OneDigital Investment Advisors’s Carlisle Companies CSL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Buy	3,623 +762	+27%	+$285K	0.02%	544
2025 Q1	$974K	Buy	2,861 +2,223	+348%	+$757K	0.01%	619
2024 Q4	$235K	Sell	638 -520	-45%	-$192K	﹤0.01%	1250
2024 Q3	$521K	Buy	+1,158	New	+$521K	0.01%	923