Cumberland Partners’s Nasdaq NDAQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.4M	Sell	160,530 -442	-0.3%	-$39.5K	1%	28
2025 Q1	$12.2M	Sell	160,972 -9,023	-5%	-$684K	0.94%	28
2024 Q4	$13.1M	Buy	169,995 +27,551	+19%	+$2.13M	0.92%	31
2024 Q3	$10.4M	Buy	+142,444	New	+$10.4M	0.72%	32