RFG - Bristol Wealth Advisors’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$999K	Buy	3,051 +285	+10%	+$93.4K	0.31%	72
2025 Q1	$867K	Buy	2,766 +65	+2%	+$20.4K	0.29%	71
2024 Q4	$942K	Buy	+2,701	New	+$942K	0.31%	70