Optimist Retirement Group’s American Coastal Insurance ACIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-21,783	Closed	-$230K	–	123
2024 Q2	$230K	Buy	21,783 +638	+3%	+$6.73K	0.12%	87
2024 Q1	$226K	Buy	+21,145	New	+$226K	0.12%	79