Roberts Wealth Advisors’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-596	Closed	-$255K	–	104
2024 Q4	$255K	Buy	+596	New	+$255K	0.08%	92
2022 Q1	–	Sell	-525	Closed	-$210K	–	96
2021 Q4	$210K	Buy	+525	New	+$210K	0.08%	95