Defined Financial Planning’s Axos Financial AX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,163	Closed	-$204K	–	71
2025 Q1	$204K	Hold	3,163	–	–	0.21%	75
2024 Q4	$221K	Buy	+3,163	New	+$221K	0.24%	68