Planned Solutions’s Houlihan Lokey HLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-722	Closed	-$114K	–	329
2024 Q3	$114K	Buy	+722	New	+$114K	0.05%	183
2024 Q1	–	Sell	-722	Closed	-$86.6K	–	279
2023 Q4	$86.6K	Buy	+722	New	+$86.6K	0.04%	210