Planning Directions’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,445	Closed	-$857K	–	116
2025 Q1	$857K	Buy	+2,445	New	+$857K	0.37%	47
2020 Q2	–	Sell	-1,568	Closed	-$253K	–	100
2020 Q1	$253K	Buy	+1,568	New	+$253K	0.36%	49