Total Wealth Planning & 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	$216K	Buy	+1,875	New	+$216K	0.18%	167
2025 Q1	–	Sell	-2,179	Closed	-$232K	–	195
2024 Q4	$232K	Buy	+2,179	New	+$232K	0.21%	140