Capital Analysts LLC’s Thomson Reuters TRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15K	Sell	77 -16	-17%	-$3.12K	﹤0.01%	1082
2025 Q1	$16K	Hold	93	–	–	﹤0.01%	1045
2024 Q4	$15K	Sell	93 -16	-15%	-$2.58K	﹤0.01%	999
2024 Q3	$19K	Buy	+109	New	+$19K	﹤0.01%	920