,845 shares 5,845 $1.47M 0.03% -1,149 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: 7,816 shares; 2024Q4: 6,007 shares; 2025Q1: 11,667 shares; 2025Q2: 23,277 shares 23,277 $1.45M 0.03% +11,610 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 6,460 shares; 2025Q1: 4,560 shares; 2025Q2: 7,443 shares 7,443 $1.44M 0.03% +2,883 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,261 shares; 2024Q4: 11,727 shares; 2025Q1: 11,294 shares; 2025Q2: 11,257 shares 11,257 $1.43M 0.03% -37 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,538 shares; 2024Q4: 17,513 shares; 2025Q1: 9,640 shares; 2025Q2: 10,507 shares 10,507 $1.43M 0.03% +867 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: 7 shares; 2024Q4: 4,797 shares; 2025Q1: 4,905 shares; 2025Q2: 4,914 shares 4,914 $1.43M 0.03% +9 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,747 shares; 2024Q4: 11,776 shares; 2025Q1: 11,762 shares; 2025Q2: 12,747 shares 12,747 $1.43M 0.03% +985 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: 37,487 shares; 2024Q4: 27,846 shares; 2025Q1: 26,518 shares; 2025Q2: 27,144 shares 27,144 $1.41M 0.03% +626 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: 6,556 shares; 2024Q4: 5,822 shares; 2025Q1: 5,919 shares; 2025Q2: 6,372 shares 6,372 $1.39M 0.02% +453 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: 2,566 shares; 2024Q4: 2,619 shares; 2025Q1: 2,658 shares; 2025Q2: 2,770 shares 2,770 $1.38M 0.02% +112 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,747 shares; 2024Q4: 9,002 shares; 2025Q1: 8,201 shares; 2025Q2: 8,753 shares 8,753 $1.38M 0.02% +552 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 3,713 shares; 2025Q1: 3,630 shares; 2025Q2: 3,539 shares 3,539 $1.38M 0.02% -91 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 6,689 shares; 2025Q1: 8,511 shares; 2025Q2: 9,689 shares 9,689 $1.37M 0.02% +1,178 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,604 shares; 2024Q4: 16,349 shares; 2025Q1: 17,830 shares; 2025Q2: 19,849 shares 19,849 $1.37M 0.02% +2,019 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,711 shares; 2024Q4: 13,186 shares; 2025Q1: 12,822 shares; 2025Q2: 12,844 shares 12,844 $1.37M 0.02% +22 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: 29,947 shares; 2024Q4: 29,337 shares; 2025Q1: 31,889 shares; 2025Q2: 30,069 shares 30,069 $1.36M 0.02% -1,820 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: 9,128 shares; 2024Q4: 9,993 shares; 2025Q1: 9,274 shares; 2025Q2: 9,185 shares 9,185 $1.36M 0.02% -89 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,794 shares; 2024Q4: 18,083 shares; 2025Q1: 17,666 shares; 2025Q2: 17,333 shares 17,333 $1.36M 0.02% -333 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,531 shares; 2024Q4: 14,778 shares; 2025Q1: 14,155 shares; 2025Q2: 16,444 shares 16,444 $1.34M 0.02% +2,289 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: 7,679 shares; 2024Q4: 7,832 shares; 2025Q1: 11,283 shares; 2025Q2: 11,611 shares 11,611 $1.34M 0.02% +328 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,477 shares; 2024Q4: 112,176 shares; 2025Q1: 91,056 shares; 2025Q2: 91,056 shares 91,056 $1.33M 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,694 shares; 2024Q4: 23,870 shares; 2025Q1: 23,694 shares; 2025Q2: 10,319 shares 10,319 $1.33M 0.02% -13,375 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,217 shares; 2024Q4: 18,289 shares; 2025Q1: 18,364 shares; 2025Q2: 19,452 shares 19,452 $1.32M 0.02% +1,088 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: 23,269 shares; 2025Q1: 16,139 shares; 2025Q2: 12,887 shares 12,887 $1.32M 0.02% -3,252 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: 10,344 shares; 2024Q4: 8,590 shares; 2025Q1: 8,366 