Sound Income Strategies’s The RMR Group RMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$65	Sell	4 -2	-33%	-$33	﹤0.01%	1553
2025 Q1	$100	Hold	6	–	–	﹤0.01%	1499
2024 Q4	$124	Hold	6	–	–	﹤0.01%	1416
2024 Q3	$152	Hold	6	–	–	﹤0.01%	1358
2024 Q2	$136	Sell	6 -3	-33%	-$68	﹤0.01%	1323
2024 Q1	$216	Hold	9	–	–	﹤0.01%	1288
2023 Q4	$254	Sell	9 -1	-10%	-$28	﹤0.01%	1261
2023 Q3	$245	Hold	10	–	–	﹤0.01%	1102
2023 Q2	$232	Hold	10	–	–	﹤0.01%	1072
2023 Q1	$262	Hold	10	–	–	﹤0.01%	1027
2022 Q4	$283	Sell	10 -2	-17%	-$57	﹤0.01%	946
2022 Q3	$0	Hold	12	–	–	﹤0.01%	961
2022 Q2	$0	Hold	12	–	–	﹤0.01%	942
2022 Q1	$0	Sell	12 -6	-33%	–	﹤0.01%	928
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	798
2021 Q3	$1K	Sell	18 -3	-14%	-$167	﹤0.01%	777
2021 Q2	$1K	Sell	21 -5	-19%	-$238	﹤0.01%	818
2021 Q1	$1.06K	Sell	26 -14	-35%	-$571	﹤0.01%	815
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	728
2020 Q3	$1K	Sell	40 -2	-5%	-$50	﹤0.01%	775
2020 Q2	$1K	Sell	42 -4	-9%	-$95	﹤0.01%	730
2020 Q1	$1K	Buy	46 +29	+171%	+$630	﹤0.01%	697
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	655
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	619
2019 Q2	$1K	Hold	17	–	–	﹤0.01%	620
2019 Q1	$1K	Sell	17 -3	-15%	-$176	﹤0.01%	625
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	616
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	563
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	517
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	543
2017 Q4	$1K	Buy	+20	New	+$1K	﹤0.01%	472