OneDigital Investment Advisors’s American Healthcare REIT AHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.89M	Sell	51,573 -77,023	-60%	-$2.83M	0.02%	445
2025 Q1	$3.9M	Sell	128,596 -35,819	-22%	-$1.09M	0.05%	271
2024 Q4	$4.67M	Buy	164,415 +28,084	+21%	+$798K	0.05%	252
2024 Q3	$3.56M	Buy	+136,331	New	+$3.56M	0.04%	308