WealthTrak Capital Management’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.56K	Buy	15 +1	+7%	+$104	﹤0.01%	474
2025 Q1	$1.32K	Buy	14 +9	+180%	+$849	﹤0.01%	465
2024 Q4	$531	Buy	+5	New	+$531	﹤0.01%	561