Keystone Financial Services (Colorado)’s American Healthcare REIT AHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,794	Closed	-$392K	–	112
2024 Q4	$392K	Sell	13,794 -5,096	-27%	-$145K	0.15%	65
2024 Q3	$493K	Buy	+18,890	New	+$493K	0.19%	55