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: 334,870 shares; 2024Q4: 334,870 shares; 2025Q1: 858 shares; 2025Q2: 335,771 shares; 2025Q3: 335,766 shares; 2025Q4: 335,768 shares 335,768 $222M 8.28% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,006 shares; 2024Q4: 602,006 shares; 2025Q1: not reported; 2025Q2: 602,006 shares; 2025Q3: 602,006 shares; 2025Q4: 602,006 shares 602,006 $217M 8.1% 0 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: not reported; 2025Q1: 828 shares; 2025Q2: 1,198,634 shares; 2025Q3: 1,198,634 shares; 2025Q4: 1,198,634 shares 1,198,634 $213M 7.96% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160,502 shares; 2024Q4: 2,160,502 shares; 2025Q1: not reported; 2025Q2: 2,160,502 shares; 2025Q3: 2,160,502 shares; 2025Q4: 4,321,004 shares 4,321,004 $193M 7.22% +2,160,502 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,622 shares; 2024Q4: 263,622 shares; 2025Q1: not reported; 2025Q2: 263,622 shares; 2025Q3: 263,622 shares; 2025Q4: 263,622 shares 263,622 $162M 6.05% 0 Timeline VTV 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: 756,686 shares; 2024Q4: 756,686 shares; 2025Q1: not reported; 2025Q2: 756,686 shares; 2025Q3: 756,686 shares; 2025Q4: 756,686 shares 756,686 $145M 5.4% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,000 shares; 2024Q4: 210,000 shares; 2025Q1: not reported; 2025Q2: 210,000 shares; 2025Q3: 210,000 shares; 2025Q4: 210,000 shares 210,000 $144M 5.37% 0 Timeline XLU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549,733 shares; 2024Q4: 1,549,733 shares; 2025Q1: not reported; 2025Q2: 1,549,733 shares; 2025Q3: 1,549,733 shares; 2025Q4: 3,099,466 shares 3,099,466 $132M 4.94% +1,549,733 Timeline XLK 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425,881 shares; 2025Q3: 425,881 shares; 2025Q4: 851,762 shares 851,762 $123M 4.58% +425,881 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 438 shares; 2025Q2: 409,006 shares; 2025Q3: 409,008 shares; 2025Q4: 409,010 shares 409,010 $117M 4.36% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,717,269 shares; 2025Q3: 1,717,269 shares; 2025Q4: 1,717,269 shares 1,717,269 $94.1M 3.51% 0 Timeline XLP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 963,581 shares; 2025Q3: 963,581 shares; 2025Q4: 963,581 shares 963,581 $74.9M 2.8% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 580 shares; 2025Q2: 539,423 shares; 2025Q3: 539,426 shares; 2025Q4: 539,428 shares 539,428 $51.4M 1.92% +2 Timeline KO COCA COLA CO More: the full row for COCA COLA 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: 1,610 shares; 2025Q2: 710,055 shares; 2025Q3: 710,061 shares; 2025Q4: 710,064 shares 710,064 $49.6M 1.85% +3 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD 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: 334,566 shares; 2025Q3: 334,566 shares; 2025Q4: 334,566 shares 334,566 $49M 1.83% 0 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: 168 shares; 2025Q2: 51,821 shares; 2025Q3: 51,821 shares; 2025Q4: 518,208 shares 518,208 $48.6M 1.82% +466,387 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L 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: 1,438,187 shares; 2025Q3: 1,438,187 shares; 2025Q4: 1,438,187 shares 1,438,187 $46.1M 1.72% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES 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: 639 shares; 2025Q2: 201,310 shares; 2025Q3: 201,311 shares; 2025Q4: 201,313 shares 201,313 $43.1M 1.61% +2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 932,000 shares; 2025Q3: 621,400 shares; 2025Q4: 621,400 shares 621,400 $40M 1.5% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM 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: 437 shares; 2025Q2: 226,265 shares; 2025Q3: 226,256 shares; 2025Q4: 226,254 shares 226,254 $38.7M 1.45% -2 Timeline IWD 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: 178,016 shares; 2025Q3: 178,016 shares; 2025Q4: 178,016 shares 178,016 $37.4M 1.4% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 14 shares; 2025Q2: 89,733 shares; 2025Q3: 89,733 shares; 2025Q4: 89,733 shares 89,733 $37.4M 1.4% 0 Timeline MCHI 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: 600,000 shares; 2025Q3: 600,000 shares; 2025Q4: 600,000 shares 600,000 $36M 1.35% 0 Timeline T AT&T INC More: the full row for AT&T 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: 2,823 shares; 2025Q2: 1,369,782 shares; 2025Q3: 1,369,799 shares; 2025Q4: 1,369,787 shares 1,369,787 $34M 1.27% -12 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 256 shares; 2025Q2: not reported; 2025Q3: 371,486 shares; 2025Q4: 371,486 shares 371,486 $29.5M 1.1% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS 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: 282 shares; 2025Q2: 95,294 shares; 2025Q3: 95,295 shares; 2025Q4: 95,295 shares 95,295 $29.1M 1.09% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 46 shares; 2025Q2: 200,840 shares; 2025Q3: 200,840 