Arax Advisory Partners’s Stoneridge SRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.81K	Buy	541 +115	+27%	+$810	﹤0.01%	2342
2025 Q1	$1.96K	Buy	+426	New	+$1.96K	﹤0.01%	2075
2024 Q4	–	Sell	-23	Closed	-$258	–	2731
2024 Q3	$258	Hold	23	–	–	﹤0.01%	2490
2024 Q2	$368	Buy	+23	New	+$368	﹤0.01%	2374