EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,837 shares; 2024Q4: 245,286 shares; 2025Q1: 264,333 shares; 2025Q2: 225,359 shares; 2025Q3: 227,767 shares; 2025Q4: 242,538 shares; 2026Q1: 250,064 shares; 2026Q2: 264,923 shares 264,923 $27.1M 11.45% +14,859 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451,012 shares; 2024Q4: 467,654 shares; 2025Q1: 502,932 shares; 2025Q2: 471,733 shares; 2025Q3: 477,308 shares; 2025Q4: 505,853 shares; 2026Q1: 520,439 shares; 2026Q2: 548,908 shares 548,908 $25.1M 10.59% +28,469 Timeline VNLA 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; 2024Q3: 170,627 shares; 2024Q4: 172,479 shares; 2025Q1: 269,159 shares; 2025Q2: 280,971 shares; 2025Q3: 286,664 shares; 2025Q4: 333,038 shares; 2026Q1: 343,222 shares; 2026Q2: 352,633 shares 352,633 $17.2M 7.28% +9,411 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,922 shares; 2024Q4: 57,375 shares; 2025Q1: 53,636 shares; 2025Q2: 53,071 shares; 2025Q3: 53,394 shares; 2025Q4: 54,081 shares; 2026Q1: 54,494 shares; 2026Q2: 49,519 shares 49,519 $14.3M 6.05% -4,975 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,954 shares; 2024Q4: 23,663 shares; 2025Q1: 17,723 shares; 2025Q2: 16,911 shares; 2025Q3: 17,313 shares; 2025Q4: 17,643 shares; 2026Q1: 17,621 shares; 2026Q2: 17,470 shares 17,470 $13.1M 5.53% -151 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,088 shares; 2024Q4: 31,418 shares; 2025Q1: 28,470 shares; 2025Q2: 27,836 shares; 2025Q3: 28,188 shares; 2025Q4: 28,554 shares; 2026Q1: 28,862 shares; 2026Q2: 28,885 shares 28,885 $10.2M 4.31% +23 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,993 shares; 2024Q4: 43,529 shares; 2025Q1: 37,809 shares; 2025Q2: 37,085 shares; 2025Q3: 37,609 shares; 2025Q4: 38,336 shares; 2026Q1: 38,831 shares; 2026Q2: 38,323 shares 38,323 $7.67M 3.24% -508 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,004 shares; 2024Q4: 24,172 shares; 2025Q1: 22,532 shares; 2025Q2: 21,825 shares; 2025Q3: 22,106 shares; 2025Q4: 22,333 shares; 2026Q1: 22,446 shares; 2026Q2: 18,831 shares 18,831 $7.02M 2.97% -3,615 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,249 shares; 2024Q4: 32,806 shares; 2025Q1: 43,569 shares; 2025Q2: 44,685 shares; 2025Q3: 44,921 shares; 2025Q4: 47,750 shares; 2026Q1: 47,556 shares; 2026Q2: 50,189 shares 50,189 $5.32M 2.25% +2,633 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; 2024Q3: 11,173 shares; 2024Q4: 11,188 shares; 2025Q1: 11,173 shares; 2025Q2: 11,106 shares; 2025Q3: 11,106 shares; 2025Q4: 11,106 shares; 2026Q1: 11,106 shares; 2026Q2: 11,085 shares 11,085 $4.72M 1.99% -21 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,427 shares; 2024Q4: 31,443 shares; 2025Q1: 32,483 shares; 2025Q2: 31,123 shares; 2025Q3: 31,605 shares; 2025Q4: 32,636 shares; 2026Q1: 32,365 shares; 2026Q2: 29,297 shares 29,297 $4.33M 1.83% -3,068 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,472 shares; 2024Q4: 25,492 shares; 2025Q1: 25,624 shares; 2025Q2: 25,232 shares; 2025Q3: 25,408 shares; 2025Q4: 25,899 shares; 2026Q1: 26,143 shares; 2026Q2: 25,963 shares 25,963 $4.28M 1.81% -180 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,432 shares; 2024Q4: 82,303 shares; 2025Q1: 75,374 shares; 2025Q2: 75,207 shares; 2025Q3: 76,009 shares; 2025Q4: 80,396 shares; 2026Q1: 79,989 shares; 2026Q2: 82,302 shares 82,302 $4.15M 1.75% +2,313 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,713 shares; 2024Q4: 37,087 shares; 2025Q1: 38,013 shares; 2025Q2: 36,630 shares; 2025Q3: 37,246 shares; 2025Q4: 38,620 shares; 2026Q1: 38,532 shares; 2026Q2: 35,164 shares 