Synergy Investment Management’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$2.27K	–	240
2025 Q1	$2.27K	Hold	5	–	–	﹤0.01%	535
2024 Q4	$2.4K	Buy	+5	New	+$2.4K	﹤0.01%	555