Lakeshore Financial Planning’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$893K	Buy	5,650 +1,934	+52%	+$306K	0.36%	24
2025 Q1	$403K	Sell	3,716 -200	-5%	-$21.7K	0.17%	40
2024 Q4	$526K	Sell	3,916 -250	-6%	-$33.6K	0.22%	31
2024 Q3	$506K	Buy	4,166 +126	+3%	+$15.3K	0.22%	33
2024 Q2	$499K	Buy	+4,040	New	+$499K	0.24%	29