shares; 2025Q2: 8,039 shares 8,039 $1.31M 0.02% -327 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,631 shares; 2025Q1: 5,408 shares; 2025Q2: 5,483 shares 5,483 $1.31M 0.02% +75 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: 28,999 shares; 2024Q4: 19,881 shares; 2025Q1: 17,333 shares; 2025Q2: 18,895 shares 18,895 $1.3M 0.02% +1,562 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,421 shares; 2024Q4: 12,494 shares; 2025Q1: 12,375 shares; 2025Q2: 12,485 shares 12,485 $1.3M 0.02% +110 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: 6,628 shares; 2024Q4: 6,729 shares; 2025Q1: 6,753 shares; 2025Q2: 6,604 shares 6,604 $1.29M 0.02% -149 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: 129,835 shares; 2024Q4: 26,817 shares; 2025Q1: 40,411 shares; 2025Q2: 14,441 shares 14,441 $1.29M 0.02% -25,970 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: 54,012 shares; 2024Q4: 52,170 shares; 2025Q1: 50,890 shares; 2025Q2: 48,352 shares 48,352 $1.28M 0.02% -2,538 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: 476 shares; 2024Q4: 358 shares; 2025Q1: 405 shares; 2025Q2: 487 shares 487 $1.27M 0.02% +82 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,000 shares; 2024Q4: 87,000 shares; 2025Q1: 87,000 shares; 2025Q2: 87,000 shares 87,000 $1.25M 0.02% 0 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: 6,422 shares; 2024Q4: 6,433 shares; 2025Q1: 4,080 shares; 2025Q2: 2,370 shares 2,370 $1.25M 0.02% -1,710 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,215 shares; 2024Q4: 18,765 shares; 2025Q1: 18,796 shares; 2025Q2: 18,844 shares 18,844 $1.24M 0.02% +48 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: 2,914 shares; 2024Q4: 3,173 shares; 2025Q1: 3,040 shares; 2025Q2: 2,797 shares 2,797 $1.23M 0.02% -243 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: 16,095 shares; 2024Q4: 14,075 shares; 2025Q1: 9,576 shares; 2025Q2: 8,663 shares 8,663 $1.23M 0.02% -913 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,976 shares; 2024Q4: 16,120 shares; 2025Q1: 16,114 shares; 2025Q2: 15,131 shares 15,131 $1.23M 0.02% -983 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: 4,990 shares; 2024Q4: 6,380 shares; 2025Q1: 3,546 shares; 2025Q2: 3,740 shares 3,740 $1.22M 0.02% +194 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,552 shares; 2024Q4: 41,552 shares; 2025Q1: 41,552 shares; 2025Q2: 43,400 shares 43,400 $1.22M 0.02% +1,848 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,677 shares; 2024Q4: 6,181 shares; 2025Q1: 8,997 shares; 2025Q2: 9,376 shares 9,376 $1.21M 0.02% +379 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 9,148 shares; 2025Q1: 9,148 shares; 2025Q2: 9,148 shares 9,148 $1.2M 0.02% 0 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: 780 shares; 2024Q4: 753 shares; 2025Q1: 516 shares; 2025Q2: 650 shares 650 $1.19M 0.02% +134 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,169 shares; 2024Q4: 40,365 shares; 2025Q1: 39,978 shares; 2025Q2: 34,836 shares 34,836 $1.18M 0.02% -5,142 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,931 shares; 2025Q2: 10,650 shares 10,650 $1.18M 0.02% +8,719 Timeline GDX 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: 22,486 shares; 2024Q4: 22,491 shares; 2025Q1: 22,455 shares; 2025Q2: 22,565 shares 22,565 $1.17M 0.02% +110 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: 10,704 shares; 2024Q4: 10,699 shares; 2025Q1: 10,697 shares; 2025Q2: 10,660 shares 10,660 $1.17M 0.02% -37 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: 10,160 shares; 2024Q4: 10,160 shares; 2025Q1: 10,160 shares; 2025Q2: 10,600 shares 10,600 $1.17M 0.02% +440 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,776 shares; 2025Q1: 1,921 shares; 