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; 2024Q2: restricted; 2024Q3: 204,587 shares; 2024Q4: 270,182 shares; 2025Q1: 281,977 shares; 2025Q2: 290,255 shares; 2025Q3: 295,858 shares; 2025Q4: 292,575 shares; 2026Q1: 290,165 shares 290,165 $189M 51.49% -2,410 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,714 shares; 2024Q4: 72,847 shares; 2025Q1: 76,213 shares; 2025Q2: 77,707 shares; 2025Q3: 79,065 shares; 2025Q4: 77,745 shares; 2026Q1: 78,362 shares 78,362 $22.5M 6.15% +617 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,577 shares; 2024Q4: 84,570 shares; 2025Q1: 87,084 shares; 2025Q2: 83,132 shares; 2025Q3: 82,660 shares; 2025Q4: 81,139 shares; 2026Q1: 83,615 shares 83,615 $21.2M 5.79% +2,476 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; 2024Q2: restricted; 2024Q3: 24,517 shares; 2024Q4: 26,572 shares; 2025Q1: 26,491 shares; 2025Q2: 26,735 shares; 2025Q3: not reported; 2025Q4: 34,250 shares; 2026Q1: 33,940 shares 33,940 $19.6M 5.35% -310 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,689 shares; 2024Q4: 136,889 shares; 2025Q1: 106,072 shares; 2025Q2: 109,375 shares; 2025Q3: 110,494 shares; 2025Q4: 109,780 shares; 2026Q1: 107,697 shares 107,697 $18.8M 5.13% -2,083 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; 2024Q2: restricted; 2024Q3: 54,739 shares; 2024Q4: 82,272 shares; 2025Q1: 84,437 shares; 2025Q2: 84,716 shares; 2025Q3: 84,160 shares; 2025Q4: 83,016 shares; 2026Q1: 83,781 shares 83,781 $17.4M 4.76% +765 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,832 shares; 2024Q4: 33,181 shares; 2025Q1: 35,273 shares; 2025Q2: 35,716 shares; 2025Q3: 35,955 shares; 2025Q4: 35,800 shares; 2026Q1: 36,130 shares 36,130 $13.4M 3.65% +330 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; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 8,530 shares; 2025Q1: 10,930 shares; 2025Q2: 11,104 shares; 2025Q3: 12,887 shares; 2025Q4: 12,706 shares; 2026Q1: 13,230 shares 13,230 $7.57M 2.07% +524 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 5,213 shares; 2025Q1: 6,012 shares; 2025Q2: 6,190 shares; 2025Q3: 6,134 shares; 2025Q4: 59,120 shares; 2026Q1: 60,726 shares 60,726 $5.84M 1.59% +1,606 Timeline JBBB 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,629 shares; 2025Q4: 108,594 shares; 2026Q1: 110,935 shares 110,935 $5.17M 1.41% +2,341 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,621 shares; 2025Q2: 104,948 shares; 2025Q3: 104,948 shares; 2025Q4: 105,163 shares; 2026Q1: 90,954 shares 90,954 $4.43M 1.21% -14,209 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 9,316 shares; 2026Q1: 12,366 shares 12,366 $4.18M 1.14% +3,050 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,692 shares; 2025Q1: 6,763 shares; 2025Q2: 6,763 shares; 2025Q3: 6,801 shares; 2025Q4: 6,827 shares; 2026Q1: 6,827 shares 6,827 $4.08M 1.11% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 11,401 shares; 2025Q1: 11,669 shares; 2025Q2: 12,307 shares; 2025Q3: 13,999 shares; 2025Q4: 14,006 shares; 2026Q1: 13,914 shares 13,914 $3.99M 1.09% -92 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,854 shares; 2025Q2: 3,564 shares; 2025Q3: 3,564 shares; 2025Q4: 9,672 shares; 2026Q1: 12,020 shares 12,020 $3.72M 1.02% +2,348 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: 26,032 shares; 2026Q1: 26,000 shares 26,000 $2.83M 0.77% -32 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,287 shares; 2024Q4: 44,726 shares; 2025Q1: 44,726 shares; 2025Q2: 14,852 shares; 2025Q3: 16,740 shares; 2025Q4: 21,855 shares; 2026Q1: 24,666 shares 24,666 $2.62M 0.71% +2,811 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,090 shares; 2024Q4: 28,540 shares; 2025Q1: 28,175 shares; 2025Q2: 26,400 shares; 2025Q3: 26,400 shares; 2025Q4: 21,450 shares; 2026Q1: 22,712 shares 22,712 $2.48M 0.68% +1,262 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,860 