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: 339,750 shares; 2024Q4: 338,245 shares; 2025Q1: 234,996 shares; 2025Q2: 247,295 shares; 2025Q3: 243,186 shares; 2025Q4: 231,745 shares; 2026Q1: 139,109 shares 139,109 $24.3M 9.61% -92,636 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; 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; 2026Q1: 52,029 shares 52,029 $22.4M 8.86% -3,752 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; 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; 2026Q1: 142,825 shares 142,825 $20.9M 8.27% -13,902 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; 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; 2026Q1: 889,071 shares 889,071 $17.2M 6.79% +34,478 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: 1,975 shares; 2024Q4: 1,981 shares; 2025Q1: 57,134 shares; 2025Q2: 53,196 shares; 2025Q3: 52,895 shares; 2025Q4: 53,192 shares; 2026Q1: 53,327 shares 53,327 $16.5M 6.53% +135 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: 61,275 shares; 2024Q4: 61,787 shares; 2025Q1: 69,759 shares; 2025Q2: 103,497 shares; 2025Q3: 104,108 shares; 2025Q4: 103,602 shares; 2026Q1: 68,816 shares 68,816 $14.3M 5.67% -34,786 Timeline ACWX 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: 122,025 shares; 2026Q1: 182,757 shares 182,757 $12.5M 4.95% +60,732 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: 77,642 shares; 2024Q4: 78,269 shares; 2025Q1: 78,594 shares; 2025Q2: 41,670 shares; 2025Q3: 42,212 shares; 2025Q4: 42,276 shares; 2026Q1: 41,770 shares 41,770 $12M 4.76% -506 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: 14,750 shares; 2024Q4: 27,745 shares; 2025Q1: 32,618 shares; 2025Q2: 9,582 shares; 2025Q3: 12,266 shares; 2025Q4: 20,260 shares; 2026Q1: 20,613 shares 20,613 $11.8M 4.67% +353 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: 1,026 shares; 2025Q2: 1,566 shares; 2025Q3: 58,053 shares; 2025Q4: 58,634 shares; 2026Q1: 39,329 shares 39,329 $11.6M 4.58% -19,305 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,066 shares 13,066 $11.1M 4.38% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY 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: not reported; 2025Q4: not reported; 2026Q1: 28,807 shares 28,807 $9.73M 3.85% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,460 shares; 2025Q4: 16,450 shares; 2026Q1: 18,446 shares 18,446 $9.64M 3.82% +1,996 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 92,644 shares 92,644 $9.25M 3.66% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,779 shares; 2025Q3: 22,048 shares; 2025Q4: 22,385 shares; 2026Q1: 23,227 shares 23,227 $9.07M 3.59% +842 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; 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; 2026Q1: 8,521 shares 8,521 $8.49M 3.36% -11 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,750 shares; 2026Q1: 31,220 shares 31,220 $7.82M 3.1% +470 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; 2024Q2: restricted; 2024Q3: 17,051 shares; 2024Q4: 20,073 shares; 2025Q1: 20,856 shares; 2025Q2: 30,446 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,891 shares 3,891 $3.58M 1.42% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS 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: not reported; 2025Q4: not reported; 2026Q1: 15,333 shares 15,333 $2.99M 1.19% new 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; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 741 shares; 2025Q1: 806 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,005 shares; 2026Q1: 2,197 shares 2,197 $2.9M 1.15% +192 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: not reported; 2025Q1: not reported; 2025Q2: 2,117 shares; 2025Q3: 2,281 shares; 2025Q4: 2,281 shares; 2026Q1: 7,298 shares 7,298 $2.71M 1.07% +5,017 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,501 shares 67,501 $2.48M 0.98% new 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; 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; 2026Q1: 16,158 shares 16,158 $1.42M 0.56% -1,151 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,995 shares 1,995 $1.19M 0.47% new 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; 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; 2026Q1: 4,593 shares 4,593 $1.17M 0.46% +224 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; 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; 2026Q1: 6,850 shares 6,850 $1.1M 0.43% -3,638 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: 8,752 shares; 2024Q4: 8,760 shares; 2025Q1: 8,739 shares; 2025Q2: 4,082 shares; 2025Q3: 3,912 shares; 2025Q4: 3,915 shares; 2026Q1: 3,387 shares 3,387 $972K 0.38% -528 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,646 shares 4,646 $892K 0.35% new 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; 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; 2026Q1: 1,813 shares 1,813 $582K 0.23% 0 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: 41,266 shares; 2024Q4: 41,797 shares; 2025Q1: not reported; 2025Q2: 2,672 shares; 2025Q3: 2,734 shares; 2025Q4: 2,740 shares; 2026Q1: 1,305 shares 1,305 $483K 0.19% -1,435 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; 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; 2026Q1: 6,284 shares 6,284 $394K 0.16% -134 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: 1,038 shares; 2025Q1: not reported; 2025Q2: 1,039 shares; 2025Q3: 1,042 shares; 2025Q4: 1,044 shares; 2026Q1: 1,046 shares 1,046 $354K 0.14% +2 Timeline IHE 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: 3,605 shares 3,605 $312K 0.12% new Timeline HUM HUMANA INC More: the full row for HUMANA 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: not reported; 2025Q4: not reported; 2026Q1: 1,733 shares 1,733 $300K 0.12% new 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; 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; 2026Q1: 3,339 shares 3,339 $246K 0.1% +21 Timeline