Summit Financial Strategies’s 5E Advanced Materials FEAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,925	Closed	-$28.3K	–	152
2024 Q4	$28.3K	Hold	1,925	–	–	﹤0.01%	147
2024 Q3	$23.9K	Hold	1,925	–	–	﹤0.01%	148
2024 Q2	$53.6K	Sell	1,925 -466	-19%	-$13K	0.01%	145
2024 Q1	$73.7K	Buy	+2,391	New	+$73.7K	0.01%	148