Peak Financial Advisors’s Lifestance Health LFST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-289,080	Closed	-$1.99M	–	73
2023 Q3	$1.99M	Buy	289,080 +11,485	+4%	+$78.9K	2.15%	17
2023 Q2	$2.53M	Buy	277,595 +4,152	+2%	+$37.9K	1.99%	14
2023 Q1	$2.03M	Buy	+273,443	New	+$2.03M	1.72%	17