XY Planning Network’s C.H. Robinson CHRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,400	Closed	-$348K	–	174
2025 Q1	$348K	Buy	3,400 +3	+0.1%	+$307	0.23%	74
2024 Q4	$351K	Buy	+3,397	New	+$351K	0.26%	69