Stone House Investment Management’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-255	Closed	-$5.15K	–	571
2025 Q1	$5.15K	Buy	+255	New	+$5.15K	﹤0.01%	310
2024 Q4	–	Sell	-195	Closed	-$4.76K	–	312
2024 Q3	$4.76K	Buy	+195	New	+$4.76K	﹤0.01%	278