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 loaded; 2024Q4: 21,288 shares; 2025Q1: 21,756 shares; 2025Q2: 23,396 shares; 2025Q3: 22,374 shares; 2025Q4: 22,996 shares 22,996 $7.2M 5.16% +622 Timeline JEPI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150,014 shares; 2025Q1: 101,121 shares; 2025Q2: 119,149 shares; 2025Q3: 119,619 shares; 2025Q4: 119,163 shares 119,163 $6.82M 4.89% -456 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,000 shares; 2025Q1: 18,168 shares; 2025Q2: 18,911 shares; 2025Q3: 18,411 shares; 2025Q4: 18,338 shares 18,338 $5.57M 3.99% -73 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: not loaded; 2024Q4: 75,955 shares; 2025Q1: 61,135 shares; 2025Q2: 61,800 shares; 2025Q3: 61,800 shares; 2025Q4: 123,600 shares 123,600 $5.53M 3.96% +61,800 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 loaded; 2024Q4: 10,660 shares; 2025Q1: 11,000 shares; 2025Q2: 11,423 shares; 2025Q3: 11,307 shares; 2025Q4: 11,406 shares 11,406 $5.47M 3.92% +99 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 loaded; 2024Q4: 33,532 shares; 2025Q1: 30,193 shares; 2025Q2: 27,867 shares; 2025Q3: 26,949 shares; 2025Q4: 27,031 shares 27,031 $5.04M 3.61% +82 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,031 shares; 2025Q1: 6,179 shares; 2025Q2: 5,732 shares; 2025Q3: 5,589 shares; 2025Q4: 5,566 shares 5,566 $4.89M 3.51% -23 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 loaded; 2024Q4: 15,234 shares; 2025Q1: 16,646 shares; 2025Q2: 18,052 shares; 2025Q3: 17,858 shares; 2025Q4: 17,795 shares 17,795 $4.84M 3.47% -63 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,408 shares; 2025Q1: 31,052 shares; 2025Q2: 31,006 shares; 2025Q3: 31,756 shares; 2025Q4: 27,931 shares 27,931 $4.76M 3.41% -3,825 Timeline LQD 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 loaded; 2024Q4: 40,620 shares; 2025Q1: 46,299 shares; 2025Q2: 46,239 shares; 2025Q3: 42,944 shares; 2025Q4: 41,532 shares 41,532 $4.58M 3.28% -1,412 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,592 shares; 2025Q1: 64,453 shares; 2025Q2: 54,660 shares; 2025Q3: 48,768 shares; 2025Q4: 48,739 shares 48,739 $4.47M 3.2% -29 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 loaded; 2024Q4: 41,788 shares; 2025Q1: 39,229 shares; 2025Q2: 39,765 shares; 2025Q3: 40,147 shares; 2025Q4: 39,994 shares 39,994 $4.46M 3.19% -153 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 loaded; 2024Q4: 19,854 shares; 2025Q1: 18,607 shares; 2025Q2: 19,472 shares; 2025Q3: 19,190 shares; 2025Q4: 19,176 shares 19,176 $4.43M 3.17% -14 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 loaded; 2024Q4: 14,690 shares; 2025Q1: 14,618 shares; 2025Q2: 13,543 shares; 2025Q3: 13,269 shares; 2025Q4: 13,218 shares 13,218 $4.26M 3.05% -51 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: not loaded; 2024Q4: not reported; 2025Q1: 1,154 shares; 2025Q2: 10,762 shares; 2025Q3: 5,762 shares; 2025Q4: 5,968 shares 5,968 $4.07M 2.92% +206 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 loaded; 2024Q4: 7,281 shares; 2025Q1: 7,420 shares; 2025Q2: 7,618 shares; 2025Q3: 8,034 shares; 2025Q4: 8,016 shares 8,016 $4.03M 2.89% -18 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,280 shares; 2025Q1: 3,412 shares; 2025Q2: 3,582 shares; 2025Q3: 3,515 shares; 2025Q4: 3,503 shares 3,503 $3.75M 2.69% -12 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,751 shares; 2025Q1: 15,937 shares; 2025Q2: 16,154 shares; 2025Q3: 16,909 shares; 2025Q4: 16,879 shares 16,879 $3.71M 2.66% -30 Timeline JEPQ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 56,500 shares; 2025Q2: 56,500 shares; 2025Q3: 64,758 shares; 2025Q4: 64,849 shares 64,849 $3.62M 2.59% +91 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,662 shares 25,662 $3.59M 2.57% new 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 loaded; 2024Q4: 11,872 shares; 2025Q1: 9,473 shares; 2025Q2: 9,860 shares; 2025Q3: 10,217 shares; 2025Q4: 10,187 shares 10,187 $3.57M 2.56% -30 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,393 shares; 2025Q1: 23,006 shares; 2025Q2: 23,867 