35,164 $4.13M 1.74% -3,368 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,276 shares; 2024Q4: 102,521 shares; 2025Q1: 145,541 shares; 2025Q2: 121,043 shares; 2025Q3: 127,617 shares; 2025Q4: 86,781 shares; 2026Q1: 91,202 shares; 2026Q2: 108,314 shares 108,314 $3.96M 1.67% +17,112 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; 2024Q3: 5,552 shares; 2024Q4: 5,527 shares; 2025Q1: 5,414 shares; 2025Q2: 5,397 shares; 2025Q3: 5,404 shares; 2025Q4: 5,435 shares; 2026Q1: 5,452 shares; 2026Q2: 3,935 shares 3,935 $3.68M 1.55% -1,517 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,921 shares; 2024Q4: 20,437 shares; 2025Q1: 15,286 shares; 2025Q2: 14,460 shares; 2025Q3: 14,664 shares; 2025Q4: 15,249 shares; 2026Q1: 15,517 shares; 2026Q2: 15,265 shares 15,265 $3.47M 1.46% -252 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; 2024Q3: 9,652 shares; 2024Q4: 9,755 shares; 2025Q1: 8,876 shares; 2025Q2: 8,600 shares; 2025Q3: 8,646 shares; 2025Q4: 8,742 shares; 2026Q1: 10,081 shares; 2026Q2: 9,869 shares 9,869 $3.23M 1.36% -212 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,360 shares; 2024Q4: 21,006 shares; 2025Q1: 21,310 shares; 2025Q2: 20,672 shares; 2025Q3: 20,860 shares; 2025Q4: 21,423 shares; 2026Q1: 21,379 shares; 2026Q2: 16,632 shares 16,632 $2.97M 1.25% -4,747 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,674 shares; 2024Q4: 5,688 shares; 2025Q1: 5,521 shares; 2025Q2: 5,486 shares; 2025Q3: 5,505 shares; 2025Q4: 5,554 shares; 2026Q1: 5,571 shares; 2026Q2: 5,500 shares 5,500 $2.82M 1.19% -71 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,508 shares; 2024Q4: 7,508 shares; 2025Q1: 7,508 shares; 2025Q2: 7,508 shares; 2025Q3: 7,508 shares; 2025Q4: 7,514 shares; 2026Q1: 7,508 shares; 2026Q2: 7,508 shares 7,508 $2.75M 1.16% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,071 shares; 2024Q4: 20,096 shares; 2025Q1: 19,970 shares; 2025Q2: 19,857 shares; 2025Q3: 20,048 shares; 2025Q4: 20,574 shares; 2026Q1: 20,780 shares; 2026Q2: 20,451 shares 20,451 $2.63M 1.11% -329 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,740 shares; 2024Q4: 116,893 shares; 2025Q1: 110,714 shares; 2025Q2: 104,491 shares; 2025Q3: 104,963 shares; 2025Q4: 109,204 shares; 2026Q1: 110,839 shares; 2026Q2: 88,197 shares 88,197 $2.61M 1.1% -22,642 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,696 shares; 2024Q4: 7,642 shares; 2025Q1: 6,409 shares; 2025Q2: 6,385 shares; 2025Q3: 6,415 shares; 2025Q4: 6,848 shares; 2026Q1: 7,007 shares; 2026Q2: 6,634 shares 6,634 $2.56M 1.08% -373 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; 2024Q3: 21,853 shares; 2024Q4: 22,020 shares; 2025Q1: 19,792 shares; 2025Q2: 19,561 shares; 2025Q3: 19,770 shares; 2025Q4: 20,352 shares; 2026Q1: 20,568 shares; 2026Q2: 9,898 shares 9,898 $2.36M 1% -10,670 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; 2024Q3: 5,084 shares; 2024Q4: 5,094 shares; 2025Q1: 4,512 shares; 2025Q2: 4,466 shares; 2025Q3: 4,496 shares; 2025Q4: 4,639 shares; 2026Q1: 4,697 shares; 2026Q2: 4,513 shares 4,513 $2.26M 0.95% -184 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; 2024Q3: 3,774 shares; 2024Q4: 3,727 shares; 2025Q1: 2,796 shares; 2025Q2: 2,983 shares; 2025Q3: 2,963 shares; 2025Q4: 2,955 shares; 2026Q1: 2,803 shares; 2026Q2: 2,926 shares 2,926 $2.19M 0.92% +123 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,172 shares; 2025Q3: 20,172 shares; 2025Q4: 20,172 shares; 2026Q1: 20,172 shares; 2026Q2: 20,172 shares 20,172 $2.1M 0.88% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,863 shares; 2024Q4: 6,170 shares; 2025Q1: 