Caitlin John’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,488	Closed	-$76.6K	–	705
2024 Q4	$76.6K	Buy	1,488 +103	+7%	+$5.3K	0.05%	183
2024 Q3	$71.3K	Buy	+1,385	New	+$71.3K	0.04%	197