Burling Wealth Partners’s Fair Isaac FICO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-113	Closed	-$208K	–	176
2025 Q1	$208K	Sell	113 -2	-2%	-$3.69K	0.04%	160
2024 Q4	$229K	Buy	+115	New	+$229K	0.05%	156