Optimist Retirement Group’s Copa Holdings CPA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$257K	Sell	2,337 -680	-23%	-$74.8K	0.12%	96
2025 Q1	$279K	Buy	+3,017	New	+$279K	0.14%	66
2024 Q4	–	Sell	-2,556	Closed	-$240K	–	122
2024 Q3	$240K	Buy	+2,556	New	+$240K	0.11%	103