shares; 2025Q4: 36,460 shares; 2026Q1: 32,707 shares 32,707 $2.35M 0.64% -3,753 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,610 shares; 2025Q1: 3,632 shares; 2025Q2: 3,644 shares; 2025Q3: 3,804 shares; 2025Q4: 4,118 shares; 2026Q1: 4,707 shares 4,707 $1.75M 0.48% +589 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,674 shares; 2025Q4: 3,674 shares; 2026Q1: 3,631 shares 3,631 $1.68M 0.46% -43 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,875 shares; 2025Q1: 5,990 shares; 2025Q2: 5,875 shares; 2025Q3: 6,545 shares; 2025Q4: 5,925 shares; 2026Q1: 5,925 shares 5,925 $1.23M 0.33% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,035 shares; 2025Q4: 12,035 shares; 2026Q1: 12,035 shares 12,035 $1.18M 0.32% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,215 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,353 shares; 2025Q4: 2,353 shares; 2026Q1: 2,253 shares 2,253 $1.08M 0.29% -100 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,111 shares; 2025Q2: 5,111 shares; 2025Q3: 5,111 shares; 2025Q4: 5,111 shares; 2026Q1: 5,111 shares 5,111 $867K 0.24% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $825K 0.23% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,184 shares; 2024Q4: 7,093 shares; 2025Q1: 5,426 shares; 2025Q2: 4,092 shares; 2025Q3: 4,092 shares; 2025Q4: 4,092 shares; 2026Q1: 4,092 shares 4,092 $715K 0.19% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,300 shares 11,300 $641K 0.17% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,821 shares; 2025Q1: 7,821 shares; 2025Q2: 7,821 shares; 2025Q3: 7,821 shares; 2025Q4: 7,821 shares; 2026Q1: 7,821 shares 7,821 $622K 0.17% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 501 shares; 2025Q1: 495 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 1,662 shares; 2026Q1: 687 shares 687 $449K 0.12% -975 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,278 shares; 2025Q3: 18,278 shares; 2025Q4: 18,278 shares; 2026Q1: 18,278 shares 18,278 $436K 0.12% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,167 shares; 2025Q1: 7,167 shares; 2025Q2: 5,267 shares; 2025Q3: 5,267 shares; 2025Q4: 5,267 shares; 2026Q1: 5,267 shares 5,267 $416K 0.11% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 5,155 shares; 2025Q4: 5,155 shares; 2026Q1: 5,155 shares 5,155 $388K 0.11% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares 5,800 $353K 0.1% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,285 shares; 2026Q1: 2,290 shares 2,290 $326K 0.09% +5 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,265 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $298K 0.08% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,030 shares; 2025Q2: 12,030 shares; 2025Q3: 15,388 shares; 2025Q4: 12,030 shares; 2026Q1: 12,030 shares 12,030 $285K 0.08% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: 709 shares; 2026Q1: 644 shares 644 $247K 0.07% -65 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: not reported; 2026Q1: 1,476 shares 1,476 $242K 0.07% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 590 shares 590 $235K 0.06% new Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,982 shares; 2025Q4: 7,982 shares; 2026Q1: 7,982 shares 7,982 $226K 0.06% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: not reported; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares 2,225 $219K 0.06% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494 shares; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: not reported; 2026Q1: 2,964 shares 2,964 $216K 0.06% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 663 shares; 2025Q4: 718 shares; 2026Q1: 718 shares 718 $211K 0.06% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,900 shares 1,900 $208K 0.06% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 758 shares 758 $205K 0.06% new Timeline