Seneca Financial Advisors’s Thomson Reuters TRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$238K	Hold	1,181	–	–	0.09%	49
2025 Q1	$204K	Sell	1,181 -226	-16%	-$39K	0.1%	52
2024 Q4	$226K	Hold	1,407	–	–	0.11%	45
2024 Q3	$240K	Buy	+1,407	New	+$240K	0.12%	45