QTR Family Wealth’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.62M	Buy	14,537 +4,913	+51%	+$1.56M	2.86%	8
2025 Q1	$2.49M	Buy	+9,624	New	+$2.49M	1.88%	11