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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,258 shares; 2025Q4: 124,512 shares; 2026Q1: 124,056 shares; 2026Q2: 122,288 shares 122,288 $28.9M 20.52% -1,768 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 93,714 shares; 2025Q1: 49,511 shares; 2025Q2: 45,828 shares; 2025Q3: 77,081 shares; 2025Q4: 68,372 shares; 2026Q1: 33,455 shares; 2026Q2: 163,335 shares 163,335 $20.3M 14.38% +129,880 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,387 shares; 2025Q4: 146,628 shares; 2026Q1: 250,449 shares; 2026Q2: 257,929 shares 257,929 $19.7M 14% +7,480 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; 2024Q3: not loaded; 2024Q4: 35,538 shares; 2025Q1: 35,513 shares; 2025Q2: 58,869 shares; 2025Q3: 57,758 shares; 2025Q4: 48,573 shares; 2026Q1: 33,141 shares; 2026Q2: 42,775 shares 42,775 $15.8M 11.17% +9,634 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 373,902 shares; 2026Q2: 373,902 shares 373,902 $11M 7.77% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 286,738 shares; 2025Q1: 216,052 shares; 2025Q2: 196,343 shares; 2025Q3: 206,950 shares; 2025Q4: 212,070 shares; 2026Q1: 210,052 shares; 2026Q2: 196,983 shares 196,983 $9.71M 6.88% -13,069 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; 2024Q3: not loaded; 2024Q4: 289,247 shares; 2025Q1: 294,595 shares; 2025Q2: 202,986 shares; 2025Q3: 216,829 shares; 2025Q4: 146,297 shares; 2026Q1: 151,234 shares; 2026Q2: 136,894 shares 136,894 $7.1M 5.03% -14,340 Timeline XLRE 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 156,849 shares 156,849 $6.91M 4.9% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,245 shares; 2025Q1: 13,917 shares; 2025Q2: 14,021 shares; 2025Q3: 14,102 shares; 2025Q4: 14,160 shares; 2026Q1: 14,254 shares; 2026Q2: 14,353 shares 14,353 $5.2M 3.69% +99 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 133,666 shares 133,666 $3.65M 2.59% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,942 shares; 2026Q1: not reported; 2026Q2: 15,235 shares 15,235 $2.42M 1.71% new Timeline FELG 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: not loaded; 2024Q4: 36,622 shares; 2025Q1: 37,552 shares; 2025Q2: 20,497 shares; 2025Q3: 28,501 shares; 2025Q4: 28,580 shares; 2026Q1: 28,844 shares; 2026Q2: 28,438 shares 28,438 $1.24M 0.88% -406 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: not loaded; 2024Q4: 3,782 shares; 2025Q1: 2,952 shares; 2025Q2: 2,956 shares; 2025Q3: 2,875 shares; 2025Q4: 2,858 shares; 2026Q1: 2,860 shares; 2026Q2: 3,464 shares 3,464 $1M 0.71% +604 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; 2024Q3: not loaded; 2024Q4: 7,335 shares; 2025Q1: 7,387 shares; 2025Q2: 7,441 shares; 2025Q3: 7,494 shares; 2025Q4: 7,542 shares; 2026Q1: 7,587 shares; 2026Q2: 7,636 shares 7,636 $964K 0.68% +49 Timeline FELV 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: not loaded; 2024Q4: 24,963 shares; 2025Q1: 26,159 shares; 2025Q2: 17,125 shares; 2025Q3: 20,215 shares; 2025Q4: 20,377 shares; 2026Q1: 20,321 shares; 2026Q2: 19,864 shares 19,864 $796K 0.56% -457 Timeline FENI 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: not loaded; 2024Q4: 17,436 shares; 2025Q1: 18,111 shares; 2025Q2: 16,548 shares; 2025Q3: 14,966 shares; 2025Q4: 15,175 shares; 2026Q1: 15,129 shares; 2026Q2: 14,874 shares 14,874 $596K 0.42% -255 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: not loaded; 2024Q4: 2,214 shares; 2025Q1: 2,233 shares; 2025Q2: 2,253 shares; 2025Q3: 2,271 shares; 2025Q4: 2,237 shares; 2026Q1: 2,253 shares; 2026Q2: 2,272 shares 2,272 $571K 0.4% +19 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: not loaded; 2024Q4: 1,399 shares; 2025Q1: 1,006 shares; 2025Q2: 1,007 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,009 shares; 2026Q2: 1,580 shares 1,580 $564K 0.4% +571 Timeline FDVV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,195 shares; 2025Q4: 8,245 shares; 2026Q1: 8,706 shares; 2026Q2: 8,679 shares 8,679 $523K 0.37% -27 Timeline FIDI 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,840 shares; 2025Q4: 13,959 shares; 