WealthPlan Investment 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	$419K	Buy	3,632 +1,060	+41%	+$122K	0.03%	257
2025 Q1	$246K	Sell	2,572 -550	-18%	-$52.5K	0.02%	244
2024 Q4	$332K	Buy	+3,122	New	+$332K	0.03%	209