Vertex Planning Partners’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$214K	Buy	+674	New	+$214K	0.04%	180
2025 Q1	–	Sell	-859	Closed	-$347K	–	192
2024 Q4	$347K	Buy	+859	New	+$347K	0.08%	135