NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,750 shares; 2024Q4: 338,245 shares; 2025Q1: 234,996 shares; 2025Q2: 247,295 shares; 2025Q3: 243,186 shares; 2025Q4: 231,745 shares 231,745 $43.2M 12.53% -11,441 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,610 shares; 2025Q1: 158,210 shares; 2025Q2: 159,443 shares; 2025Q3: 157,300 shares; 2025Q4: 156,727 shares 156,727 $27.9M 8.08% -573 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,275 shares; 2024Q4: 61,787 shares; 2025Q1: 69,759 shares; 2025Q2: 103,497 shares; 2025Q3: 104,108 shares; 2025Q4: 103,602 shares 103,602 $23.9M 6.93% -506 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,350 shares; 2024Q4: 79,895 shares; 2025Q1: 80,135 shares; 2025Q2: 58,531 shares; 2025Q3: 56,016 shares; 2025Q4: 55,781 shares 55,781 $22.1M 6.41% -235 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,625 shares; 2025Q3: 172,096 shares; 2025Q4: 172,151 shares 172,151 $19.5M 5.65% +55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 1,566 shares; 2025Q3: 58,053 shares; 2025Q4: 58,634 shares 58,634 $18.9M 5.48% +581 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 1,981 shares; 2025Q1: 57,134 shares; 2025Q2: 53,196 shares; 2025Q3: 52,895 shares; 2025Q4: 53,192 shares 53,192 $18.4M 5.34% +297 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,643 shares; 2025Q4: 62,015 shares 62,015 $15.6M 4.51% +372 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636,626 shares; 2024Q4: 1,650,574 shares; 2025Q1: 1,490,113 shares; 2025Q2: 1,310,541 shares; 2025Q3: 1,239,939 shares; 2025Q4: 854,593 shares 854,593 $14.1M 4.09% -385,346 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,750 shares; 2024Q4: 27,745 shares; 2025Q1: 32,618 shares; 2025Q2: 9,582 shares; 2025Q3: 12,266 shares; 2025Q4: 20,260 shares 20,260 $13.4M 3.88% +7,994 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,642 shares; 2024Q4: 78,269 shares; 2025Q1: 78,594 shares; 2025Q2: 41,670 shares; 2025Q3: 42,212 shares; 2025Q4: 42,276 shares 42,276 $13.2M 3.84% +64 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,916 shares; 2025Q3: 11,046 shares; 2025Q4: 126,597 shares 126,597 $11.9M 3.44% +115,551 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,779 shares; 2025Q3: 22,048 shares; 2025Q4: 22,385 shares 22,385 $10.5M 3.04% +337 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,460 shares; 2025Q4: 16,450 shares 16,450 $9.95M 2.89% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,310 shares; 2025Q3: 16,445 shares; 2025Q4: 16,456 shares 16,456 $9.56M 2.77% +11 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,176 shares; 2025Q4: 36,660 shares 36,660 $8.87M 2.57% +7,484 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,025 shares 122,025 $8.19M 2.38% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,286 shares; 2025Q4: 50,646 shares 50,646 $8.15M 2.36% +360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,814 shares; 2024Q4: 23,839 shares; 2025Q1: 18,846 shares; 2025Q2: 17,131 shares; 2025Q3: 17,589 shares; 2025Q4: 8,532 shares 8,532 $7.36M 2.13% -9,057 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,975 shares; 2025Q4: 93,037 shares 93,037 $6.68M 1.94% +1,062 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,708 shares; 2025Q3: 182,557 shares; 2025Q4: 101,325 shares 101,325 $5.03M 1.46% -81,232 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,750 shares 30,750 $4.98M 1.44% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,067 shares 34,067 $4.52M 1.31% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,600 shares; 2025Q3: 278,637 shares; 2025Q4: 161,756 shares 161,756 $3.63M 1.05% -116,881 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 741 shares; 2025Q1: 806 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,005 shares 2,005 $2.15M 0.62% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,359 shares; 2024Q4: 39,839 shares; 2025Q1: 60,156 shares; 2025Q2: 10,706 shares; 2025Q3: 11,042 shares; 2025Q4: 10,488 shares 10,488 $1.93M 0.56% -554 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,315 shares; 2025Q4: 27,119 shares 27,119 $1.6M 0.46% -196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 29,700 shares; 2025Q1: 28,856 shares; 2025Q2: 18,413 shares; 2025Q3: 17,239 shares; 2025Q4: 17,309 shares 17,309 $1.4M 0.41% +70 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,266 shares; 2024Q4: 41,797 shares; 2025Q1: not reported; 2025Q2: 2,672 shares; 2025Q3: 2,734 shares; 2025Q4: 2,740 shares 2,740 $1.33M 0.38% +6 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,752 shares; 2024Q4: 8,760 shares; 2025Q1: 8,739 shares; 2025Q2: 4,082 shares; 2025Q3: 3,912 shares; 2025Q4: 3,915 shares 3,915 $1.23M 0.36% +3 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 4,047 shares; 2025Q1: 4,051 shares; 2025Q2: 4,054 shares; 2025Q3: 4,129 shares; 2025Q4: 4,133 shares 4,133 $1.12M 0.33% +4 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 5,500 shares; 2025Q1: 4,734 shares; 2025Q2: 4,679 shares; 2025Q3: 4,635 shares; 2025Q4: 4,369 shares 4,369 $1.05M 0.31% -266 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,117 shares; 2025Q3: 2,281 shares; 2025Q4: 2,281 shares 2,281 $1.03M 0.3% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,701 shares; 2025Q3: 1,803 shares; 2025Q4: 1,813 shares 1,813 $608K 0.18% +10 Timeline PNQI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,303 shares; 2025Q4: 9,388 shares 9,388 $506K 0.15% -915 Timeline IBUY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,334 shares; 2025Q4: 6,691 shares 6,691 $498K 0.14% -643 Timeline CIBR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,833 shares; 2024Q4: 9,245 shares; 2025Q1: 7,697 shares; 2025Q2: 7,829 shares; 2025Q3: 6,808 shares; 2025Q4: 6,418 shares 6,418 $459K 0.13% -390 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,038 shares; 2025Q1: not reported; 2025Q2: 1,039 shares; 2025Q3: 1,042 shares; 2025Q4: 1,044 shares 1,044 $317K 0.09% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 3,191 shares; 2025Q1: 3,211 shares; 2025Q2: 3,243 shares; 2025Q3: 3,275 shares; 2025Q4: 3,318 shares 3,318 $246K 0.07% +43 Timeline