CastleKeep Investment Advisors’s Dream Finders Homes DFH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-28,496	Closed	-$1.25M	–	99
2024 Q1	$1.25M	Sell	28,496 -9,430	-25%	-$412K	0.9%	17
2023 Q4	$1.35M	Buy	+37,926	New	+$1.35M	0.96%	18