Golden State Equity Partners’s Agree Realty ADC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$513K	Buy	7,022 +323	+5%	+$23.6K	0.1%	241
2025 Q1	$517K	Sell	6,699 -643	-9%	-$49.6K	0.1%	240
2024 Q4	$517K	Buy	7,342 +4,537	+162%	+$320K	0.1%	229
2024 Q3	$211K	Sell	2,805 -3,856	-58%	-$290K	0.11%	174
2024 Q2	$413K	Buy	+6,661	New	+$413K	0.09%	257