Carson Wealth (CWM LLC)’s a.k.a. Brands AKA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1K	Buy	52 +34	+189%	+$654	﹤0.01%	4954
2025 Q1	$0	Buy	18 +5	+38%	–	﹤0.01%	5027
2024 Q4	$0	Sell	13 -1	-7%	–	﹤0.01%	4879
2024 Q3	$0	Buy	+14	New	–	﹤0.01%	4790