Lantz Financial’s Shopify SHOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$283K	Buy	2,457 +13	+0.5%	+$1.5K	0.07%	186
2025 Q1	$233K	Sell	2,444 -46	-2%	-$4.39K	0.06%	193
2024 Q4	$265K	Sell	2,490 -162	-6%	-$17.2K	0.07%	188
2024 Q3	$213K	Buy	+2,652	New	+$213K	0.06%	214