Sequoia Financial Advisors’s i3 Verticals IIIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$281K	Buy	+10,242	New	+$281K	﹤0.01%	1287
2024 Q3	–	Sell	-27,154	Closed	-$600K	–	1303
2024 Q2	$600K	Buy	+27,154	New	+$600K	0.01%	625