RMR Wealth Builders’s Pathward Financial CASH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-40,406	Closed	-$61.1K	–	263
2024 Q4	$61.1K	Buy	40,406 +18,947	+88%	+$28.6K	0.01%	255
2024 Q3	$40K	Buy	21,459 +8,059	+60%	+$15K	﹤0.01%	260
2024 Q2	$29.2K	Buy	+13,400	New	+$29.2K	﹤0.01%	250