Traphagen Investment Advisors’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26M	Buy	8,570 +419	+5%	+$68.1K	0.1%	71
2025 Q4	$1.59M	Buy	8,151 +114	+1%	+$27.1K	0.13%	61
2025 Q3	$2.26M	Sell	8,037 -240	-3%	-$61.1K	0.19%	42
2025 Q2	$1.81M	Buy	8,277 +243	+3%	+$39.2K	0.17%	48
2025 Q1	$1.12M	Buy	8,034 +847	+12%	+$138K	0.12%	65
2024 Q4	$1.2M	Buy	7,187 +260	+4%	+$46.2K	0.12%	64
2024 Q3	$1.18M	Buy	6,927 +17	+0.2%	+$2.46K	0.12%	61
2024 Q2	$976K	Sell	6,910 -427	-6%	-$53K	0.11%	66
2024 Q1	$922K	Buy	7,337 +14	+0.2%	+$1.6K	0.1%	68
2023 Q4	$772K	Buy	7,323 +1,281	+21%	+$140K	0.09%	76
2023 Q3	$640K	Sell	6,042 -1,606	-21%	-$186K	0.08%	75
2023 Q2	$911K	Buy	7,648 +671	+10%	+$69.4K	0.12%	58
2023 Q1	$648K	Sell	6,977 -693	-9%	-$60.8K	0.1%	70
2022 Q4	$627K	Buy	7,670 +49	+0.6%	+$3.72K	0.1%	65
2022 Q3	$465K	Buy	7,621 +4	+0.1%	+$293	0.09%	70
2022 Q2	$532K	Buy	7,617 +2,061	+37%	+$151K	0.1%	65
2022 Q1	$460K	Sell	5,556 -675	-11%	-$54.7K	0.07%	78
2021 Q4	$543K	Buy	6,231 +259	+4%	+$24.3K	0.09%	72
2021 Q3	$520K	Sell	5,972 -673	-10%	-$59.4K	0.09%	64
2021 Q2	$517K	Sell	6,645 -240	-3%	-$18.8K	0.09%	73
2021 Q1	$483K	Buy	6,885 +914	+15%	+$59.2K	0.09%	77
2020 Q4	$386K	Sell	5,971 -207	-3%	-$12.3K	0.07%	88
2020 Q3	$369K	Sell	6,178 -441	-7%	-$25.1K	0.07%	83
2020 Q2	$366K	Buy	6,619 +3	+0%	+$159	0.08%	84
2020 Q1	$320K	Buy	6,616 +3	+0%	+$155	0.09%	86
2019 Q4	$350K	Buy	6,613 +2	+0%	+$110	0.08%	87
2019 Q3	$364K	Sell	6,611 -2,356	-26%	-$130K	0.09%	80
2019 Q2	$511K	Sell	8,967 -49	-0.5%	-$2.65K	0.14%	58
2019 Q1	$484K	Buy	+9,016	New	+$459K	0.14%	59