Defined Financial Planning’s Applied Industrial Technologies AIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-965	Closed	-$221K	–	70
2025 Q1	$221K	Hold	965	–	–	0.22%	70
2024 Q4	$231K	Buy	+965	New	+$231K	0.25%	63