2025Q2: 2,102 shares 2,102 $1.16M 0.02% +181 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: 8,693 shares; 2024Q4: 8,693 shares; 2025Q1: 8,693 shares; 2025Q2: 8,716 shares 8,716 $1.15M 0.02% +23 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,712 shares; 2024Q4: 1,480 shares; 2025Q1: 430 shares; 2025Q2: 13,893 shares 13,893 $1.15M 0.02% +13,463 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: 11,649 shares; 2024Q4: 12,259 shares; 2025Q1: 12,826 shares; 2025Q2: 14,132 shares 14,132 $1.15M 0.02% +1,306 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: 42,599 shares; 2024Q4: 37,808 shares; 2025Q1: 37,424 shares; 2025Q2: 37,406 shares 37,406 $1.15M 0.02% -18 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: not reported; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: 11,233 shares 11,233 $1.13M 0.02% new 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 750 shares; 2025Q2: 22,320 shares 22,320 $1.12M 0.02% +21,570 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: 13,329 shares; 2024Q4: 13,249 shares; 2025Q1: 10,918 shares; 2025Q2: 11,253 shares 11,253 $1.11M 0.02% +335 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,069 shares; 2024Q4: 3,978 shares; 2025Q1: 3,875 shares; 2025Q2: 4,069 shares 4,069 $1.11M 0.02% +194 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: 1,978 shares; 2024Q4: 1,914 shares; 2025Q1: 1,892 shares; 2025Q2: 2,071 shares 2,071 $1.11M 0.02% +179 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,500 shares; 2024Q4: 62,500 shares; 2025Q1: 62,500 shares; 2025Q2: 62,500 shares 62,500 $1.1M 0.02% 0 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: 14,718 shares; 2025Q1: 14,718 shares; 2025Q2: 14,718 shares 14,718 $1.1M 0.02% 0 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: 4,841 shares; 2024Q4: 4,812 shares; 2025Q1: 4,812 shares; 2025Q2: 4,812 shares 4,812 $1.1M 0.02% 0 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 57 shares; 2025Q2: 10,181 shares 10,181 $1.09M 0.02% +10,124 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,575 shares; 2024Q4: 15,184 shares; 2025Q1: 15,183 shares; 2025Q2: 10,595 shares 10,595 $1.09M 0.02% -4,588 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 2,077 shares; 2025Q1: 1,727 shares; 2025Q2: 2,669 shares 2,669 $1.09M 0.02% +942 FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,843 shares; 2024Q4: 37,686 shares; 2025Q1: 37,686 shares; 2025Q2: 37,686 shares 37,686 $1.08M 0.02% 0 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: 8,649 shares; 2024Q4: 9,318 shares; 2025Q1: 9,447 shares; 2025Q2: 6,639 shares 6,639 $1.08M 0.02% -2,808 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: 6,196 shares; 2024Q4: 6,559 shares; 2025Q1: 12,678 shares; 2025Q2: 11,796 shares 11,796 $1.08M 0.02% -882 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: 17,062 shares; 2024Q4: 16,263 shares; 2025Q1: 14,637 shares; 2025Q2: 14,147 shares 14,147 $1.07M 0.02% -490 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: 7,659 shares; 2024Q4: 7,870 shares; 2025Q1: 9,572 shares; 2025Q2: 6,357 shares 6,357 $1.07M 0.02% -3,215 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: 2,901 shares; 2024Q4: 2,901 shares; 2025Q1: 2,809 shares; 2025Q2: 5,252 shares 5,252 $1.07M 0.02% +2,443 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: 951 shares; 2024Q4: 2,090 shares; 2025Q1: 1,915 shares; 2025Q2: 1,976 shares 1,976 $1.06M 0.02% +61 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: 2,156 shares; 2024Q4: 2,115 shares; 2025Q1: 1,475 shares; 2025Q2: 3,474 shares 3,474 $1.06M 0.02% +1,999 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,751 shares; 2024Q4: 11,002 shares; 2025Q1: 10,181 shares; 2025Q2: 10,274 shares 10,274 $1.06M 