ORG Partners’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.81K	Buy	45 +11	+32%	+$1.18K	﹤0.01%	1062
2025 Q1	$3.02K	Buy	+34	New	+$3.02K	﹤0.01%	1020
2024 Q2	–	Sell	-5	Closed	-$386	–	1833
2024 Q1	$386	Buy	+5	New	+$386	﹤0.01%	493