Dean Investment Associates’s Franklin Covey FC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$375K	Sell	16,446 -24,102	-59%	-$550K	0.06%	197
2025 Q1	$1.12M	Sell	40,548 -8,909	-18%	-$246K	0.17%	184
2024 Q4	$1.86M	Sell	49,457 -5,469	-10%	-$206K	0.26%	162
2024 Q3	$2.26M	Buy	+54,926	New	+$2.26M	0.31%	157