QTR Family Wealth’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.18M	Buy	30,105 +3,172	+12%	+$651K	3.83%	3
2025 Q1	$5.98M	Buy	+26,933	New	+$5.98M	4.51%	3