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: not reported; 2024Q4: 86,575 shares; 2025Q1: 86,575 shares; 2025Q2: 86,575 shares; 2025Q3: 86,575 shares; 2025Q4: 86,575 shares; 2026Q1: 50,700 shares 50,700 $29.3M 16.71% -35,875 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,140 shares; 2025Q1: 59,140 shares; 2025Q2: 59,140 shares; 2025Q3: 59,140 shares; 2025Q4: 59,140 shares; 2026Q1: 31,170 shares 31,170 $20.3M 11.58% -27,970 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: 34,322 shares; 2024Q4: 34,809 shares; 2025Q1: 35,002 shares; 2025Q2: 33,300 shares; 2025Q3: 32,548 shares; 2025Q4: 25,800 shares; 2026Q1: 51,100 shares 51,100 $18.9M 10.8% +25,300 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: 76,212 shares; 2024Q4: 76,999 shares; 2025Q1: 75,803 shares; 2025Q2: 79,241 shares; 2025Q3: 78,510 shares; 2025Q4: 56,800 shares; 2026Q1: 56,800 shares 56,800 $14.4M 8.23% 0 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: 55,660 shares; 2025Q1: 55,660 shares; 2025Q2: 55,660 shares; 2025Q3: 55,660 shares; 2025Q4: 55,660 shares; 2026Q1: 50,860 shares 50,860 $12.6M 7.2% -4,800 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II 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: 209,000 shares 209,000 $11.6M 6.65% new Timeline ARKG ARK ETF TR More: the full row for ARK 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: 386,000 shares 386,000 $10.2M 5.82% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 232,000 shares 232,000 $8.91M 5.09% new Timeline IBB 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 54,500 shares; 2026Q1: 50,000 shares 50,000 $8.44M 4.82% -4,500 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; 2024Q2: restricted; 2024Q3: 88,832 shares; 2024Q4: 88,357 shares; 2025Q1: 87,933 shares; 2025Q2: 89,160 shares; 2025Q3: 89,190 shares; 2025Q4: 83,900 shares; 2026Q1: 83,900 shares 83,900 $6.51M 3.72% 0 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X 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: 200,000 shares 200,000 $6.43M 3.67% new 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; 2024Q2: restricted; 2024Q3: 27,448 shares; 2024Q4: 25,151 shares; 2025Q1: 25,974 shares; 2025Q2: 32,606 shares; 2025Q3: 32,853 shares; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000 $6.07M 3.46% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,653 shares; 2024Q4: 98,972 shares; 2025Q1: 95,379 shares; 2025Q2: 100,271 shares; 2025Q3: 94,931 shares; 2025Q4: not reported; 2026Q1: 211,000 shares 211,000 $5.92M 3.38% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,439 shares; 2024Q4: 202,195 shares; 2025Q1: 202,195 shares; 2025Q2: 202,195 shares; 2025Q3: 162,195 shares; 2025Q4: 202,195 shares; 2026Q1: 202,195 shares 202,195 $4.19M 2.39% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 10,000 shares 10,000 $3.96M 2.26% new Timeline HEWJ 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: 67,411 shares; 2025Q1: 67,411 shares; 2025Q2: 59,811 shares; 2025Q3: 59,811 shares; 2025Q4: 59,811 shares; 2026Q1: 33,896 shares 33,896 $2.86M 1.63% -25,915 Timeline APGE APOGEE THERAPEUTICS INC More: the full row for APOGEE THERAPEUTICS 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: 17,500 shares 17,500 $1.47M 0.84% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 26,500 shares 26,500 $1.14M 0.65% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 19,800 shares 19,800 $1.12M 0.64% new Timeline BIL 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: 41,000 shares; 2025Q1: 18,000 shares; 2025Q2: 72,500 shares; 2025Q3: 32,500 shares; 2025Q4: 32,500 shares; 2026Q1: 8,000 shares 8,000 $733K 0.42% -24,500 Timeline