4,659 shares; 2025Q2: 4,607 shares; 2025Q3: 4,854 shares; 2025Q4: 5,010 shares; 2026Q1: 5,054 shares; 2026Q2: 4,855 shares 4,855 $1.83M 0.77% -199 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; 2024Q3: 19,145 shares; 2024Q4: 19,211 shares; 2025Q1: 19,037 shares; 2025Q2: 19,329 shares; 2025Q3: 20,240 shares; 2025Q4: 20,418 shares; 2026Q1: 20,705 shares; 2026Q2: 20,424 shares 20,424 $1.79M 0.76% -281 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; 2024Q3: 4,148 shares; 2024Q4: 4,047 shares; 2025Q1: 3,866 shares; 2025Q2: 3,721 shares; 2025Q3: 3,733 shares; 2025Q4: 3,739 shares; 2026Q1: 3,727 shares; 2026Q2: 3,556 shares 3,556 $1.78M 0.75% -171 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; 2024Q3: 9,458 shares; 2024Q4: 10,499 shares; 2025Q1: 8,207 shares; 2025Q2: 7,877 shares; 2025Q3: 8,000 shares; 2025Q4: 8,258 shares; 2026Q1: 8,365 shares; 2026Q2: 8,348 shares 8,348 $1.78M 0.75% -17 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; 2024Q3: 6,486 shares; 2024Q4: 6,482 shares; 2025Q1: 6,636 shares; 2025Q2: 6,697 shares; 2025Q3: 6,816 shares; 2025Q4: 7,340 shares; 2026Q1: 7,561 shares; 2026Q2: 7,474 shares 7,474 $1.78M 0.75% -87 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,157 shares; 2024Q4: 23,429 shares; 2025Q1: 15,843 shares; 2025Q2: 15,185 shares; 2025Q3: 15,356 shares; 2025Q4: 17,175 shares; 2026Q1: 17,904 shares; 2026Q2: 16,732 shares 16,732 $1.67M 0.7% -1,172 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,185 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,166 shares; 2026Q1: 2,146 shares; 2026Q2: 1,725 shares 1,725 $1.66M 0.7% -421 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; 2024Q3: 1,613 shares; 2024Q4: 1,631 shares; 2025Q1: 1,397 shares; 2025Q2: 1,365 shares; 2025Q3: 1,375 shares; 2025Q4: 1,389 shares; 2026Q1: 1,411 shares; 2026Q2: 1,375 shares 1,375 $1.65M 0.7% -36 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,891 shares; 2024Q4: 7,906 shares; 2025Q1: 6,416 shares; 2025Q2: 6,318 shares; 2025Q3: 6,375 shares; 2025Q4: 6,459 shares; 2026Q1: 6,539 shares; 2026Q2: 6,413 shares 6,413 $1.63M 0.69% -126 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; 2024Q3: 4,416 shares; 2024Q4: 4,449 shares; 2025Q1: 4,138 shares; 2025Q2: 4,057 shares; 2025Q3: 4,113 shares; 2025Q4: 4,199 shares; 2026Q1: 4,188 shares; 2026Q2: 4,100 shares 4,100 $1.45M 0.61% -88 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,267 shares; 2024Q4: 71,549 shares; 2025Q1: 74,647 shares; 2025Q2: 73,566 shares; 2025Q3: 75,450 shares; 2025Q4: 78,680 shares; 2026Q1: 81,488 shares; 2026Q2: 77,581 shares 77,581 $1.38M 0.58% -3,907 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,130 shares; 2024Q4: 2,127 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,256 shares; 2025Q4: 2,482 shares; 2026Q1: 2,600 shares; 2026Q2: 2,400 shares 2,400 $1.3M 0.55% -200 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; 2024Q3: 4,836 shares; 2024Q4: 4,853 shares; 2025Q1: 4,836 shares; 2025Q2: 4,836 shares; 2025Q3: 5,101 shares; 2025Q4: 4,851 shares; 2026Q1: 4,851 shares; 2026Q2: 4,425 shares 4,425 $1.2M 0.51% -426 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 1,272 shares; 2025Q1: 1,326 shares; 2025Q2: 1,322 shares; 2025Q3: 1,360 shares; 2025Q4: 1,482 shares; 2026Q1: 1,537 shares; 2026Q2: 1,526 shares 1,526 $1.16M 0.49% -11 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,591 shares; 2024Q4: 15,643 shares; 2025Q1: 19,251 shares; 2025Q2: 18,901 shares; 2025Q3: 19,450 shares; 2025Q4: 20,801 shares; 2026Q1: 19,170 shares; 2026Q2: 18,133 shares 18,133 $1.06M 0.45% -1,037 