InceptionR’s First Foundation Inc FFWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$74K	Buy	+14,505	New	+$74K	0.02%	620
2025 Q1	–	Sell	-11,031	Closed	-$68.5K	–	646
2024 Q4	$68.5K	Sell	11,031 -6,198	-36%	-$38.5K	0.02%	591
2024 Q3	$108K	Buy	+17,229	New	+$108K	0.03%	592