Roxbury Financial’s TC Energy TRP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$282K	Buy	5,778 +8	+0.1%	+$390	0.27%	69
2025 Q1	$258K	Buy	5,770 +49	+0.9%	+$2.19K	0.25%	75
2024 Q4	$280K	Buy	+5,721	New	+$280K	0.27%	72