Optimist Retirement Group’s Fortinet FTNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$502K	Buy	4,748 +124	+3%	+$13.1K	0.24%	51
2025 Q1	$445K	Sell	4,624 -281	-6%	-$27K	0.22%	50
2024 Q4	$463K	Sell	4,905 -175	-3%	-$16.5K	0.22%	53
2024 Q3	$394K	Buy	+5,080	New	+$394K	0.18%	58