Farther Finance Advisors’s National Beverage FIZZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.21K	Buy	184 +94	+104%	+$3.26K	﹤0.01%	4382
2025 Q4	$2.87K	Buy	90 +48	+114%	+$1.65K	﹤0.01%	4551
2025 Q3	$1.55K	Buy	42 +33	+367%	+$1.43K	﹤0.01%	4230
2025 Q2	$389	Buy	9 +4	+80%	+$176	﹤0.01%	4086
2025 Q1	$212	Buy	5 +1	+25%	+$41	﹤0.01%	3945
2024 Q4	$171	Sell	4 -1	-20%	-$47	﹤0.01%	3688
2024 Q3	$234	Buy	5 +2	+67%	+$95	﹤0.01%	3614
2024 Q2	$158	Hold	3	–	–	﹤0.01%	3529
2024 Q1	$148	Sell	3 -13	-81%	-$636	﹤0.01%	3319
2023 Q4	$796	Buy	16 +13	+433%	+$622	﹤0.01%	2815
2023 Q3	$141	Hold	3	–	–	﹤0.01%	2516
2023 Q2	$145	Hold	3	–	–	﹤0.01%	2403
2023 Q1	$158	Hold	3	–	–	﹤0.01%	2233
2022 Q4	$140	Buy	+3	New	+$141	﹤0.01%	2094