Sierra Ocean’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$161K	Buy	306 +27	+10%	+$14.2K	0.12%	79
2025 Q1	$142K	Sell	279 -6	-2%	-$3.05K	0.11%	81
2024 Q4	$142K	Buy	+285	New	+$142K	0.12%	78