Farther Finance Advisors’s COPT Defense Properties CDP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.06K	Buy	100 +20	+25%	+$622	﹤0.01%	4729
2025 Q4	$2.22K	Buy	80 +25	+45%	+$721	﹤0.01%	4654
2025 Q3	$1.6K	Buy	55 +18	+49%	+$517	﹤0.01%	4219
2025 Q2	$1.02K	Buy	37 +9	+32%	+$244	﹤0.01%	3896
2025 Q1	$762	Hold	28	–	–	﹤0.01%	3692
2024 Q4	$867	Hold	28	–	–	﹤0.01%	3294
2024 Q3	$849	Hold	28	–	–	﹤0.01%	3286
2024 Q2	$701	Sell	28 -149	-84%	-$3.58K	﹤0.01%	3182
2024 Q1	$4.2K	Buy	177 +157	+785%	+$3.82K	﹤0.01%	2148
2023 Q4	$513	Buy	+20	New	+$485	﹤0.01%	2969
2023 Q3	–	Sell	-144	Closed	-$3.42K	–	2627
2023 Q2	$3.42K	Hold	144	–	–	﹤0.01%	1562
2023 Q1	$3.41K	Buy	+144	New	+$3.7K	﹤0.01%	1450