Optivise Advisory Services’s Fair Isaac FICO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$396K	Buy	217 +33	+18%	+$60.2K	0.2%	110
2025 Q1	$338K	Buy	+184	New	+$338K	0.19%	113
2024 Q3	–	Sell	-180	Closed	-$269K	–	173
2024 Q2	$269K	Buy	+180	New	+$269K	0.15%	141