Circle Wealth Management’s Universal Display OLED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,758	Closed	-$999K	–	221
2024 Q3	$999K	Buy	4,758 +2,172	+84%	+$456K	0.02%	114
2024 Q2	$544K	Buy	+2,586	New	+$544K	0.01%	156