Sax Wealth Advisors’s Fortinet FTNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$643K	Buy	+6,079	New	+$643K	0.04%	223
2025 Q1	–	Sell	-2,717	Closed	-$257K	–	373
2024 Q4	$257K	Buy	+2,717	New	+$257K	0.02%	286