Optivise Advisory Services’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Buy	3,785 +807	+27%	+$256K	0.61%	44
2025 Q1	$772K	Sell	2,978 -106	-3%	-$27.5K	0.43%	60
2024 Q4	$1.25M	Buy	3,084 +1,021	+49%	+$412K	0.67%	39
2024 Q3	$540K	Buy	2,063 +200	+11%	+$52.3K	0.28%	74
2024 Q2	$369K	Buy	+1,863	New	+$369K	0.2%	110