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; 2024Q2: restricted; 2024Q3: 256,153 shares; 2024Q4: 301,528 shares; 2025Q1: 306,733 shares; 2025Q2: 301,570 shares; 2025Q3: 313,423 shares; 2025Q4: 317,197 shares; 2026Q1: 327,761 shares 327,761 $30M 14.68% +10,564 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: 63,590 shares; 2024Q4: 56,924 shares; 2025Q1: 59,532 shares; 2025Q2: 60,804 shares; 2025Q3: 63,715 shares; 2025Q4: 66,760 shares; 2026Q1: 68,901 shares 68,901 $19.8M 9.68% +2,141 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: 79,938 shares; 2024Q4: 65,337 shares; 2025Q1: 67,389 shares; 2025Q2: 69,214 shares; 2025Q3: 70,651 shares; 2025Q4: 72,503 shares; 2026Q1: 76,039 shares 76,039 $19.3M 9.43% +3,536 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: 36,661 shares; 2024Q4: 38,015 shares; 2025Q1: 39,941 shares; 2025Q2: 40,111 shares; 2025Q3: 40,973 shares; 2025Q4: 42,501 shares; 2026Q1: 47,154 shares 47,154 $17.5M 8.53% +4,653 Timeline SHV 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: 107,750 shares; 2024Q4: 107,750 shares; 2025Q1: 107,750 shares; 2025Q2: 107,750 shares; 2025Q3: 106,750 shares; 2025Q4: 106,750 shares; 2026Q1: 110,250 shares 110,250 $12.2M 5.95% +3,500 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: 207,838 shares; 2024Q4: 204,547 shares; 2025Q1: 217,833 shares; 2025Q2: 218,149 shares; 2025Q3: 220,505 shares; 2025Q4: 223,750 shares; 2026Q1: 228,448 shares 228,448 $11.1M 5.44% +4,698 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: 32,884 shares; 2024Q4: 31,023 shares; 2025Q1: 32,794 shares; 2025Q2: 30,752 shares; 2025Q3: 31,074 shares; 2025Q4: 31,989 shares; 2026Q1: 32,823 shares 32,823 $9.66M 4.72% +834 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; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 15,422 shares; 2025Q1: 15,930 shares; 2025Q2: 16,411 shares; 2025Q3: 17,277 shares; 2025Q4: 17,789 shares; 2026Q1: 19,765 shares 19,765 $9.47M 4.63% +1,976 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: 17,505 shares; 2024Q4: 18,628 shares; 2025Q1: 20,683 shares; 2025Q2: 22,078 shares; 2025Q3: 22,665 shares; 2025Q4: 23,513 shares; 2026Q1: 25,836 shares 25,836 $5.38M 2.63% +2,323 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: 11,811 shares; 2024Q4: 14,971 shares; 2025Q1: 34,289 shares; 2025Q2: 32,412 shares; 2025Q3: 29,795 shares; 2025Q4: 26,894 shares; 2026Q1: 27,189 shares 27,189 $4.74M 2.32% +295 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; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 17,304 shares; 2025Q1: 19,968 shares; 2025Q2: 20,334 shares; 2025Q3: 22,086 shares; 2025Q4: 25,169 shares; 2026Q1: 25,851 shares 25,851 $4.39M 2.14% +682 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,397 shares; 2025Q2: 49,283 shares; 2025Q3: 62,967 shares; 2025Q4: 37,426 shares; 2026Q1: 32,258 shares 32,258 $4.37M 2.14% -5,168 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,495 shares; 2024Q4: 9,833 shares; 2025Q1: 10,514 shares; 2025Q2: 10,690 shares; 2025Q3: 10,813 shares; 2025Q4: 11,023 shares; 2026Q1: 11,544 shares 11,544 $4.29M 2.1% +521 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,491 shares; 2025Q3: 66,811 shares; 2025Q4: 61,446 shares; 2026Q1: 63,675 shares 63,675 $4.09M 2% +2,229 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: 77,637 shares; 2024Q4: 40,931 shares; 2025Q1: 30,168 shares; 2025Q2: 24,634 shares; 2025Q3: 20,927 shares; 2025Q4: 21,319 shares; 2026Q1: 22,627 shares 22,627 $3.31M 1.62% +1,308 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,932 shares; 2025Q2: 