Annapolis Financial Services’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-391	Closed	-$187K	–	397
2023 Q4	$187K	Buy	391 +122	+45%	+$58.2K	0.05%	120
2023 Q3	$118K	Hold	269	–	–	0.03%	136
2023 Q2	$108K	Buy	+269	New	+$108K	0.03%	138