Concurrent Investment Advisors’s Fair Isaac FICO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$558K	Buy	305 +8	+3%	+$14.6K	0.01%	807
2025 Q1	$548K	Sell	297 -23	-7%	-$42.4K	0.01%	721
2024 Q4	$637K	Sell	320 -17	-5%	-$33.8K	0.02%	601
2024 Q3	$655K	Buy	337 +21	+7%	+$40.8K	0.02%	556
2024 Q2	$470K	Buy	+316	New	+$470K	0.02%	598