PDS Planning’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	$243K	Buy	133 +12	+10%	+$21.9K	0.02%	419
2025 Q1	$223K	Buy	121 +7	+6%	+$12.9K	0.02%	403
2024 Q4	$227K	Sell	114 -4	-3%	-$7.96K	0.02%	370
2024 Q3	$229K	Buy	+118	New	+$229K	0.02%	374