Rosenthal Henry Capital Advisors’s First Business Financial Services FBIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.28M	Hold	45,000	–	–	2.3%	17
2025 Q1	$2.12M	Hold	45,000	–	–	2.14%	19
2024 Q4	$2.08M	Hold	45,000	–	–	1.93%	24
2024 Q3	$2.05M	Hold	45,000	–	–	2.06%	21
2024 Q2	$1.66M	Hold	45,000	–	–	2.36%	24
2024 Q1	$1.69M	Hold	45,000	–	–	2.27%	23
2023 Q4	$1.8M	Hold	45,000	–	–	2.06%	25
2023 Q3	$1.35M	Hold	45,000	–	–	1.82%	26
2023 Q2	$1.33M	Sell	45,000 -5,000	-10%	-$147K	1.67%	24
2023 Q1	$1.53M	Hold	50,000	–	–	1.71%	24
2022 Q4	$1.83M	Hold	50,000	–	–	1.64%	24
2022 Q3	$1.62M	Buy	+50,000	New	+$1.62M	1.5%	31
2022 Q1	$1.64M	Hold	50,000	–	–	1.29%	35
2021 Q4	$1.46M	Hold	50,000	–	–	1.1%	37
2021 Q3	$1.44M	Hold	50,000	–	–	1.09%	36
2021 Q2	$1.35M	Hold	50,000	–	–	1.09%	34
2021 Q1	$1.24M	Hold	50,000	–	–	1%	33
2020 Q4	$921K	Hold	50,000	–	–	0.96%	35
2020 Q3	$715K	Hold	50,000	–	–	0.91%	37
2020 Q2	$823K	Sell	50,000 -20,000	-29%	-$329K	1.07%	34
2020 Q1	$1.09M	Hold	70,000	–	–	1.45%	29
2019 Q4	$1.84M	Hold	70,000	–	–	1.73%	28
2019 Q3	$1.69M	Hold	70,000	–	–	1.75%	26
2019 Q2	$1.65M	Hold	70,000	–	–	1.55%	29
2019 Q1	$1.4M	Sell	70,000 -3,800	-5%	-$76.1K	1.37%	32
2018 Q4	$1.44M	Sell	73,800 -1,200	-2%	-$23.4K	1.36%	32
2018 Q3	$1.74M	Hold	75,000	–	–	1.36%	32
2018 Q2	$1.95M	Hold	75,000	–	–	1.44%	32
2018 Q1	$1.89M	Hold	75,000	–	–	1.5%	32
2017 Q4	$1.66M	Hold	75,000	–	–	1.31%	34
2017 Q3	$1.71M	Hold	75,000	–	–	1.31%	37
2017 Q2	$1.73M	Sell	75,000 -15,000	-17%	-$346K	1.43%	31
2017 Q1	$2.34M	Hold	90,000	–	–	1.96%	22
2016 Q4	$2.14M	Buy	+90,000	New	+$2.14M	1.77%	27