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 loaded; 2024Q4: 23,625 shares; 2025Q1: 19,326 shares; 2025Q2: 22,329 shares; 2025Q3: 22,196 shares; 2025Q4: 20,600 shares; 2026Q1: 20,201 shares 20,201 $13.2M 12.13% -399 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: not loaded; 2024Q4: 51,603 shares; 2025Q1: 49,882 shares; 2025Q2: 52,478 shares; 2025Q3: 52,467 shares; 2025Q4: 53,625 shares; 2026Q1: 53,059 shares 53,059 $11.1M 10.17% -566 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 990,284 shares; 2025Q1: 989,316 shares; 2025Q2: 482,875 shares; 2025Q3: 469,756 shares; 2025Q4: 423,104 shares; 2026Q1: 424,108 shares 424,108 $8.25M 7.6% +1,004 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: not loaded; 2024Q4: 13,097 shares; 2025Q1: 12,979 shares; 2025Q2: 12,969 shares; 2025Q3: 12,899 shares; 2025Q4: 12,667 shares; 2026Q1: 12,469 shares 12,469 $7.2M 6.62% -198 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 loaded; 2024Q4: 5,323 shares; 2025Q1: 5,451 shares; 2025Q2: 7,180 shares; 2025Q3: 7,468 shares; 2025Q4: 7,810 shares; 2026Q1: 8,147 shares 8,147 $6.89M 6.34% +337 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 420,101 shares; 2025Q1: 435,121 shares; 2025Q2: 379,456 shares; 2025Q3: 375,740 shares; 2025Q4: 329,733 shares; 2026Q1: 312,870 shares 312,870 $6.76M 6.23% -16,863 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,462 shares; 2025Q1: 25,721 shares; 2025Q2: 33,906 shares; 2025Q3: 35,377 shares; 2025Q4: 37,049 shares; 2026Q1: 38,783 shares 38,783 $6.38M 5.87% +1,734 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: not loaded; 2024Q4: 23,156 shares; 2025Q1: 21,873 shares; 2025Q2: 24,276 shares; 2025Q3: 24,328 shares; 2025Q4: 24,646 shares; 2026Q1: 24,533 shares 24,533 $6.23M 5.73% -113 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 loaded; 2024Q4: 12,592 shares; 2025Q1: 13,112 shares; 2025Q2: 16,876 shares; 2025Q3: 17,584 shares; 2025Q4: 18,481 shares; 2026Q1: 19,435 shares 19,435 $5.72M 5.26% +954 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 loaded; 2024Q4: 65,487 shares; 2025Q1: 69,424 shares; 2025Q2: 93,239 shares; 2025Q3: 97,650 shares; 2025Q4: 103,030 shares; 2026Q1: 108,576 shares 108,576 $5.29M 4.87% +5,546 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 6,833 shares; 2025Q4: 10,496 shares; 2026Q1: 17,151 shares 17,151 $3.39M 3.12% +6,655 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: not loaded; 2024Q4: 7,221 shares; 2025Q1: 6,630 shares; 2025Q2: 7,742 shares; 2025Q3: 7,763 shares; 2025Q4: 8,156 shares; 2026Q1: 8,127 shares 8,127 $3.01M 2.77% -29 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: not loaded; 2024Q4: 5,567 shares; 2025Q1: 8,464 shares; 2025Q2: 13,034 shares; 2025Q3: 13,096 shares; 2025Q4: 14,946 shares; 2026Q1: 14,897 shares 14,897 $2.6M 2.39% -49 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: not loaded; 2024Q4: 6,091 shares; 2025Q1: 4,755 shares; 2025Q2: 7,746 shares; 2025Q3: 7,802 shares; 2025Q4: 8,070 shares; 2026Q1: 8,043 shares 8,043 $2.31M 2.13% -27 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,534 shares; 2025Q1: 4,706 shares; 2025Q2: 6,575 shares; 2025Q3: 6,621 shares; 2025Q4: 10,443 shares; 2026Q1: 10,774 shares 10,774 $2.01M 1.85% +331 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,174 shares; 2026Q1: 13,132 shares 13,132 $1.92M 1.77% -42 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,810 shares; 2025Q1: 10,272 shares; 2025Q2: 10,272 shares; 2025Q3: 10,272 shares; 2025Q4: 10,272 shares; 2026Q1: 10,272 shares 10,272 $1.92M 1.76% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,533 shares; 2026Q1: 79,047 shares 79,047 $1.89M 1.74% -12,486 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,603 shares; 2025Q1: 8,497 shares; 2025Q2: 12,501 shares; 2025Q3: 11,683 shares; 2025Q4: 11,958 shares; 2026Q1: 11,944 shares 11,944 $1.8M 1.66% -14 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 loaded; 2024Q4: 8,365 shares; 2025Q1: 7,602 shares; 2025Q2: 7,242 shares; 2025Q3: 7,075 shares; 2025Q4: 6,867 shares; 2026Q1: 6,867 shares 6,867 $1.7M 1.57% 0 Timeline XLE 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 loaded; 2024Q4: 13,126 shares; 2025Q1: 14,198 shares; 2025Q2: 13,783 shares; 2025Q3: 13,392 shares; 2025Q4: 20,876 shares; 2026Q1: 20,876 shares 20,876 $1.28M 1.18% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,882 shares; 2025Q3: 1,958 shares; 2025Q4: 1,958 shares; 2026Q1: 1,895 shares 1,895 $1.24M 1.14% -63 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: not loaded; 2024Q4: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 4,186 shares; 2026Q1: 4,046 shares 4,046 $1.16M 1.07% -140 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,020 shares; 2025Q3: 15,020 shares; 2025Q4: 15,020 shares; 2026Q1: 15,020 shares 15,020 $1.08M 0.99% 0 Timeline VTWV 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 loaded; 2024Q4: 5,929 shares; 2025Q1: 5,929 shares; 2025Q2: 5,929 shares; 2025Q3: 5,929 shares; 2025Q4: 5,929 shares; 2026Q1: 5,929 shares 5,929 $991K 0.91% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,448 shares; 2025Q4: 7,104 shares; 2026Q1: 7,686 shares 7,686 $804K 0.74% +582 Timeline XLF 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 loaded; 2024Q4: 11,982 shares; 2025Q1: 13,181 shares; 2025Q2: 13,181 shares; 2025Q3: 13,181 shares; 2025Q4: 13,181 shares; 2026Q1: 13,181 shares 13,181 $651K 0.6% 0 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 loaded; 2024Q4: 15,751 shares; 2025Q1: 7,681 shares; 2025Q2: 7,681 shares; 2025Q3: 7,681 shares; 2025Q4: 7,681 shares; 2026Q1: 7,681 shares 7,681 $526K 0.48% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,217 shares; 2025Q3: 6,217 shares; 2025Q4: 6,217 shares; 2026Q1: 6,217 shares 6,217 $398K 0.37% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,160 shares; 2026Q1: 3,965 shares 3,965 $285K 0.26% -195 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $279K 0.26% 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 loaded; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $240K 0.22% 0 Timeline 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares 970 $209K 0.19% 0 Timeline