Optimist Retirement Group’s Frontdoor FTDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,224	Closed	-$286K	–	124
2024 Q4	$286K	Sell	5,224 -211	-4%	-$11.5K	0.14%	71
2024 Q3	$261K	Sell	5,435 -1,358	-20%	-$65.2K	0.12%	78
2024 Q2	$230K	Buy	6,793 +172	+3%	+$5.81K	0.12%	88
2024 Q1	$216K	Buy	+6,621	New	+$216K	0.11%	93