Sax Wealth Advisors’s Shopify SHOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$732K	Buy	6,349 +78	+1%	+$9K	0.04%	209
2025 Q1	$599K	Buy	6,271 +2,195	+54%	+$210K	0.04%	195
2024 Q4	$433K	Buy	4,076 +1,348	+49%	+$143K	0.03%	208
2024 Q3	$219K	Buy	+2,728	New	+$219K	0.02%	267