Sequent Planning’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Buy	+12,927	New	+$280K	0.09%	130
2024 Q4	–	Sell	-15,785	Closed	-$351K	–	148
2024 Q3	$351K	Sell	15,785 -1,115	-7%	-$24.8K	0.12%	111
2024 Q2	$355K	Buy	16,900 +1,550	+10%	+$32.5K	0.12%	105
2024 Q1	$326K	Buy	+15,350	New	+$326K	0.12%	109