0.02% +93 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 14,292 shares; 2025Q1: 16,235 shares; 2025Q2: 18,043 shares 18,043 $1.06M 0.02% +1,808 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,300 shares; 2025Q1: 3,125 shares; 2025Q2: 3,937 shares 3,937 $1.05M 0.02% +812 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 2,861 shares 2,861 $1.05M 0.02% -220 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 6,226 shares; 2025Q1: 6,136 shares; 2025Q2: 6,125 shares 6,125 $1.05M 0.02% -11 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: 32,939 shares; 2024Q4: 15,652 shares; 2025Q1: 14,731 shares; 2025Q2: 14,999 shares 14,999 $1.03M 0.02% +268 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: 11,404 shares; 2024Q4: 11,554 shares; 2025Q1: 10,754 shares; 2025Q2: 10,668 shares 10,668 $1.03M 0.02% -86 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 253 shares; 2025Q1: 262 shares; 2025Q2: 277 shares 277 $1.03M 0.02% +15 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,554 shares; 2025Q1: 2,788 shares; 2025Q2: 2,717 shares 2,717 $1.03M 0.02% -71 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: 16,279 shares; 2024Q4: 14,589 shares; 2025Q1: 16,439 shares; 2025Q2: 17,785 shares 17,785 $1.02M 0.02% +1,346 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: 1,518 shares; 2024Q4: 3,111 shares; 2025Q1: 3,279 shares; 2025Q2: 3,154 shares 3,154 $1.01M 0.02% -125 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 16,142 shares; 2025Q1: 29,892 shares; 2025Q2: 29,800 shares 29,800 $1M 0.02% -92 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,377 shares; 2024Q4: 43,377 shares; 2025Q1: 44,350 shares; 2025Q2: 45,348 shares 45,348 $985K 0.02% +998 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: 3,699 shares; 2024Q4: 3,101 shares; 2025Q1: 3,236 shares; 2025Q2: 3,360 shares 3,360 $980K 0.02% +124 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: 3,468 shares; 2024Q4: 3,741 shares; 2025Q1: 6,623 shares; 2025Q2: 9,204 shares 9,204 $962K 0.02% +2,581 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,642 shares; 2024Q4: 33,642 shares; 2025Q1: 33,642 shares; 2025Q2: 33,642 shares 33,642 $959K 0.02% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 2,686 shares; 2025Q1: 3,255 shares; 2025Q2: 3,672 shares 3,672 $958K 0.02% +417 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,722 shares; 2024Q4: 14,035 shares; 2025Q1: 12,280 shares; 2025Q2: 11,165 shares 11,165 $956K 0.02% -1,115 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: 28,583 shares; 2024Q4: 28,337 shares; 2025Q1: 27,898 shares; 2025Q2: 9,444 shares 9,444 $953K 0.02% -18,454 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 3,222 shares; 2025Q1: 3,357 shares; 2025Q2: 2,814 shares 2,814 $948K 0.02% -543 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: 1,900 shares; 2024Q4: 1,227 shares; 2025Q1: 1,211 shares; 2025Q2: 1,144 shares 1,144 $947K 0.02% -67 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: 3,942 shares; 2024Q4: 3,942 shares; 2025Q1: 3,946 shares; 2025Q2: 3,797 shares 3,797 $943K 0.02% -149 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 16,584 shares; 2025Q1: 17,740 shares; 2025Q2: 16,529 shares 16,529 $933K 0.02% -1,211 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,632 shares; 2025Q1: 6,756 shares; 2025Q2: 6,351 shares 6,351 $930K 0.02% -405 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: 8,874 shares; 2024Q4: 8,638 shares; 2025Q1: 8,385 shares; 2025Q2: 8,500 shares 8,500 $923K 0.02% +115 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: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 4,979 shares; 2025Q2: 4,683 shares 4,683 $917K 0.02% -296 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,526 