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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 234,852 shares; 2024Q2: 235,488 shares; 2024Q3: 257,779 shares; 2024Q4: not reported; 2025Q1: 231,218 shares 231,218 $123M 71.35% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,008 shares; 2024Q2: 31,204 shares; 2024Q3: 31,246 shares; 2024Q4: 31,700 shares; 2025Q1: 31,398 shares 31,398 $16.1M 9.35% -302 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,235 shares; 2024Q2: 97,903 shares; 2024Q3: 53,301 shares; 2024Q4: 54,507 shares; 2025Q1: 53,771 shares 53,771 $14.8M 8.56% -736 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,371 shares 136,371 $7.14M 4.14% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,278 shares; 2024Q2: 12,278 shares; 2024Q3: 12,278 shares; 2024Q4: 12,278 shares; 2025Q1: 12,278 shares 12,278 $1.44M 0.84% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,446 shares; 2024Q2: 4,446 shares; 2024Q3: 4,821 shares; 2024Q4: 4,617 shares; 2025Q1: 4,417 shares 4,417 $981K 0.57% -200 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,032 shares; 2025Q1: 3,295 shares 3,295 $950K 0.55% +1,263 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 730 shares; 2024Q2: 7,030 shares; 2024Q3: 6,305 shares; 2024Q4: 6,278 shares; 2025Q1: 6,158 shares 6,158 $667K 0.39% -120 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,489 shares; 2024Q2: 3,506 shares; 2024Q3: 3,526 shares; 2024Q4: 3,543 shares; 2025Q1: 3,664 shares 3,664 $613K 0.36% +121 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,910 shares; 2024Q2: 4,948 shares; 2024Q3: 4,982 shares; 2024Q4: 5,021 shares; 2025Q1: 5,055 shares 5,055 $552K 0.32% +34 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 869 shares; 2024Q2: 869 shares; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares 869 $455K 0.26% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,404 shares; 2024Q2: 2,128 shares; 2024Q3: 2,154 shares; 2024Q4: 2,427 shares; 2025Q1: 2,323 shares 2,323 $442K 0.26% -104 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,108 shares; 2024Q2: 1,769 shares; 2024Q3: 1,770 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares 1,771 $435K 0.25% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,000 shares; 2024Q2: 20,000 shares; 2024Q3: 17,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares 15,000 $364K 0.21% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 612 shares; 2024Q2: 468 shares; 2024Q3: 488 shares; 2024Q4: 538 shares; 2025Q1: 572 shares 572 $330K 0.19% +34 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 54,687 shares; 2024Q3: 21,994 shares; 2024Q4: 39,066 shares; 2025Q1: 546 shares 546 $306K 0.18% -38,520 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,028 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares 800 $300K 0.17% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,385 shares; 2024Q2: 1,388 shares; 2024Q3: 1,379 shares; 2024Q4: 1,381 shares; 2025Q1: 1,202 shares 1,202 $299K 0.17% -179 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 433 shares; 2024Q2: 355 shares; 2024Q3: 355 shares; 2024Q4: 357 shares; 2025Q1: 357 shares 357 $295K 0.17% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,891 shares; 2024Q2: 52,992 shares; 2024Q3: 3,839 shares; 2024Q4: 3,842 shares; 2025Q1: 3,842 shares 3,842 $282K 0.16% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares 2,442 $278K 0.16% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,745 shares; 2024Q2: 2,756 shares; 2024Q3: 2,762 shares; 2024Q4: 2,767 shares; 2025Q1: 2,773 shares 2,773 $271K 0.16% +6 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,108 shares; 2025Q1: 2,118 shares 2,118 $252K 0.15% +10 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares 2,500 $247K 0.14% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,548 shares; 2025Q1: 2,675 shares 2,675 $240K 0.14% +127 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,358 shares 1,358 $231K 0.13% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 641 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 741 shares 741 $231K 0.13% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,286 shares 1,286 $213K 0.12% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,638 shares; 2024Q4: not reported; 2025Q1: 4,680 shares 4,680 $212K 0.12% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,459 shares; 2025Q1: 3,379 shares 3,379 $209K 0.12% -80 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,234 shares; 2024Q2: 8,234 shares; 2024Q3: 8,234 shares; 2024Q4: 8,234 shares; 2025Q1: 8,234 shares 8,234 $206K 0.12% 0 Timeline OCGN OCUGEN INC More: the full row for OCUGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,050 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,000 shares 116,000 $81.9K 0.05% new Timeline