Optivise Advisory Services’s Carpenter Technology CRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,262	Closed	-$229K	–	210
2025 Q1	$229K	Sell	1,262 -66	-5%	-$12K	0.13%	168
2024 Q4	$225K	Buy	+1,328	New	+$225K	0.12%	154