Relyea Zuckerberg Hanson’s Goldman Sachs GS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Sell	1,648 -239	-13%	-$213K	0.14%	85
2025 Q4	$1.66M	Sell	1,887 -107	-5%	-$87.3K	0.17%	81
2025 Q3	$1.59M	Sell	1,994 -45	-2%	-$33.3K	0.17%	78
2025 Q2	$1.44M	Buy	2,039 +72	+4%	+$41.7K	0.17%	84
2025 Q1	$1.07M	Sell	1,967 -368	-16%	-$221K	0.14%	88
2024 Q4	$1.34M	Sell	2,335 -138	-6%	-$77K	0.18%	79
2024 Q3	$1.22M	Sell	2,473 -198	-7%	-$96.8K	0.19%	75
2024 Q2	$1.21M	Buy	2,671 +828	+45%	+$363K	0.2%	71
2024 Q1	$770K	Sell	1,843 -54	-3%	-$21K	0.13%	88
2023 Q4	$732K	Sell	1,897 -83	-4%	-$27.7K	0.14%	86
2023 Q3	$641K	Buy	1,980 +35	+2%	+$11.7K	0.15%	88
2023 Q2	$627K	Sell	1,945 -100	-5%	-$32.9K	0.14%	91
2023 Q1	$669K	Sell	2,045 -129	-6%	-$44.9K	0.16%	86
2022 Q4	$747K	Buy	2,174 +44	+2%	+$15.3K	0.21%	68
2022 Q3	$624K	Buy	2,130 +295	+16%	+$95.6K	0.23%	69
2022 Q2	$545K	Sell	1,835 -127	-6%	-$39.5K	0.2%	77
2022 Q1	$632K	Sell	1,962 -173	-8%	-$61.1K	0.21%	76
2021 Q4	$734K	Buy	+2,135	New	+$845K	0.27%	66