Congress Wealth Management’s Extreme Networks EXTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-147,927	Closed	-$2.61M	–	601
2023 Q4	$2.61M	Sell	147,927 -52,451	-26%	-$925K	0.05%	287
2023 Q3	$4.85M	Buy	+200,378	New	+$4.85M	0.1%	215