2026Q1: 14,418 shares; 2026Q2: 14,361 shares 14,361 $393K 0.28% -57 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,429 shares 8,429 $333K 0.24% new 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: not loaded; 2024Q4: 970 shares; 2025Q1: 571 shares; 2025Q2: 601 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares; 2026Q2: 1,284 shares 1,284 $306K 0.22% +668 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: not loaded; 2024Q4: 831 shares; 2025Q1: 835 shares; 2025Q2: 840 shares; 2025Q3: 844 shares; 2025Q4: 848 shares; 2026Q1: 852 shares; 2026Q2: 856 shares 856 $280K 0.2% +4 Timeline FESM 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,815 shares; 2025Q4: 5,870 shares; 2026Q1: 21 shares; 2026Q2: 5,320 shares 5,320 $256K 0.18% +5,299 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: not loaded; 2024Q4: 1,708 shares; 2025Q1: 1,724 shares; 2025Q2: 1,740 shares; 2025Q3: 1,755 shares; 2025Q4: 1,771 shares; 2026Q1: 1,782 shares; 2026Q2: 1,795 shares 1,795 $245K 0.17% +13 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 453 shares; 2025Q1: 443 shares; 2025Q2: 466 shares; 2025Q3: 469 shares; 2025Q4: 473 shares; 2026Q1: 476 shares; 2026Q2: 2,312 shares 2,312 $236K 0.17% +1,836 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: not loaded; 2024Q4: 297 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $217K 0.15% 0 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: not loaded; 2024Q4: 237 shares; 2025Q1: 239 shares; 2025Q2: 241 shares; 2025Q3: 242 shares; 2025Q4: 243 shares; 2026Q1: 245 shares; 2026Q2: 614 shares 614 $216K 0.15% +369 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,040 shares 1,040 $208K 0.15% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 527 shares; 2025Q1: 528 shares; 2025Q2: 529 shares; 2025Q3: 531 shares; 2025Q4: 532 shares; 2026Q1: 533 shares; 2026Q2: 534 shares 534 $198K 0.14% +1 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,988 shares 29,988 $173K 0.12% new 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; 2024Q3: not loaded; 2024Q4: 857 shares; 2025Q1: 864 shares; 2025Q2: 872 shares; 2025Q3: 881 shares; 2025Q4: 891 shares; 2026Q1: 900 shares; 2026Q2: 912 shares 912 $87K 0.06% +12 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 910 shares 910 $86K 0.06% new 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: not loaded; 2024Q4: 280 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 203 shares 203 $71K 0.05% +1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 363 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 315 shares 315 $68K 0.05% -35 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 248 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 995 shares; 2026Q1: 1,045 shares; 2026Q2: 837 shares 837 $59K 0.04% -208 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 344 shares; 2025Q1: 396 shares; 2025Q2: 449 shares; 2025Q3: 451 shares; 2025Q4: 456 shares; 2026Q1: 458 shares; 2026Q2: 823 shares 823 $59K 0.04% +365 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; 2024Q3: not loaded; 2024Q4: 307 shares; 2025Q1: 310 shares; 2025Q2: 313 shares; 2025Q3: 315 shares; 2025Q4: 318 shares; 2026Q1: 321 shares; 2026Q2: 324 shares 324 $58K 0.04% +3 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; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $52K 0.04% 0 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: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $50K 0.04% 0 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; 2024Q3: not loaded; 2024Q4: 102 shares; 2025Q1: 91 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 89 shares 89 $50K 0.04% -7 Timeline FFUT FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 837 shares 837 $48K 0.03% new Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,001 shares; 2026Q1: 1,002 shares; 2026Q2: 1,003 shares 1,003 $45K 0.03% +1 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; 2024Q3: not loaded; 2024Q4: 1,101 shares; 2025Q1: 1,114 shares; 2025Q2: 1,125 shares; 2025Q3: 1,137 shares; 2025Q4: 990 shares; 2026Q1: 908 shares; 2026Q2: 410 shares 410 $42K 0.03% -498 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; 2024Q3: not loaded; 2024Q4: 427 shares; 2025Q1: 435 shares; 2025Q2: 443 shares; 2025Q3: 451 shares; 2025Q4: 458 shares; 2026Q1: 467 shares; 2026Q2: 474 shares 474 $34K 0.02% +7 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; 2024Q3: not loaded; 2024Q4: 1,349 shares; 2025Q1: 1,364 shares; 2025Q2: 1,378 shares; 2025Q3: 1,392 shares; 2025Q4: 1,407 shares; 2026Q1: 1,423 shares; 2026Q2: 1,438 shares 1,438 $29K 0.02% +15 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 154 shares 154 $29K 0.02% new Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,506 shares; 2025Q1: 3,506 shares; 2025Q2: 3,506 shares; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares; 2026Q1: 3,066 shares; 2026Q2: 3,066 shares 3,066 $24K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 234 shares; 2025Q1: 236 shares; 2025Q2: 238 shares; 2025Q3: 240 shares; 2025Q4: 242 shares; 2026Q1: 244 shares; 2026Q2: 245 shares 245 $22K 0.02% +1 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: not loaded; 2024Q4: 74 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $21K 0.01% 0 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $21K 0.01% 0 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; 2024Q3: not loaded; 2024Q4: 202 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 205 shares 205 $17K 0.01% +1 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 130 shares 130 $17K 0.01% -170 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: not loaded; 2024Q4: 207 shares; 2025Q1: 182 shares; 2025Q2: 183 shares; 2025Q3: 185 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 189 shares 189 $15K 0.01% +1 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; 2024Q3: not loaded; 2024Q4: 389 shares; 2025Q1: 393 shares; 2025Q2: 398 shares; 2025Q3: 191 shares; 2025Q4: 194 shares; 2026Q1: 196 shares; 2026Q2: 198 shares 198 $11K 0.01% +2 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: not loaded; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $6K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 308 shares; 2025Q1: 310 shares; 2025Q2: 312 shares; 2025Q3: 314 shares; 2025Q4: 316 shares; 2026Q1: 76 shares; 2026Q2: 77 shares 77 $6K <0.01% +1 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: not loaded; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $5K <0.01% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $4K <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 175 shares; 2025Q1: 178 shares; 2025Q2: 181 shares; 2025Q3: 185 shares; 2025Q4: 188 shares; 2026Q1: 191 shares; 2026Q2: 194 shares 194 $4K <0.01% +3 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $3K <0.01% new 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: not loaded; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 4 shares 4 $3K <0.01% +1 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $3K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $3K <0.01% 0 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; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 44 shares 44 $1K <0.01% +1 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $1K <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $1K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. 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; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $0 0% 0 Value filed as zero, left out of ratios. Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $0 0% 0 Value filed as zero, left out of ratios. Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $0 0% 0 Value filed as zero, left out of ratios. 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; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $0 0% 0 Value filed as zero, left out of ratios. Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $0 0% 0 Value filed as zero, left out of ratios. Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374,592 shares; 2025Q4: 257,290 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $0 0% 0 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline