Second Half Financial Partners’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$700K	Sell	1,972 -84	-4%	-$29.8K	0.33%	37
2025 Q1	$721K	Buy	2,056 +313	+18%	+$110K	0.36%	37
2024 Q4	$551K	Buy	+1,743	New	+$551K	0.27%	49
2023 Q3	–	Sell	-11,157	Closed	-$2.65M	–	132
2023 Q2	$2.65M	Buy	+11,157	New	+$2.65M	0.61%	55