Klein Pavlis & Peasley Financial’s Carter's CRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18,300	Closed	-$992K	–	78
2024 Q4	$992K	Buy	18,300 +1,446	+9%	+$78.4K	0.8%	48
2024 Q3	$1.1M	Buy	16,854 +2,046	+14%	+$133K	0.88%	43
2024 Q2	$918K	Buy	+14,808	New	+$918K	0.81%	49