Creative Planning’s POET Technologies POET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$52	Buy	+10	New	+$52	﹤0.01%	3594
2025 Q1	–	Hold	0	–	–	–	3635
2023 Q4	–	Sell	-2	Closed	-$7	–	2947
2023 Q3	$7	Buy	+2	New	+$7	﹤0.01%	2807