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares 2,528 $916K 0.02% 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: 8,161 shares; 2024Q4: 7,790 shares; 2025Q1: 7,462 shares; 2025Q2: 7,161 shares 7,161 $914K 0.02% -301 Timeline FIW 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: 6,858 shares; 2024Q4: 6,858 shares; 2025Q1: 6,882 shares; 2025Q2: 8,403 shares 8,403 $907K 0.02% +1,521 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,366 shares; 2024Q4: 11,072 shares; 2025Q1: 8,233 shares; 2025Q2: 7,553 shares 7,553 $907K 0.02% -680 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: 783 shares; 2024Q4: 464 shares; 2025Q1: 1,816 shares; 2025Q2: 2,418 shares 2,418 $907K 0.02% +602 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,113 shares; 2024Q4: 14,961 shares; 2025Q1: 27,937 shares; 2025Q2: 20,673 shares 20,673 $896K 0.02% -7,264 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 798 shares; 2025Q1: 790 shares; 2025Q2: 860 shares 860 $895K 0.02% +70 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,097 shares; 2024Q4: 5,143 shares; 2025Q1: 1,401 shares; 2025Q2: 2,842 shares 2,842 $884K 0.02% +1,441 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: 10,221 shares; 2024Q4: 10,484 shares; 2025Q1: 10,630 shares; 2025Q2: 11,535 shares 11,535 $857K 0.02% +905 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: 528 shares; 2024Q4: 531 shares; 2025Q1: 528 shares; 2025Q2: 2,442 shares 2,442 $856K 0.02% +1,914 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: 18,452 shares; 2024Q4: 6,795 shares; 2025Q1: 6,738 shares; 2025Q2: 6,606 shares 6,606 $855K 0.02% -132 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: 48,525 shares; 2024Q4: 51,195 shares; 2025Q1: 51,195 shares; 2025Q2: 16,000 shares 16,000 $853K 0.02% -35,195 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,971 shares; 2024Q4: 19,970 shares; 2025Q1: 13,666 shares; 2025Q2: 9,093 shares 9,093 $851K 0.02% -4,573 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: 24,970 shares; 2024Q4: 24,362 shares; 2025Q1: 22,977 shares; 2025Q2: 26,053 shares 26,053 $850K 0.02% +3,076 Timeline BOND 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: 9,145 shares; 2024Q4: 9,145 shares; 2025Q1: 9,145 shares; 2025Q2: 9,145 shares 9,145 $843K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 3,468 shares; 2025Q1: 3,938 shares; 2025Q2: 4,513 shares 4,513 $843K 0.01% +575 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: 433 shares; 2024Q4: 564 shares; 2025Q1: 554 shares; 2025Q2: 551 shares 551 $838K 0.01% -3 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: 160 shares; 2024Q4: 554 shares; 2025Q1: 564 shares; 2025Q2: 9,290 shares 9,290 $837K 0.01% +8,726 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,292 shares; 2025Q1: 4,199 shares; 2025Q2: 4,678 shares 4,678 $835K 0.01% +479 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: 18,731 shares; 2024Q4: 11,036 shares; 2025Q1: 10,151 shares; 2025Q2: 7,736 shares 7,736 $823K 0.01% -2,415 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,172 shares; 2024Q4: 21,172 shares; 2025Q1: 21,172 shares; 2025Q2: 21,172 shares 21,172 $822K 0.01% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,793 shares; 2024Q4: 4,793 shares; 2025Q1: 4,793 shares; 2025Q2: 4,793 shares 4,793 $812K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,189 shares; 2024Q4: 10,607 shares; 2025Q1: 10,263 shares; 2025Q2: 9,400 shares 9,400 $791K 0.01% -863 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,477 shares; 2024Q4: 27,477 shares; 2025Q1: 27,477 shares; 2025Q2: 27,465 shares 27,465 $788K 0.01% -12 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,714 shares; 2024Q4: 45,146 shares; 