TCFG Wealth Management’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
3,895
-1,667
-30% -$192K 0.2% 133
2025
Q1
$531K Buy
5,562
+1,707
+44% +$163K 0.27% 101
2024
Q4
$410K Buy
3,855
+270
+8% +$28.7K 0.21% 123
2024
Q3
$287K Buy
+3,585
New +$287K 0.14% 161