Optimist Retirement Group’s SiriusXM SIRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Buy	+10,025	New	+$230K	0.11%	107
2025 Q1	–	Sell	-8,870	Closed	-$202K	–	129
2024 Q4	$202K	Buy	+8,870	New	+$202K	0.1%	118