R Squared’s Carriage Services CSV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$259K	Buy	+5,669	New	+$259K	0.14%	251
2025 Q1	–	Sell	-1,630	Closed	-$65K	–	579
2024 Q4	$65K	Buy	+1,630	New	+$65K	0.06%	402