GoalVest Advisory’s HF Sinclair DINO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$460K	Hold	11,200	–	–	0.11%	86
2025 Q1	$368K	Buy	+11,200	New	+$368K	0.1%	91
2022 Q2	–	Sell	-15	Closed	-$1K	–	361
2022 Q1	$1K	Buy	+15	New	+$1K	﹤0.01%	326