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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 234,852 shares; 2024Q2: 235,488 shares; 2024Q3: 257,779 shares; 2024Q4: not reported; 2025Q1: 231,218 shares; 2025Q2: 185,033 shares 185,033 $89.9M 37.95% -46,185 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 54,687 shares; 2024Q3: 21,994 shares; 2024Q4: 39,066 shares; 2025Q1: 546 shares; 2025Q2: 40,237 shares 40,237 $24.9M 10.5% +39,691 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 348,618 shares 348,618 $23.4M 9.89% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,008 shares; 2024Q2: 31,204 shares; 2024Q3: 31,246 shares; 2024Q4: 31,700 shares; 2025Q1: 31,398 shares; 2025Q2: 32,726 shares 32,726 $18.6M 7.85% +1,328 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,617 shares 139,617 $17.9M 7.58% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,235 shares; 2024Q2: 97,903 shares; 2024Q3: 53,301 shares; 2024Q4: 54,507 shares; 2025Q1: 53,771 shares; 2025Q2: 57,377 shares 57,377 $17.4M 7.36% +3,606 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,431 shares 107,431 $14.6M 6.16% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 147,747 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,421 shares 56,421 $9.97M 4.21% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,371 shares; 2025Q2: 146,933 shares 146,933 $7.76M 3.28% +10,562 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,278 shares; 2024Q2: 12,278 shares; 2024Q3: 12,278 shares; 2024Q4: 12,278 shares; 2025Q1: 12,278 shares; 2025Q2: 12,278 shares 12,278 $1.5M 0.63% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 730 shares; 2024Q2: 7,030 shares; 2024Q3: 6,305 shares; 2024Q4: 6,278 shares; 2025Q1: 6,158 shares; 2025Q2: 6,102 shares 6,102 $964K 0.41% -56 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,446 shares; 2024Q2: 4,446 shares; 2024Q3: 4,821 shares; 2024Q4: 4,617 shares; 2025Q1: 4,417 shares; 2025Q2: 4,417 shares 4,417 $906K 0.38% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,032 shares; 2025Q1: 3,295 shares; 2025Q2: 2,786 shares 2,786 $849K 0.36% -509 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,910 shares; 2024Q2: 4,948 shares; 2024Q3: 4,982 shares; 2024Q4: 5,021 shares; 2025Q1: 5,055 shares; 2025Q2: 7,595 shares 7,595 $788K 0.33% +2,540 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,489 shares; 2024Q2: 3,506 shares; 2024Q3: 3,526 shares; 2024Q4: 3,543 shares; 2025Q1: 3,664 shares; 2025Q2: 3,685 shares 3,685 $528K 0.22% +21 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,404 shares; 2024Q2: 2,128 shares; 2024Q3: 2,154 shares; 2024Q4: 2,427 shares; 2025Q1: 2,323 shares; 2025Q2: 2,403 shares 2,403 $527K 0.22% +80 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,108 shares; 2024Q2: 1,769 shares; 2024Q3: 1,770 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 1,772 shares 1,772 $514K 0.22% +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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 612 shares; 2024Q2: 468 shares; 2024Q3: 488 shares; 2024Q4: 538 shares; 2025Q1: 572 shares; 2025Q2: 548 shares 548 $404K 0.17% -24 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,028 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares 800 $398K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,385 shares; 2024Q2: 1,388 shares; 2024Q3: 1,379 shares; 2024Q4: 1,381 shares; 2025Q1: 1,202 shares; 2025Q2: 1,153 shares 1,153 $340K 0.14% -49 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,000 shares; 2024Q2: 20,000 shares; 2024Q3: 17,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 14,000 shares 14,000 $304K 0.13% -1,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares 2,442 $296K 0.13% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 869 shares; 2024Q2: 869 shares; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 940 shares 940 $293K 0.12% +71 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,891 shares; 2024Q2: 52,992 shares; 2024Q3: 3,839 shares; 2024Q4: 3,842 shares; 2025Q1: 3,842 shares; 2025Q2: 3,844 shares 3,844 $283K 0.12% +2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 433 shares; 2024Q2: 355 shares; 2024Q3: 355 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares 357 $278K 0.12% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares 2,500 $248K 0.1% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,459 shares; 2025Q1: 3,379 shares; 2025Q2: 3,382 shares 3,382 $235K 0.1% +3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,234 shares; 2024Q2: 8,234 shares; 2024Q3: 8,234 shares; 2024Q4: 8,234 shares; 2025Q1: 8,234 shares; 2025Q2: 8,234 shares 8,234 $234K 0.1% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,108 shares; 2025Q1: 2,118 shares; 2025Q2: 2,079 shares 2,079 $224K 0.09% -39 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares 316 $224K 0.09% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,745 shares; 2024Q2: 2,756 shares; 2024Q3: 2,762 shares; 2024Q4: 2,767 shares; 2025Q1: 2,773 shares; 2025Q2: 2,780 shares 2,780 $223K 0.09% +7 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 1,454 shares 1,454 $222K 0.09% +168 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,519 shares 7,519 $218K 0.09% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares 1,358 $216K 0.09% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,548 shares; 2025Q1: 2,675 shares; 2025Q2: 2,677 shares 2,677 $212K 0.09% +2 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 641 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 741 shares; 2025Q2: 742 shares 742 $207K 0.09% +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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares 1,500 $204K 0.09% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362 shares 362 $203K 0.09% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,638 shares; 2024Q4: not reported; 2025Q1: 4,680 shares; 2025Q2: 4,695 shares 4,695 $203K 0.09% +15 Timeline OCGN OCUGEN INC More: the full row for OCUGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,050 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,000 shares; 2025Q2: 130,000 shares 130,000 $126K 0.05% +14,000 Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000 $3.99K <0.01% new