Defined Financial Planning’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$313K	Sell	902 -92	-9%	-$31.9K	0.28%	43
2025 Q1	$344K	Sell	994 -486	-33%	-$168K	0.35%	44
2024 Q4	$468K	Buy	+1,480	New	+$468K	0.5%	32