Global Financial Private Client’s Pegasystems PEGA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10	Closed	-$348	–	1208
2025 Q1	$348	Buy	10 +6	+150%	+$209	﹤0.01%	1399
2024 Q4	$186	Buy	+4	New	+$186	﹤0.01%	1296