Smith Salley Wealth Management’s Shopify SHOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$251K	Buy	+2,176	New	+$251K	0.01%	236
2025 Q1	–	Sell	-1,974	Closed	-$210K	–	259
2024 Q4	$210K	Buy	+1,974	New	+$210K	0.01%	236