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,911 shares; 2024Q4: 8,026 shares; 2025Q1: 8,564 shares; 2025Q2: 8,438 shares; 2025Q3: 8,612 shares; 2025Q4: 9,043 shares; 2026Q1: 9,060 shares; 2026Q2: 8,424 shares 8,424 $1.05M 0.44% -636 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,702 shares; 2024Q4: 4,766 shares; 2025Q1: 4,701 shares; 2025Q2: 4,604 shares; 2025Q3: 4,723 shares; 2025Q4: 4,777 shares; 2026Q1: 4,767 shares; 2026Q2: 2,750 shares 2,750 $983K 0.41% -2,017 Timeline 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; 2024Q3: 1,953 shares; 2024Q4: 1,955 shares; 2025Q1: 1,812 shares; 2025Q2: 1,974 shares; 2025Q3: 2,013 shares; 2025Q4: 2,167 shares; 2026Q1: 2,234 shares; 2026Q2: 2,079 shares 2,079 $963K 0.41% -155 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,598 shares; 2025Q3: 14,226 shares; 2025Q4: 14,226 shares; 2026Q1: 12,626 shares; 2026Q2: 13,087 shares 13,087 $895K 0.38% +461 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; 2024Q3: 5,414 shares; 2024Q4: 5,348 shares; 2025Q1: 5,336 shares; 2025Q2: 5,336 shares; 2025Q3: 5,456 shares; 2025Q4: 5,356 shares; 2026Q1: 5,336 shares; 2026Q2: 5,336 shares 5,336 $873K 0.37% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,632 shares; 2025Q2: 3,178 shares; 2025Q3: 3,264 shares; 2025Q4: 3,585 shares; 2026Q1: 3,729 shares; 2026Q2: 3,442 shares 3,442 $871K 0.37% -287 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; 2024Q3: 4,739 shares; 2024Q4: 4,796 shares; 2025Q1: 3,665 shares; 2025Q2: 3,702 shares; 2025Q3: 4,004 shares; 2025Q4: 3,989 shares; 2026Q1: 3,514 shares; 2026Q2: 3,720 shares 3,720 $811K 0.34% +206 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; 2024Q3: 986 shares; 2024Q4: 986 shares; 2025Q1: 1,257 shares; 2025Q2: 1,523 shares; 2025Q3: 2,923 shares; 2025Q4: 3,046 shares; 2026Q1: 2,442 shares; 2026Q2: 4,191 shares 4,191 $798K 0.34% +1,749 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; 2024Q3: 14,700 shares; 2024Q4: 14,700 shares; 2025Q1: 14,700 shares; 2025Q2: 14,700 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $753K 0.32% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,850 shares; 2024Q4: 12,002 shares; 2025Q1: 12,945 shares; 2025Q2: 12,014 shares; 2025Q3: 12,415 shares; 2025Q4: 9,907 shares; 2026Q1: 9,464 shares; 2026Q2: 9,051 shares 9,051 $713K 0.3% -413 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,250 shares; 2024Q4: 15,268 shares; 2025Q1: 16,126 shares; 2025Q2: 15,228 shares; 2025Q3: 13,743 shares; 2025Q4: 14,875 shares; 2026Q1: 15,734 shares; 2026Q2: 15,502 shares 15,502 $712K 0.3% -232 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; 2024Q3: 7,223 shares; 2024Q4: 7,105 shares; 2025Q1: 5,741 shares; 2025Q2: 5,598 shares; 2025Q3: 5,608 shares; 2025Q4: 5,600 shares; 2026Q1: 5,493 shares; 2026Q2: 5,426 shares 5,426 $697K 0.29% -67 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,051 shares; 2024Q4: 24,196 shares; 2025Q1: 23,213 shares; 2025Q2: 20,421 shares; 2025Q3: 20,558 shares; 2025Q4: 22,326 shares; 2026Q1: 22,421 shares; 2026Q2: 22,828 shares 22,828 $685K 0.29% +407 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,971 shares; 2024Q4: 2,964 shares; 2025Q1: 2,861 shares; 2025Q2: 2,906 shares; 2025Q3: 2,945 shares; 2025Q4: 3,134 shares; 2026Q1: 3,246 shares; 2026Q2: 3,043 shares 3,043 $665K 0.28% -203 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,005 shares; 2024Q4: 22,185 shares; 2025Q1: 23,233 shares; 2025Q2: 23,700 shares; 2025Q3: 24,309 shares; 2025Q4: 26,615 shares; 2026Q1: 27,653 shares; 2026Q2: 25,448 shares 25,448 $625K 0.26% -2,205 