Annex Advisory Services’s Shopify SHOP Stock Holding History

Annex Advisory Services’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$403K	Buy
2025 Q2	$287K	Buy
2025 Q1	$236K	Sell
2024 Q4	$282K	Buy
2022 Q1	–	Sell
2021 Q4	$240K	Buy