Fiduciary Planning’s Shopify SHOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Hold	8,931	–	–	0.34%	36
2025 Q1	$853K	Buy	8,931 +3,010	+51%	+$287K	0.28%	39
2024 Q4	$630K	Buy	+5,921	New	+$630K	0.2%	47