American Trust’s SAP SAP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Buy	+988	New	+$300K	0.03%	223
2025 Q1	–	Sell	-1,323	Closed	-$326K	–	257
2024 Q4	$326K	Buy	+1,323	New	+$326K	0.02%	219