Physician Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Buy	1,084 +3	+0.3%	+$603	0.03%	171
2025 Q1	$187K	Hold	1,081	–	–	0.03%	190
2024 Q4	$173K	Buy	+1,081	New	+$173K	0.03%	197
2021 Q4	–	Sell	-1,733	Closed	-$209K	–	164
2021 Q3	$209K	Buy	+1,733	New	+$209K	0.06%	152