Summit Securities Group’s Latham Group SWIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21K	Buy	+3,289	New	+$21K	﹤0.01%	590
2025 Q1	–	Sell	-4,740	Closed	-$33K	–	939
2024 Q4	$33K	Buy	+4,740	New	+$33K	0.01%	220