GenTrust’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$335K	Sell	425 -283	-40%	-$223K	0.02%	143
2025 Q1	$434K	Buy	708 +1	+0.1%	+$614	0.02%	133
2024 Q4	$444K	Buy	707 +1	+0.1%	+$628	0.02%	136
2024 Q3	$438K	Buy	+706	New	+$438K	0.02%	135