Mark Sheptoff Financial Planning’s Codexis CDXS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-500	Closed	-$815	–	521
2025 Q4	$815	Hold	500	–	–	﹤0.01%	487
2025 Q3	$1.22K	Hold	500	–	–	﹤0.01%	456
2025 Q2	$1.22K	Hold	500	–	–	﹤0.01%	485
2025 Q1	$1.34K	Hold	500	–	–	﹤0.01%	416
2024 Q4	$2.38K	Hold	500	–	–	﹤0.01%	393
2024 Q3	$1.54K	Hold	500	–	–	﹤0.01%	398
2024 Q2	$1.55K	Hold	500	–	–	﹤0.01%	397
2024 Q1	$1.75K	Hold	500	–	–	﹤0.01%	365
2023 Q4	$1.52K	Hold	500	–	–	﹤0.01%	362
2023 Q3	$945	Hold	500	–	–	﹤0.01%	354
2023 Q2	$1.4K	Hold	500	–	–	﹤0.01%	357
2023 Q1	$2.07K	Hold	500	–	–	﹤0.01%	343
2022 Q4	$2.33K	Hold	500	–	–	﹤0.01%	346
2022 Q3	$3K	Hold	500	–	–	﹤0.01%	311
2022 Q2	$5K	Sell	500 -9,600	-95%	-$120K	﹤0.01%	297
2022 Q1	$208K	Sell	10,100 -1,200	-11%	-$24.9K	0.1%	105
2021 Q4	$353K	Hold	11,300	–	–	0.17%	78
2021 Q3	$263K	Sell	11,300 -700	-6%	-$16.6K	0.14%	87
2021 Q2	$272K	Hold	12,000	–	–	0.15%	81
2021 Q1	$275K	Sell	12,000 -2,000	-14%	-$46.8K	0.16%	81
2020 Q4	$306K	Hold	14,000	–	–	0.17%	78
2020 Q3	$164K	Buy	+14,000	New	+$174K	0.1%	102
2019 Q3	–	Sell	-14,679	Closed	-$271K	–	359
2019 Q2	$271K	Buy	14,679 +3,150	+27%	+$60.7K	0.19%	82
2019 Q1	$237K	Buy	11,529 +2,050	+22%	+$39.8K	0.17%	86
2018 Q4	$158K	Sell	9,479 -400	-4%	-$6.9K	0.13%	92
2018 Q3	$169K	Buy	+9,879	New	+$160K	0.12%	111