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,293 shares; 2024Q4: 4,293 shares; 2025Q1: 4,293 shares; 2025Q2: 4,293 shares; 2025Q3: 4,440 shares; 2025Q4: 4,293 shares; 2026Q1: 4,264 shares; 2026Q2: 4,264 shares 4,264 $624K 0.26% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277 shares; 2024Q4: 2,300 shares; 2025Q1: 1,765 shares; 2025Q2: 1,677 shares; 2025Q3: 1,756 shares; 2025Q4: 1,792 shares; 2026Q1: 1,867 shares; 2026Q2: 1,779 shares 1,779 $610K 0.26% -88 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,654 shares; 2026Q1: 19,505 shares; 2026Q2: 11,056 shares 11,056 $595K 0.25% -8,449 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; 2024Q3: 7,021 shares; 2024Q4: 7,009 shares; 2025Q1: 4,468 shares; 2025Q2: 4,429 shares; 2025Q3: 4,474 shares; 2025Q4: 4,510 shares; 2026Q1: 4,074 shares; 2026Q2: 4,021 shares 4,021 $590K 0.25% -53 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,210 shares; 2024Q4: 6,346 shares; 2025Q1: 6,463 shares; 2025Q2: 3,950 shares; 2025Q3: 4,032 shares; 2025Q4: 3,501 shares; 2026Q1: 4,395 shares; 2026Q2: 6,422 shares 6,422 $564K 0.24% +2,027 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,814 shares; 2024Q4: 3,754 shares; 2025Q1: 3,634 shares; 2025Q2: 4,628 shares; 2025Q3: 4,613 shares; 2025Q4: 4,588 shares; 2026Q1: 4,535 shares; 2026Q2: 4,886 shares 4,886 $557K 0.24% +351 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,620 shares; 2024Q4: 6,695 shares; 2025Q1: 6,998 shares; 2025Q2: 6,974 shares; 2025Q3: 7,060 shares; 2025Q4: 7,542 shares; 2026Q1: 6,696 shares; 2026Q2: 6,194 shares 6,194 $547K 0.23% -502 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,388 shares; 2024Q4: 4,376 shares; 2025Q1: 4,363 shares; 2025Q2: 4,384 shares; 2025Q3: 4,391 shares; 2025Q4: 4,343 shares; 2026Q1: 4,253 shares; 2026Q2: 3,944 shares 3,944 $539K 0.23% -309 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,878 shares; 2024Q4: 1,908 shares; 2025Q1: 1,522 shares; 2025Q2: 1,422 shares; 2025Q3: 2,090 shares; 2025Q4: 2,115 shares; 2026Q1: 2,148 shares; 2026Q2: 2,085 shares 2,085 $525K 0.22% -63 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; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 5,986 shares; 2025Q4: 3,745 shares; 2026Q1: 3,745 shares; 2026Q2: 3,745 shares 3,745 $512K 0.22% 0 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,415 shares; 2024Q4: 5,063 shares; 2025Q1: 5,283 shares; 2025Q2: 5,358 shares; 2025Q3: 5,454 shares; 2025Q4: 4,824 shares; 2026Q1: 4,757 shares; 2026Q2: 5,930 shares 5,930 $511K 0.22% +1,173 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,737 shares; 2024Q4: 3,824 shares; 2025Q1: 4,133 shares; 2025Q2: 3,771 shares; 2025Q3: 4,046 shares; 2025Q4: 3,827 shares; 2026Q1: 3,499 shares; 2026Q2: 3,615 shares 3,615 $497K 0.21% +116 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,312 shares; 2024Q4: 4,527 shares; 2025Q1: 3,827 shares; 2025Q2: 3,331 shares; 2025Q3: 3,501 shares; 2025Q4: 3,611 shares; 2026Q1: 3,826 shares; 2026Q2: 3,558 shares 3,558 $403K 0.17% -268 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; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: 669 shares; 2025Q2: 620 shares; 2025Q3: 710 shares; 2025Q4: 599 shares; 2026Q1: 556 shares; 2026Q2: 556 shares 556 $391K 0.17% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 1,807 shares; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares; 2026Q1: 1,807 shares; 2026Q2: 1,807 shares 1,807 $390K 0.16% 0 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,538 shares; 2025Q2: 19,882 shares; 2025Q3: 20,890 shares; 2025Q4: 23,584 shares; 2026Q1: 