Concurrent Investment Advisors’s Towne Bank TOWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$590K	Hold	17,250	–	–	0.01%	785
2025 Q1	$590K	Buy	+17,250	New	+$590K	0.01%	695