Fourth Dimension Wealth’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.4M	Sell	55,433 -2,131	-4%	-$437K	4.8%	3
2025 Q1	$12.8M	Buy	57,564 +7,220	+14%	+$1.6M	6.18%	1
2024 Q4	$12.6M	Buy	+50,344	New	+$12.6M	6.58%	1