Total Wealth Planning & Management’s Copa Holdings CPA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$456K	Sell	4,147 -86	-2%	-$9.46K	0.37%	89
2025 Q1	$391K	Buy	4,233 +1,456	+52%	+$135K	0.37%	91
2024 Q4	$244K	Buy	+2,777	New	+$244K	0.22%	137