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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,153 shares; 2024Q4: 301,528 shares; 2025Q1: 306,733 shares; 2025Q2: 301,570 shares; 2025Q3: 313,423 shares 313,423 $28.8M 13.8% +11,853 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: 36,661 shares; 2024Q4: 38,015 shares; 2025Q1: 39,941 shares; 2025Q2: 40,111 shares; 2025Q3: 40,973 shares 40,973 $21.2M 10.18% +862 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: 79,938 shares; 2024Q4: 65,337 shares; 2025Q1: 67,389 shares; 2025Q2: 69,214 shares; 2025Q3: 70,651 shares 70,651 $18M 8.63% +1,437 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: 63,590 shares; 2024Q4: 56,924 shares; 2025Q1: 59,532 shares; 2025Q2: 60,804 shares; 2025Q3: 63,715 shares 63,715 $15.5M 7.43% +2,911 Timeline SHV 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: 107,750 shares; 2024Q4: 107,750 shares; 2025Q1: 107,750 shares; 2025Q2: 107,750 shares; 2025Q3: 106,750 shares 106,750 $11.8M 5.66% -1,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,838 shares; 2024Q4: 204,547 shares; 2025Q1: 217,833 shares; 2025Q2: 218,149 shares; 2025Q3: 220,505 shares 220,505 $11.4M 5.46% +2,356 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: 32,884 shares; 2024Q4: 31,023 shares; 2025Q1: 32,794 shares; 2025Q2: 30,752 shares; 2025Q3: 31,074 shares 31,074 $9.8M 4.7% +322 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: 14,056 shares; 2024Q4: 15,422 shares; 2025Q1: 15,930 shares; 2025Q2: 16,411 shares; 2025Q3: 17,277 shares 17,277 $8.69M 4.17% +866 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: 11,811 shares; 2024Q4: 14,971 shares; 2025Q1: 34,289 shares; 2025Q2: 32,412 shares; 2025Q3: 29,795 shares 29,795 $5.56M 2.67% -2,617 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,090 shares; 2024Q4: 78,447 shares; 2025Q1: 81,740 shares; 2025Q2: 54,040 shares; 2025Q3: 38,148 shares 38,148 $5.46M 2.62% -15,892 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 40,397 shares; 2025Q2: 49,283 shares; 2025Q3: 62,967 shares 62,967 $5.33M 2.56% +13,684 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: 17,505 shares; 2024Q4: 18,628 shares; 2025Q1: 20,683 shares; 2025Q2: 22,078 shares; 2025Q3: 22,665 shares 22,665 $4.98M 2.39% +587 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: 9,495 shares; 2024Q4: 9,833 shares; 2025Q1: 10,514 shares; 2025Q2: 10,690 shares; 2025Q3: 10,813 shares 10,813 $4.81M 2.31% +123 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,289 shares; 2024Q4: 55,216 shares; 2025Q1: 57,630 shares; 2025Q2: 58,132 shares; 2025Q3: 61,169 shares 61,169 $3.98M 1.91% +3,037 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: 77,637 shares; 2024Q4: 40,931 shares; 2025Q1: 30,168 shares; 2025Q2: 24,634 shares; 2025Q3: 20,927 shares 20,927 $3.82M 1.83% -3,707 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,668 shares; 2024Q4: 94,519 shares; 2025Q1: 100,561 shares; 2025Q2: 104,274 shares; 2025Q3: 106,496 shares 106,496 $3.57M 1.71% +2,222 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD 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: 206,932 shares; 2025Q2: 207,504 shares; 2025Q3: 212,436 shares 212,436 $3.4M 1.63% +4,932 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 90,334 shares; 2025Q3: 168,070 shares 168,070 $3.26M 1.56% +77,736 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 65,491 shares; 2025Q3: 66,811 shares 66,811 $3.2M 1.54% +1,320 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,622 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,472 shares; 2025Q3: 146,555 shares 146,555 $2.77M 1.33% +85,083 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,837 shares; 2024Q4: 33,857 shares; 2025Q1: 34,641 shares; 2025Q2: 26,887 shares; 2025Q3: 27,719 shares 27,719 $2.72M 1.3% +832 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE 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: 15,259 shares; 2025Q3: 15,763 shares 15,763 $2.69M 1.29% +504 Timeline RH RH More: the full row for RH 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: 12,955 shares; 2025Q3: 13,113 shares 13,113 $2.66M 1.28% +158 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,061 shares; 2024Q4: 24,180 shares; 2025Q1: 15,788 shares; 2025Q2: 15,890 shares; 2025Q3: 14,771 shares 14,771 $2.64M 1.27% -1,119 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,520 shares; 2025Q1: 5,898 shares; 2025Q2: 6,092 shares; 2025Q3: 6,475 shares 6,475 $2.62M 1.26% +383 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 38,710 shares 38,710 $2.6M 1.25% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE 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: 52,896 shares 52,896 $2.5M 1.2% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 17,304 shares; 2025Q1: 19,968 shares; 2025Q2: 20,334 shares; 2025Q3: 22,086 shares 22,086 $2.49M 1.19% +1,752 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED 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: 235,457 shares; 2025Q2: 244,845 shares; 2025Q3: 387,391 shares 387,391 $2.33M 1.12% +142,546 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,548 shares; 2024Q4: 54,282 shares; 2025Q1: 42,451 shares; 2025Q2: 58,721 shares; 2025Q3: 60,447 shares 60,447 $2.26M 1.08% +1,726 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 176,881 shares 176,881 $2.01M 0.97% new Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 57,531 shares; 2025Q2: 32,059 shares; 2025Q3: 33,213 shares 33,213 $1.78M 0.85% +1,154 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 87,579 shares 87,579 $1.41M 0.68% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,499 shares; 2025Q1: not reported; 2025Q2: 68,174 shares; 2025Q3: 86,593 shares 86,593 $1.27M 0.61% +18,419 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,315 shares; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 2,254 shares 2,254 $486K 0.23% +543 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: 472 shares; 2025Q3: 600 shares 600 $360K 0.17% +128 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS 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: 654 shares 654 $321K 0.15% new Timeline