Cherry Tree Wealth Management’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$843K	Sell	17,343 -1,990	-10%	-$97.6K	0.18%	74
2025 Q4	$950K	Sell	19,333 -428	-2%	-$21.1K	0.2%	76
2025 Q3	$973K	Sell	19,761 -326	-2%	-$15.9K	0.21%	72
2025 Q2	$980K	Sell	20,087 -3,927	-16%	-$189K	0.23%	70
2025 Q1	$1.16M	Hold	24,014	–	–	0.28%	65
2024 Q4	$1.15M	Buy	24,014 +646	+3%	+$31.2K	0.28%	64
2024 Q3	$1.15M	Sell	23,368 -1,254	-5%	-$60.7K	0.27%	65
2024 Q2	$1.17M	Buy	24,622 +87	+0.4%	+$4.11K	0.29%	62
2024 Q1	$1.17M	Sell	24,535 -718	-3%	-$34.2K	0.29%	62
2023 Q4	$1.21M	Buy	25,253 +471	+2%	+$21.9K	0.32%	58
2023 Q3	$1.14M	Sell	24,782 -316	-1%	-$14.7K	0.33%	52
2023 Q2	$1.18M	Buy	+25,098	New	+$1.18M	0.34%	51