BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,371 shares; 2025Q2: 146,933 shares; 2025Q3: 1,072,994 shares; 2025Q4: 1,337,104 shares 1,337,104 $70.6M 20.31% +264,110 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: 234,852 shares; 2024Q2: 235,488 shares; 2024Q3: 257,779 shares; 2024Q4: not reported; 2025Q1: 231,218 shares; 2025Q2: 185,033 shares; 2025Q3: 138,935 shares; 2025Q4: 115,942 shares 115,942 $58.3M 16.78% -22,993 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: not reported; 2024Q2: 54,687 shares; 2024Q3: 21,994 shares; 2024Q4: 39,066 shares; 2025Q1: 546 shares; 2025Q2: 40,237 shares; 2025Q3: 56,507 shares; 2025Q4: 63,811 shares 63,811 $43.5M 12.53% +7,304 Timeline VTI 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: 49,235 shares; 2024Q2: 97,903 shares; 2024Q3: 53,301 shares; 2024Q4: 54,507 shares; 2025Q1: 53,771 shares; 2025Q2: 57,377 shares; 2025Q3: 80,598 shares; 2025Q4: 126,778 shares 126,778 $42.5M 12.24% +46,180 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 348,618 shares; 2025Q3: 352,429 shares; 2025Q4: 412,046 shares 412,046 $30.3M 8.73% +59,617 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,431 shares; 2025Q3: 198,967 shares; 2025Q4: 217,246 shares 217,246 $30.2M 8.7% +18,279 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,617 shares; 2025Q3: 142,622 shares; 2025Q4: 183,744 shares 183,744 $25.9M 7.46% +41,122 Timeline VOO 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: 29,008 shares; 2024Q2: 31,204 shares; 2024Q3: 31,246 shares; 2024Q4: 31,700 shares; 2025Q1: 31,398 shares; 2025Q2: 32,726 shares; 2025Q3: 33,469 shares; 2025Q4: 31,723 shares 31,723 $19.9M 5.73% -1,746 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: 147,747 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,421 shares; 2025Q3: 56,285 shares; 2025Q4: 55,738 shares 55,738 $10.6M 3.06% -547 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: 4,446 shares; 2024Q2: 4,446 shares; 2024Q3: 4,821 shares; 2024Q4: 4,617 shares; 2025Q1: 4,417 shares; 2025Q2: 4,417 shares; 2025Q3: 4,700 shares; 2025Q4: 17,454 shares 17,454 $2.97M 0.85% +12,754 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,278 shares; 2024Q2: 12,278 shares; 2024Q3: 12,278 shares; 2024Q4: 12,278 shares; 2025Q1: 12,278 shares; 2025Q2: 12,278 shares; 2025Q3: 12,278 shares; 2025Q4: 12,278 shares 12,278 $1.46M 0.42% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,032 shares; 2025Q1: 3,295 shares; 2025Q2: 2,786 shares; 2025Q3: 3,969 shares; 2025Q4: 2,957 shares 2,957 $1.17M 0.34% -1,012 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: 730 shares; 2024Q2: 7,030 shares; 2024Q3: 6,305 shares; 2024Q4: 6,278 shares; 2025Q1: 6,158 shares; 2025Q2: 6,102 shares; 2025Q3: 5,839 shares; 2025Q4: 5,482 shares 5,482 $1.02M 0.29% -357 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,910 shares; 2024Q2: 4,948 shares; 2024Q3: 4,982 shares; 2024Q4: 5,021 shares; 2025Q1: 5,055 shares; 2025Q2: 7,595 shares; 2025Q3: 7,630 shares; 2025Q4: 7,664 shares 7,664 $884K 0.25% +34 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,489 shares; 2024Q2: 3,506 shares; 2024Q3: 3,526 shares; 2024Q4: 3,543 shares; 2025Q1: 3,664 shares; 2025Q2: 3,685 shares; 2025Q3: 3,796 shares; 2025Q4: 3,816 shares 3,816 $582K 0.17% +20 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: 2,108 shares; 2024Q2: 1,769 shares; 2024Q3: 1,770 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 1,772 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares 1,777 $573K 0.16% 0 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: 2,404 shares; 2024Q2: 2,128 shares; 2024Q3: 2,154 shares; 2024Q4: 2,427 shares; 2025Q1: 2,323 shares; 2025Q2: 2,403 shares; 2025Q3: 2,598 shares; 2025Q4: 2,426 shares 2,426 $560K 0.16% -172 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: 1,028 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 936 shares; 2025Q4: 987 shares 987 $477K 0.14% +51 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: 433 shares; 2024Q2: 355 shares; 2024Q3: 355 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 362 shares; 2025Q4: 366 shares 366 $393K 0.11% +4 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,385 shares; 2024Q2: 1,388 shares; 2024Q3: 1,379 shares; 2024Q4: 1,381 shares; 2025Q1: 1,202 shares; 2025Q2: 1,153 shares; 2025Q3: 1,154 shares; 2025Q4: 1,155 shares 1,155 $342K 0.1% +1 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; 2024Q1: 612 shares; 2024Q2: 468 shares; 2024Q3: 488 shares; 2024Q4: 538 shares; 2025Q1: 572 shares; 2025Q2: 548 shares; 2025Q3: 561 shares; 2025Q4: 478 shares 478 $316K 0.09% -83 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,442 shares; 2025Q4: 2,442 shares 2,442 $309K 0.09% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 1,454 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares 1,454 $301K 0.09% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 869 shares; 2024Q2: 869 shares; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 940 shares; 2025Q3: 869 shares; 2025Q4: 869 shares 869 $287K 0.08% 0 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: 57,891 shares; 2024Q2: 52,992 shares; 2024Q3: 3,839 shares; 2024Q4: 3,842 shares; 2025Q1: 3,842 shares; 2025Q2: 3,844 shares; 2025Q3: 3,846 shares; 2025Q4: 3,848 shares 3,848 $285K 0.08% +2 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,548 shares; 2025Q1: 2,675 shares; 2025Q2: 2,677 shares; 2025Q3: 2,689 shares; 2025Q4: 2,691 shares 2,691 $283K 0.08% +2 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,000 shares; 2024Q2: 20,000 shares; 2024Q3: 17,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 12,000 shares 12,000 $280K 0.08% -2,000 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares 316 $278K 0.08% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,459 shares; 2025Q1: 3,379 shares; 2025Q2: 3,382 shares; 2025Q3: 3,392 shares; 2025Q4: 3,394 shares 3,394 $261K 0.08% +2 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 729 shares 729 $252K 0.07% +56 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,108 shares; 2025Q1: 2,118 shares; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares; 2025Q4: 2,079 shares 2,079 $250K 0.07% 0 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: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $250K 0.07% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 641 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 741 shares; 2025Q2: 742 shares; 2025Q3: 744 shares; 2025Q4: 745 shares 745 $244K 0.07% +1 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,465 shares; 2025Q4: 1,360 shares 1,360 $242K 0.07% -105 Timeline VUG 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: 460 shares 460 $224K 0.06% -6 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 774 shares 774 $221K 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares 362 $207K 0.06% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,485 shares; 2025Q4: 3,488 shares 3,488 $204K 0.06% +3 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 525 shares 525 $203K 0.06% new Timeline OCGN OCUGEN INC More: the full row for OCUGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,050 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,000 shares; 2025Q2: 130,000 shares; 2025Q3: 140,000 shares; 2025Q4: 100,000 shares 100,000 $135K 0.04% -40,000 Timeline