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Optimize Financial’s Carpenter Technology CRS Stock Holding History

Optimize Financial’s Portfolio CRS Stock Details CRS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$212K Buy
+768
New +$212K 0.13% 207
2025
Q1 		– Sell
-1,891
Closed -$321K – 238
2024
Q4 		$321K Buy
+1,891
New +$321K 0.24% 130