Charis Legacy Partners’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Hold	4,920	–	–	1.66%	13
2025 Q1	$1.09M	Buy	4,920 +825	+20%	+$183K	2.07%	12
2024 Q4	$1.03M	Buy	+4,095	New	+$1.03M	2.09%	12