shares; 2025Q4: 200,840 shares 200,840 $28.5M 1.06% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO 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: 995 shares; 2025Q2: 268,432 shares; 2025Q3: 268,433 shares; 2025Q4: 268,430 shares 268,430 $28.5M 1.06% -3 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 947 shares; 2025Q2: 135,016 shares; 2025Q3: 135,018 shares; 2025Q4: 135,021 shares 135,021 $27.9M 1.04% +3 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 97,358 shares; 2025Q3: 97,356 shares; 2025Q4: 97,356 shares 97,356 $26.8M 1% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER 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: 184 shares; 2025Q2: 147,673 shares; 2025Q3: 147,673 shares; 2025Q4: 147,674 shares 147,674 $26.2M 0.98% +1 Timeline CPAY CORPAY INC More: the full row for CORPAY 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: 26 shares; 2025Q2: 75,961 shares; 2025Q3: 75,962 shares; 2025Q4: 75,962 shares 75,962 $22.9M 0.85% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 345,158 shares; 2025Q3: 345,159 shares; 2025Q4: 345,159 shares 345,159 $20.7M 0.77% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 495 shares; 2025Q2: 235,524 shares; 2025Q3: 235,527 shares; 2025Q4: 235,530 shares 235,530 $18.7M 0.7% +3 Timeline FISV FISERV INC More: the full row for FISERV 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: 224 shares; 2025Q2: 251,422 shares; 2025Q3: 251,421 shares; 2025Q4: 251,417 shares 251,417 $16.9M 0.63% -4 Timeline PFE PFIZER INC More: the full row for PFIZER 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: 2,230 shares; 2025Q2: 581,049 shares; 2025Q3: 581,063 shares; 2025Q4: 581,068 shares 581,068 $14.5M 0.54% +5 Timeline AAXJ 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: 144,151 shares; 2025Q3: 144,151 shares; 2025Q4: 144,151 shares 144,151 $13.4M 0.5% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 79 shares; 2025Q2: 184,373 shares; 2025Q3: 184,373 shares; 2025Q4: 184,373 shares 184,373 $12.6M 0.47% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE 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: 527,357 shares; 2025Q3: 527,357 shares; 2025Q4: 527,357 shares 527,357 $3.25M 0.12% 0 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: 9,636 shares; 2025Q2: 10,038 shares; 2025Q3: 10,071 shares; 2025Q4: 10,052 shares 10,052 $1.87M 0.07% -19 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: not reported; 2024Q4: not reported; 2025Q1: 5,917 shares; 2025Q2: 6,180 shares; 2025Q3: 6,165 shares; 2025Q4: 6,139 shares 6,139 $1.67M 0.06% -26 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: not reported; 2024Q4: not reported; 2025Q1: 2,779 shares; 2025Q2: 2,905 shares; 2025Q3: 2,914 shares; 2025Q4: 2,921 shares 2,921 $1.41M 0.05% +7 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: not reported; 2024Q4: not reported; 2025Q1: 3,724 shares; 2025Q2: 3,929 shares; 2025Q3: 3,944 shares; 2025Q4: 3,970 shares 3,970 $916K 0.03% +26 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: not reported; 2024Q4: not reported; 2025Q1: 2,299 shares; 2025Q2: 2,400 shares; 2025Q3: 2,402 shares; 2025Q4: 2,406 shares 2,406 $753K 0.03% +4 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: not reported; 2024Q4: not reported; 2025Q1: 1,752 shares; 2025Q2: 1,838 shares; 2025Q3: 1,844 shares; 2025Q4: 1,856 shares 1,856 $642K 0.02% +12 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: not reported; 2024Q4: not reported; 2025Q1: 1,960 shares; 2025Q2: 2,035 shares; 2025Q3: 2,028 shares; 2025Q4: 2,021 shares 2,021 $634K 0.02% -7 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: 1,137 shares; 2025Q2: 1,191 shares; 2025Q3: 1,197 shares; 2025Q4: 1,169 shares 1,169 $526K 0.02% -28 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: 1,108 shares; 2025Q2: 1,150 shares; 2025Q3: 1,147 shares; 2025Q4: 1,137 shares 1,137 $366K 0.01% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 318 shares; 2025Q2: 331 shares; 2025Q3: 333 shares; 2025Q4: 333 shares 333 $358K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 524 shares; 2025Q2: 551 shares; 2025Q3: 559 shares; 2025Q4: 570 shares 570 $287K 0.01% +11 Timeline V VISA INC More: the full row for VISA 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: 680 shares; 2025Q2: 709 shares; 2025Q3: 706 shares; 2025Q4: 703 shares 703 $247K 0.01% -3 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: not reported; 2025Q3: 373 shares; 2025Q4: 382 shares 382 $222K 0.01% +9 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: not reported; 2025Q3: 1,779 shares; 2025Q4: 1,763 shares 1,763 $212K 0.01% -16 Timeline WMT WALMART INC More: the full row for WALMART 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: 1,739 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,814 shares 1,814 $202K 0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: not reported; 2025Q3: 353 shares; 2025Q4: 353 shares 353 $202K 0.01% 0 Timeline