Planned Solutions’s Crescent Energy CRGY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,000	Closed	-$11K	–	217
2024 Q3	$11K	Buy	+1,000	New	+$11K	﹤0.01%	438
2024 Q1	–	Sell	-1,000	Closed	-$13.2K	–	186
2023 Q4	$13.2K	Buy	+1,000	New	+$13.2K	0.01%	400