Concurrent Investment Advisors’s Axos Financial AX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$411K	Buy	5,410 +293	+6%	+$22.3K	0.01%	917
2025 Q1	$330K	Buy	+5,117	New	+$330K	0.01%	871
2024 Q1	–	Sell	-7,009	Closed	-$383K	–	874
2023 Q4	$383K	Buy	+7,009	New	+$383K	0.02%	561