Wealth Effects’s Perspective Therapeutics CATX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$138K	Buy	33,000 +8,000	+32%	+$33.8K	0.05%	224
2025 Q4	$68.8K	Sell	25,000 -1,000	-4%	-$2.85K	0.02%	214
2025 Q3	$89.2K	Buy	26,000 +2,000	+8%	+$7.29K	0.03%	212
2025 Q2	$82.6K	Sell	24,000 -15,000	-38%	-$39.6K	0.03%	202
2025 Q1	$83.1K	Buy	39,000 +1,000	+3%	+$3K	0.03%	194
2024 Q4	$121K	Buy	38,000 +24,750	+187%	+$202K	0.04%	205
2024 Q3	$177K	Sell	13,250 -4,100	-24%	-$54.5K	0.06%	202
2024 Q2	$173K	Buy	17,350 +5,600	+48%	+$81K	0.06%	192
2024 Q1	$140K	Sell	11,750 -250	-2%	-$2.13K	0.05%	207
2023 Q4	$48.2K	Buy	12,000 +1,000	+9%	+$2.81K	0.02%	222
2023 Q3	$30.1K	Hold	11,000	–	–	0.01%	191
2023 Q2	$73.5K	Hold	11,000	–	–	0.03%	195
2023 Q1	$70.2K	Hold	11,000	–	–	0.04%	192
2022 Q4	$27.2K	Hold	11,000	–	–	0.02%	187
2022 Q3	$25K	Buy	11,000 +10,000	+1,000%	+$34.2K	0.02%	182
2022 Q2	$3K	Hold	1,000	–	–	﹤0.01%	189
2022 Q1	$4K	Hold	1,000	–	–	﹤0.01%	204
2021 Q4	$4K	Buy	+1,000	New	+$5.33K	﹤0.01%	215