Avantax Advisory Services’s i3 Verticals IIIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$483K	Buy	17,577 +104	+0.6%	+$2.86K	﹤0.01%	1600
2025 Q1	$431K	Buy	17,473 +1,368	+8%	+$33.7K	﹤0.01%	1603
2024 Q4	$371K	Sell	16,105 -1,178	-7%	-$27.1K	﹤0.01%	1642
2024 Q3	$368K	Buy	17,283 +1,077	+7%	+$23K	﹤0.01%	1619
2024 Q2	$358K	Buy	+16,206	New	+$358K	﹤0.01%	1584