Charles Schwab’s Sunrise Realty Trust, Inc. Common Stock SUNS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$298K	Hold	28,067	–	–	﹤0.01%	3312
2025 Q1	$311K	Buy	28,067 +12,000	+75%	+$133K	﹤0.01%	3201
2024 Q4	$226K	Hold	16,067	–	–	﹤0.01%	3306
2024 Q3	$231K	Buy	+16,067	New	+$231K	﹤0.01%	3316