Legacy Wealth Management (Idaho)’s Capital One COF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$30.2K	Sell	142 -3	-2%	-$638	0.02%	200
2025 Q1	$26K	Hold	145	–	–	0.02%	208
2024 Q4	$29.5K	Buy	145 +3	+2%	+$610	0.02%	168
2024 Q3	$26.3K	Buy	+142	New	+$26.3K	0.02%	178