Safe Harbor Fiduciary’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$538K	Sell	1,514 -309	-17%	-$110K	0.5%	40
2025 Q1	$639K	Sell	1,823 -11	-0.6%	-$3.86K	0.66%	32
2024 Q4	$580K	Buy	1,834 +2	+0.1%	+$632	0.59%	31
2024 Q3	$504K	Buy	+1,832	New	+$504K	0.47%	40