207,504 shares; 2025Q3: 212,436 shares; 2025Q4: 216,160 shares; 2026Q1: 222,192 shares 222,192 $3.19M 1.56% +6,032 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,140 shares; 2025Q3: not reported; 2025Q4: 29,770 shares; 2026Q1: 30,829 shares 30,829 $3.03M 1.48% +1,059 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; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,520 shares; 2025Q1: 5,898 shares; 2025Q2: 6,092 shares; 2025Q3: 6,475 shares; 2025Q4: not reported; 2026Q1: 8,430 shares 8,430 $2.77M 1.35% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,854 shares 24,854 $2.77M 1.35% new 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; 2024Q2: restricted; 2024Q3: 54,289 shares; 2024Q4: 55,216 shares; 2025Q1: 57,630 shares; 2025Q2: 58,132 shares; 2025Q3: 61,169 shares; 2025Q4: 64,758 shares; 2026Q1: 71,471 shares 71,471 $2.75M 1.34% +6,713 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; 2024Q2: restricted; 2024Q3: 46,090 shares; 2024Q4: 78,447 shares; 2025Q1: 81,740 shares; 2025Q2: 54,040 shares; 2025Q3: 38,148 shares; 2025Q4: 36,411 shares; 2026Q1: 38,196 shares 38,196 $2.65M 1.29% +1,785 Timeline TLT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,896 shares 29,896 $2.59M 1.27% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,334 shares; 2025Q3: 168,070 shares; 2025Q4: 173,326 shares; 2026Q1: 178,801 shares 178,801 $2.55M 1.24% +5,475 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 reported; 2024Q4: 8,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,116 shares 10,116 $2.51M 1.23% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,315 shares; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 2,254 shares; 2025Q4: not reported; 2026Q1: 12,453 shares 12,453 $2.48M 1.21% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,668 shares; 2024Q4: 94,519 shares; 2025Q1: 100,561 shares; 2025Q2: 104,274 shares; 2025Q3: 106,496 shares; 2025Q4: 70,147 shares; 2026Q1: 55,984 shares 55,984 $2.47M 1.21% -14,163 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,499 shares; 2025Q1: not reported; 2025Q2: 68,174 shares; 2025Q3: 86,593 shares; 2025Q4: 91,957 shares; 2026Q1: 157,043 shares 157,043 $2.36M 1.15% +65,086 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,579 shares; 2025Q4: 96,432 shares; 2026Q1: 252,951 shares 252,951 $2.09M 1.02% +156,519 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; 2024Q2: restricted; 2024Q3: 23,061 shares; 2024Q4: 24,180 shares; 2025Q1: 15,788 shares; 2025Q2: 15,890 shares; 2025Q3: 14,771 shares; 2025Q4: 14,155 shares; 2026Q1: 14,155 shares 14,155 $2.07M 1.01% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,955 shares; 2025Q3: 13,113 shares; 2025Q4: 13,809 shares; 2026Q1: 14,300 shares 14,300 $2M 0.98% +491 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,531 shares; 2025Q2: 32,059 shares; 2025Q3: 33,213 shares; 2025Q4: 33,930 shares; 2026Q1: 31,438 shares 31,438 $1.97M 0.96% -2,492 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 235,457 shares; 2025Q2: 244,845 shares; 2025Q3: 387,391 shares; 2025Q4: 403,766 shares; 2026Q1: 442,914 shares 442,914 $1.62M 0.79% +39,148 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: 25,837 shares; 2024Q4: 33,857 shares; 2025Q1: 34,641 shares; 2025Q2: 26,887 shares; 2025Q3: 27,719 shares; 2025Q4: 17,325 shares; 2026Q1: 19,684 shares 19,684 $1.42M 0.69% +2,359 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,946 shares; 2026Q1: 65,723 shares 65,723 $1.38M 0.68% +6,777 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 651 shares 651 $376K 0.18% new Timeline