Cardinal Point Capital Management’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.55M	Buy	18,157 +1,250	+7%	+$106K	0.12%	82
2025 Q1	$1.2M	Buy	+16,907	New	+$1.2M	0.11%	82