CVFG LLC’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.15M	Sell	2,184 -3	-0.1%	-$1.58K	0.91%	27
2025 Q1	$1.11M	Sell	2,187 -79	-3%	-$40.1K	1.01%	26
2024 Q4	$1.13M	Buy	+2,266	New	+$1.13M	1.03%	25