Genesis Private Wealth’s Burlington BURL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-875	Closed	-$209K	–	157
2025 Q1	$209K	Buy	875 +155	+22%	+$36.9K	0.11%	138
2024 Q4	$205K	Buy	+720	New	+$205K	0.11%	130