2025Q1: 34,824 shares; 2025Q2: 37,584 shares 37,584 $787K 0.01% +2,760 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,917 shares; 2024Q4: 5,932 shares; 2025Q1: 6,000 shares; 2025Q2: 8,194 shares 8,194 $782K 0.01% +2,194 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: 5,143 shares; 2024Q4: 5,325 shares; 2025Q1: 9,080 shares; 2025Q2: 9,413 shares 9,413 $781K 0.01% +333 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 14,026 shares; 2025Q1: 13,786 shares; 2025Q2: 9,118 shares 9,118 $777K 0.01% -4,668 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS 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: 27,900 shares; 2025Q2: 27,900 shares 27,900 $774K 0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,445 shares; 2025Q1: 3,750 shares; 2025Q2: 4,246 shares 4,246 $773K 0.01% +496 Timeline SHE 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: 8,445 shares; 2024Q4: 8,445 shares; 2025Q1: 6,092 shares; 2025Q2: 6,088 shares 6,088 $760K 0.01% -4 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,395 shares 53,395 $757K 0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,669 shares; 2024Q4: 14,669 shares; 2025Q1: 14,669 shares; 2025Q2: 14,669 shares 14,669 $756K 0.01% 0 Timeline UNITI GROUP INC UNITI GROUP INC More: the full row for UNITI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,854 shares; 2024Q4: 174,952 shares; 2025Q1: 174,952 shares; 2025Q2: 174,854 shares 174,854 $755K 0.01% -98 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: 4,932 shares; 2024Q4: 6,827 shares; 2025Q1: 6,388 shares; 2025Q2: 4,697 shares 4,697 $755K 0.01% -1,691 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,106 shares; 2024Q4: 8,220 shares; 2025Q1: 8,250 shares; 2025Q2: 9,654 shares 9,654 $755K 0.01% +1,404 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,607 shares; 2025Q1: 1,532 shares; 2025Q2: 1,471 shares 1,471 $754K 0.01% -61 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC 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: 9,947 shares; 2025Q1: 7,528 shares; 2025Q2: 8,296 shares 8,296 $750K 0.01% +768 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 10,425 shares; 2025Q1: 10,397 shares; 2025Q2: 10,530 shares 10,530 $749K 0.01% +133 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: 11,278 shares; 2024Q4: 10,563 shares; 2025Q1: 9,288 shares; 2025Q2: 10,114 shares 10,114 $749K 0.01% +826 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: 27,218 shares; 2024Q4: 23,940 shares; 2025Q1: 23,257 shares; 2025Q2: 24,920 shares 24,920 $746K 0.01% +1,663 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,070 shares; 2025Q1: 31,070 shares; 2025Q2: 31,070 shares 31,070 $740K 0.01% 0 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: 11,589 shares; 2024Q4: 18,215 shares; 2025Q1: 20,664 shares; 2025Q2: 13,031 shares 13,031 $732K 0.01% -7,633 Timeline BBCA 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: 9,865 shares; 2024Q4: 9,057 shares; 2025Q1: 9,220 shares; 2025Q2: 9,057 shares 9,057 $731K 0.01% -163 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 3,716 shares; 2025Q1: 2,459 shares; 2025Q2: 2,085 shares 2,085 $730K 0.01% -374 Timeline VSGX 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: 14,511 shares; 2024Q4: 14,511 shares; 2025Q1: 11,092 shares; 2025Q2: 11,092 shares 11,092 $727K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 7,047 shares; 2025Q1: 7,041 shares; 2025Q2: 7,041 shares 7,041 $722K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 6,843 shares; 2025Q1: 5,694 shares; 2025Q2: 3,827 shares 3,827 $717K 0.01% -1,867 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 1,462 shares; 2025Q1: 9,968 shares; 2025Q2: 13,623 shares 13,623 $717K 0.01% +3,655 Timeline