Foundations Investment Advisors’s FinWise Bancorp FINW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,052	Closed	-$161K	–	882
2024 Q4	$161K	Hold	10,052	–	–	﹤0.01%	808
2024 Q3	$157K	Sell	10,052 -11,548	-53%	-$180K	﹤0.01%	785
2024 Q2	$221K	Buy	+21,600	New	+$221K	0.01%	699