Pacific Point Advisors’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Buy	3,237 +195	+6%	+$87.2K	0.79%	37
2025 Q1	$1.38M	Buy	3,042 +295	+11%	+$134K	0.77%	37
2024 Q4	$1.28M	Buy	+2,747	New	+$1.28M	0.78%	36