Sierra Ocean’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$43.5K	Sell	136 -9	-6%	-$2.88K	0.03%	208
2025 Q1	$39.1K	Buy	145 +12	+9%	+$3.24K	0.03%	204
2024 Q4	$39.6K	Buy	+133	New	+$39.6K	0.03%	200