shares; 2025Q3: 24,857 shares; 2025Q4: 24,445 shares 24,445 $3.54M 2.54% -412 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,617 shares; 2025Q1: 24,318 shares; 2025Q2: 26,443 shares; 2025Q3: 25,993 shares; 2025Q4: 25,915 shares 25,915 $3.43M 2.46% -78 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,286 shares; 2025Q1: 21,730 shares; 2025Q2: 19,975 shares; 2025Q3: 20,787 shares; 2025Q4: 20,779 shares 20,779 $3.38M 2.42% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,608 shares; 2025Q1: 3,576 shares; 2025Q2: 3,666 shares; 2025Q3: 3,881 shares; 2025Q4: 3,817 shares 3,817 $3.29M 2.36% -64 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 loaded; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 20,704 shares; 2025Q3: 21,580 shares; 2025Q4: 21,920 shares 21,920 $3.21M 2.3% +340 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,421 shares; 2025Q3: 24,446 shares; 2025Q4: 24,446 shares 24,446 $2.77M 1.99% 0 Timeline ISTB 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 loaded; 2024Q4: 47,795 shares; 2025Q1: 55,496 shares; 2025Q2: 58,026 shares; 2025Q3: 54,835 shares; 2025Q4: 54,783 shares 54,783 $2.67M 1.91% -52 Timeline FXI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,137 shares; 2025Q3: 69,695 shares; 2025Q4: 69,477 shares 69,477 $2.66M 1.91% -218 Timeline AGG 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 loaded; 2024Q4: 26,560 shares; 2025Q1: 30,043 shares; 2025Q2: 28,809 shares; 2025Q3: 25,045 shares; 2025Q4: 25,256 shares 25,256 $2.52M 1.81% +211 Timeline SLQD 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 loaded; 2024Q4: 44,884 shares; 2025Q1: 45,976 shares; 2025Q2: 49,526 shares; 2025Q3: 47,057 shares; 2025Q4: 46,954 shares 46,954 $2.38M 1.71% -103 Timeline QFIN QFIN HOLDINGS INC More: the full row for QFIN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,237 shares 123,237 $2.37M 1.7% new Timeline SGOV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,237 shares; 2025Q3: 15,386 shares; 2025Q4: 15,775 shares 15,775 $1.58M 1.13% +389 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,905 shares; 2025Q1: 10,905 shares; 2025Q2: 10,905 shares; 2025Q3: 11,018 shares; 2025Q4: 11,122 shares 11,122 $1.45M 1.04% +104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,532 shares; 2025Q1: 8,418 shares; 2025Q2: 5,076 shares; 2025Q3: 5,041 shares; 2025Q4: 5,051 shares 5,051 $1.11M 0.8% +10 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: not loaded; 2024Q4: not reported; 2025Q1: 9,174 shares; 2025Q2: 11,702 shares; 2025Q3: 11,517 shares; 2025Q4: 22,771 shares 22,771 $972K 0.7% +11,254 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,305 shares; 2025Q1: 4,662 shares; 2025Q2: 6,923 shares; 2025Q3: 6,363 shares; 2025Q4: 6,384 shares 6,384 $699K 0.5% +21 Timeline VANGUARD US TOTAL MKT ETF VANGUARD US TOTAL MKT ETF More: the full row for VANGUARD US TOTAL MKT ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,704 shares; 2025Q4: 6,704 shares 6,704 $611K 0.44% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 763 shares 763 $504K 0.36% new Timeline EFA 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 loaded; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 4,444 shares; 2025Q3: 5,073 shares; 2025Q4: 4,629 shares 4,629 $445K 0.32% -444 Timeline ITOT 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 loaded; 2024Q4: 2,157 shares; 2025Q1: 2,157 shares; 2025Q2: 2,170 shares; 2025Q3: 2,197 shares; 2025Q4: 2,206 shares 2,206 $328K 0.24% +9 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,235 shares; 2025Q1: 3,175 shares; 2025Q2: not reported; 2025Q3: 1,743 shares; 2025Q4: 1,698 shares 1,698 $274K 0.2% -45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,013 shares; 2025Q1: 3,033 shares; 2025Q2: 2,976 shares; 2025Q3: 2,921 shares; 2025Q4: 2,933 shares 2,933 $217K 0.16% +12 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares 1,205 $214K 0.15% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,556 shares 2,556 $134K 0.1% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275 shares 275 $124K 0.09% new Timeline