Richards, Merrill & Peterson’s Crown Castle CCI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,409	Closed	-$147K	–	236
2025 Q1	$147K	Sell	1,409 -98	-7%	-$10.2K	0.08%	163
2024 Q4	$137K	Buy	+1,507	New	+$137K	0.07%	163