Rise Advisors’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.98K	Buy	27 +7	+35%	+$514	﹤0.01%	1198
2025 Q1	$1.42K	Buy	+20	New	+$1.42K	﹤0.01%	1203
2023 Q2	–	Sell	-9	Closed	-$374	–	805
2023 Q1	$374	Buy	+9	New	+$374	﹤0.01%	755