Defined Financial Planning’s Progress Software PRGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,156	Closed	-$298K	–	83
2025 Q1	$298K	Sell	5,156 -47	-0.9%	-$2.72K	0.3%	52
2024 Q4	$339K	Buy	+5,203	New	+$339K	0.36%	40