22,510 shares; 2026Q2: 21,644 shares 21,644 $379K 0.16% -866 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 2,673 shares; 2025Q1: 2,639 shares; 2025Q2: 3,527 shares; 2025Q3: 3,510 shares; 2025Q4: 3,483 shares; 2026Q1: 3,410 shares; 2026Q2: 3,242 shares 3,242 $363K 0.15% -168 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,227 shares; 2024Q4: 3,227 shares; 2025Q1: 2,699 shares; 2025Q2: 2,621 shares; 2025Q3: 2,822 shares; 2025Q4: 2,798 shares; 2026Q1: 2,415 shares; 2026Q2: 2,335 shares 2,335 $346K 0.15% -80 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,052 shares; 2024Q4: 9,044 shares; 2025Q1: 9,810 shares; 2025Q2: 8,544 shares; 2025Q3: 8,844 shares; 2025Q4: 8,309 shares; 2026Q1: 8,694 shares; 2026Q2: 8,934 shares 8,934 $325K 0.14% +240 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; 2024Q3: 4,567 shares; 2024Q4: 4,587 shares; 2025Q1: 3,927 shares; 2025Q2: 3,920 shares; 2025Q3: 5,117 shares; 2025Q4: 5,143 shares; 2026Q1: 5,302 shares; 2026Q2: 3,981 shares 3,981 $324K 0.14% -1,321 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; 2024Q3: 6,276 shares; 2024Q4: 6,402 shares; 2025Q1: 5,023 shares; 2025Q2: 4,878 shares; 2025Q3: 4,972 shares; 2025Q4: 5,376 shares; 2026Q1: 5,591 shares; 2026Q2: 5,602 shares 5,602 $319K 0.13% +11 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,582 shares; 2026Q2: 2,582 shares 2,582 $303K 0.13% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,673 shares; 2024Q4: 3,838 shares; 2025Q1: 2,755 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares; 2026Q1: 2,643 shares; 2026Q2: 2,643 shares 2,643 $292K 0.12% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,330 shares; 2024Q4: 4,349 shares; 2025Q1: 4,201 shares; 2025Q2: 4,191 shares; 2025Q3: 4,155 shares; 2025Q4: 4,163 shares; 2026Q1: 4,105 shares; 2026Q2: 1,404 shares 1,404 $288K 0.12% -2,701 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,517 shares; 2024Q4: 1,533 shares; 2025Q1: 1,517 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: not reported; 2026Q2: 1,517 shares 1,517 $280K 0.12% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: not reported; 2026Q2: 630 shares 630 $248K 0.1% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,622 shares; 2024Q4: 18,622 shares; 2025Q1: 18,622 shares; 2025Q2: 16,705 shares; 2025Q3: 16,705 shares; 2025Q4: 16,705 shares; 2026Q1: 16,705 shares; 2026Q2: 1,793 shares 1,793 $246K 0.1% -14,912 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,762 shares; 2025Q4: 2,762 shares; 2026Q1: 2,762 shares; 2026Q2: 2,432 shares 2,432 $243K 0.1% -330 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,305 shares; 2025Q4: 3,744 shares; 2026Q1: not reported; 2026Q2: 3,513 shares 3,513 $239K 0.1% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $221K 0.09% 0 Timeline FUNC FIRST UTD CORP More: the full row for FIRST UTD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,948 shares 4,948 $218K 0.09% new 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; 2024Q3: 10,357 shares; 2024Q4: 10,526 shares; 2025Q1: 8,329 shares; 2025Q2: 7,958 shares; 2025Q3: 7,988 shares; 2025Q4: 8,736 shares; 2026Q1: 8,407 shares; 2026Q2: 3,709 shares 3,709 $217K 0.09% -4,698 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; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 383 shares; 2026Q2: 1,200 shares 1,200 $214K 0.09% +817 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,391 shares 1,391 $213K 0.09% new Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,068 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,346 shares 5,346 $210K 0.09% new Timeline