Compass Financial Advisors’s Shopify SHOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,839	Closed	-$424K	–	83
2023 Q1	$424K	Buy	8,839 +1,871	+27%	+$89.7K	0.54%	61
2022 Q4	$242K	Buy	+6,968	New	+$242K	0.33%	102
2022 Q1	–	Sell	-1,470	Closed	-$202K	–	150
2021 Q4	$202K	Buy	+1,470	New	+$202K	0.22%	131