Farther Finance Advisors’s Marcus & Millichap MMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.83K	Buy	70 +48	+218%	+$1.26K	﹤0.01%	4929
2025 Q4	$600	Buy	22 +7	+47%	+$202	﹤0.01%	5021
2025 Q3	$440	Buy	15 +2	+15%	+$63	﹤0.01%	4572
2025 Q2	$399	Sell	13 -12	-48%	-$364	﹤0.01%	4081
2025 Q1	$873	Hold	25	–	–	﹤0.01%	3654
2024 Q4	$957	Hold	25	–	–	﹤0.01%	3263
2024 Q3	$991	Buy	25 +2	+9%	+$75	﹤0.01%	3250
2024 Q2	$695	Hold	23	–	–	﹤0.01%	3186
2024 Q1	$772	Hold	23	–	–	﹤0.01%	2870
2023 Q4	$1K	Sell	23 -105	-82%	-$3.49K	﹤0.01%	2732
2023 Q3	$3.76K	Hold	128	–	–	﹤0.01%	1621
2023 Q2	$4.03K	Hold	128	–	–	﹤0.01%	1505
2023 Q1	$4.11K	Hold	128	–	–	﹤0.01%	1395
2022 Q4	$4.41K	Buy	+128	New	+$4.54K	﹤0.01%	1215