Congress Wealth Management’s Simulations Plus SLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,142	Closed	-$357K	–	923
2024 Q3	$357K	Buy	11,142 +4,712	+73%	+$174K	﹤0.01%	699
2024 Q2	$313K	Buy	6,430 +264	+4%	+$12.5K	0.01%	607
2024 Q1	$254K	Buy	6,166 +1,690	+38%	+$69.2K	﹤0.01%	535
2023 Q4	$200K	Sell	4,476 -1,000	-18%	-$39.6K	﹤0.01%	598
2023 Q3	$228K	Hold	5,476	–	–	﹤0.01%	564
2023 Q2	$237K	Hold	5,476	–	–	0.01%	512
2023 Q1	$241K	Buy	+5,476	New	+$219K	0.01%	513
2022 Q4	–	Sell	-5,180	Closed	-$251K	–	579
2022 Q3	$251K	Hold	5,180	–	–	0.01%	494
2022 Q2	$256K	Buy	5,180 +592	+13%	+$27.9K	0.01%	500
2022 Q1	$234K	Buy	+4,588	New	+$197K	0.01%	559