Zynergy Retirement Planning’s ALPS Active REIT ETF REIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,814	Closed	-$76.7K	–	86
2025 Q1	$76.7K	Hold	2,814	–	–	0.05%	35
2024 Q4	$82.1K	Hold	2,814	–	–	0.06%	35
2024 Q3	$82.1K	Buy	2,814 +264	+10%	+$7.7K	0.06%	35
2024 Q2	$64.8K	Buy	+2,550	New	+$64.8K	0.05%	34