AFG Fiduciary Services’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,693	Closed	-$272K	–	77
2024 Q3	$272K	Sell	2,693 -1,025	-28%	-$115K	0.18%	57
2024 Q2	$389K	Sell	3,718 -350	-9%	-$40.8K	0.27%	49
2024 Q1	$496K	Hold	4,068	–	–	0.37%	43
2023 Q4	$472K	Sell	4,068 -3,785	-48%	-$401K	0.38%	48
2023 Q3	$972K	Buy	7,853 +1,088	+16%	+$155K	0.86%	22
2023 Q2	$1.2M	Sell	6,765 -188	-3%	-$33.6K	0.91%	22
2023 Q1	$1.46M	Buy	6,953 +792	+13%	+$172K	1.35%	17
2022 Q4	$1.63M	Sell	6,161 -2,127	-26%	-$619K	1.54%	17
2022 Q3	$1.86M	Buy	8,288 +1,287	+18%	+$347K	1.75%	14
2022 Q2	$1.37M	Buy	7,001 +1,620	+30%	+$293K	1.19%	23
2022 Q1	$1.09M	Buy	5,381 +822	+18%	+$129K	0.76%	33
2021 Q4	$834K	Buy	+4,559	New	+$951K	0.59%	33