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Optimize Financial’s Compass COMP Stock Holding History

Optimize Financial’s Portfolio COMP Stock Details COMP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$101K Sell
16,116
-114
-0.7% -$716 0.06% 231
2025
Q1 		$142K Buy
+16,230
New +$142K 0.1% 213