QTR Family Wealth’s Abacus Life ABL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Buy
324,124
+262,620
+427% +$1.35M 1.03% 25
2025
Q1
$461K Buy
+61,504
New +$461K 0.35% 75