TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047,752 shares; 2024Q4: 1,074,442 shares; 2025Q1: 1,098,155 shares; 2025Q2: 1,653,432 shares; 2025Q3: 1,557,991 shares 1,557,991 $59.2M 17.16% -95,441 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,831 shares; 2024Q4: 513,581 shares; 2025Q1: 320,290 shares; 2025Q2: 380,651 shares; 2025Q3: 411,714 shares 411,714 $46.6M 13.5% +31,063 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,803 shares; 2025Q3: 62,413 shares 62,413 $37.8M 10.96% +9,610 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 545,875 shares; 2025Q3: 1,304,603 shares 1,304,603 $33M 9.56% +758,728 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,677 shares; 2024Q4: 117,238 shares; 2025Q1: 117,273 shares; 2025Q2: 110,340 shares; 2025Q3: 110,715 shares 110,715 $28.5M 8.25% +375 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,567 shares; 2024Q4: 162,012 shares; 2025Q1: 126,722 shares; 2025Q2: 92,457 shares; 2025Q3: 101,504 shares 101,504 $18.4M 5.35% +9,047 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,339 shares; 2024Q4: 19,204 shares; 2025Q1: 18,386 shares; 2025Q2: 18,578 shares; 2025Q3: 19,233 shares 19,233 $14M 4.05% +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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,048 shares; 2024Q4: 23,296 shares; 2025Q1: 23,273 shares; 2025Q2: 23,434 shares; 2025Q3: 25,396 shares 25,396 $13.1M 3.8% +1,962 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,999 shares 165,999 $10.7M 3.1% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,319 shares; 2024Q4: 60,649 shares; 2025Q1: 25,521 shares; 2025Q2: 25,735 shares; 2025Q3: 30,589 shares 30,589 $10.3M 3% +4,854 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,846 shares; 2024Q4: 23,798 shares; 2025Q1: 23,698 shares; 2025Q2: 23,647 shares; 2025Q3: 22,777 shares 22,777 $9.93M 2.88% -870 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,312 shares; 2024Q4: 18,029 shares; 2025Q1: 17,988 shares; 2025Q2: 33,769 shares; 2025Q3: 33,688 shares 33,688 $7.49M 2.17% -81 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,448 shares; 2024Q4: 2,021 shares; 2025Q1: 2,017 shares; 2025Q2: 42,058 shares; 2025Q3: 43,139 shares 43,139 $7.32M 2.12% +1,081 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,493 shares; 2024Q4: 536,118 shares; 2025Q1: 432,220 shares; 2025Q2: 65,371 shares; 2025Q3: 62,867 shares 62,867 $6.32M 1.83% -2,504 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,766 shares; 2025Q1: 18,667 shares; 2025Q2: 18,685 shares; 2025Q3: 20,280 shares 20,280 $6.24M 1.81% +1,595 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,354 shares; 2025Q1: 2,358 shares; 2025Q2: 12,193 shares; 2025Q3: 16,805 shares 16,805 $4.85M 1.41% +4,612 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,500 shares 32,500 $4.27M 1.24% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,464 shares; 2024Q4: 7,987 shares; 2025Q1: 8,982 shares; 2025Q2: 9,014 shares; 2025Q3: 8,109 shares 8,109 $4.02M 1.17% -905 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,729 shares; 2025Q3: 21,473 shares 21,473 $4.02M 1.16% +1,744 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,092 shares; 2024Q4: 291,092 shares; 2025Q1: 274,200 shares; 2025Q2: 274,200 shares; 2025Q3: 270,328 shares 270,328 $3.15M 0.91% -3,872 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,719 shares; 2024Q4: 72,808 shares; 2025Q1: 79,061 shares; 2025Q2: 81,026 shares; 2025Q3: 84,431 shares 84,431 $2.38M 0.69% +3,405 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 10,286 shares; 2025Q1: 10,286 shares; 2025Q2: 10,286 shares; 2025Q3: 10,198 shares 10,198 $2.28M 0.66% -88 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,716 shares; 2025Q1: 2,716 shares; 2025Q2: 2,716 shares; 2025Q3: 2,716 shares 2,716 $2.06M 0.6% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,344 shares; 2024Q4: 11,344 shares; 2025Q1: 11,344 shares; 2025Q2: 11,344 shares; 2025Q3: 11,344 shares 11,344 $1.08M 0.31% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 848 shares; 2025Q1: 939 shares; 2025Q2: 1,043 shares; 2025Q3: 1,366 shares 1,366 $914K 0.27% +323 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 6,215 shares; 2025Q1: 6,492 shares; 2025Q2: 6,636 shares; 2025Q3: 7,085 shares 7,085 $690K 0.2% +449 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: 4,507 shares; 2025Q2: 6,931 shares; 2025Q3: 593 shares 593 $675K 0.2% -6,338 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,542 shares; 2025Q1: 2,544 shares; 2025Q2: 2,546 shares; 2025Q3: 2,547 shares 2,547 $628K 0.18% +1 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,756 shares; 2024Q4: 7,732 shares; 2025Q1: 6,429 shares; 2025Q2: 6,429 shares; 2025Q3: 6,429 shares 6,429 $621K 0.18% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,290 shares; 2024Q4: 57,399 shares; 2025Q1: 58,314 shares; 2025Q2: 3,459 shares; 2025Q3: 3,275 shares 3,275 $606K 0.18% -184 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,592 shares; 2025Q2: 6,681 shares; 2025Q3: 5,870 shares 5,870 $502K 0.15% -811 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,050 shares 9,050 $407K 0.12% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,704 shares; 2024Q4: 17,213 shares; 2025Q1: 30,671 shares; 2025Q2: 1,781 shares; 2025Q3: 1,596 shares 1,596 $392K 0.11% -185 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 3,631 shares; 2025Q1: 3,661 shares; 2025Q2: 3,677 shares; 2025Q3: 3,691 shares 3,691 $289K 0.08% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 739 shares 739 $262K 0.08% -25 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,420 shares 6,420 $251K 0.07% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 501 shares; 2025Q1: not reported; 2025Q2: 502 shares; 2025Q3: 503 shares 503 $237K 0.07% +1 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,129 shares; 2025Q3: 2,266 shares 2,266 $231K 0.07% +137 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $230K 0.07% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 720 shares 720 $223K 0.06% +2 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 1,261 shares; 2025Q1: 1,317 shares; 2025Q2: 1,464 shares; 2025Q3: 622 shares 622 $215K 0.06% -842 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,247 shares 4,247 $211K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349 shares 349 $202K 0.06% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $79K 0.02% new Timeline SPWR SUNPOWER INC More: the full row for SUNPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,633 shares; 2025Q1: 30,133 shares; 2025Q2: 30,133 shares; 2025Q3: 30,133 shares 30,133 $58.8K 0.02% 0 Timeline