Copperleaf Capital, LLC Purchases and Sells in Q2 2025

Copperleaf Capital, LLC

$139 Million
Q2 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	21.8K + 15.33%	$29.12 - $35.84 $633K - $780K	164K $5.87M
IVV	180 + 1.17%	$498.8 - $620.9 $89.8K - $112K	15.6K $9.7M
IVW	487 + 0.95%	$82.96 - $110.1 $40.4K - $53.6K	51.7K $5.69M
DFSD	12.9K + 69.26%	$47.09 - $48.01 $607K - $619K	31.5K $1.51M
DFIC	9.31K + 10.3%	$24.94 - $31.15 $232K - $290K	99.7K $3.1M
DYNF	1.19K + 1.42%	$43.53 - $54.46 $52K - $65K	85.5K $4.65M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EOSE	320K New	$3.3 - $7.11 $1.06M - $2.28M	320K $1.64M
AVGO	1.04K New	$146.29 - $275.65 $153K - $288K	1.04K $287K
ORCL	1.18K New	$122.82 - $218.63 $145K - $258K	1.18K $257K
VEA	4.07K New	$45.65 - $57.01 $186K - $232K	4.07K $231K
LAMR	1.81K New	$102.35 - $121.67 $185K - $220K	1.81K $219K
KO	2.87K New	$68.37 - $73.9 $196K - $212K	2.87K $202K

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-99 - 7.73%	$274.35 - $599.47 $27.2K - $59.3K	1.18K $368K
KMX	-348 - 2.66%	$62.27 - $82.77 $21.7K - $28.8K	12.7K $856K
IQV	-394 - 7.93%	$137.0 - $174.37 $54K - $68.7K	4.58K $720K
SBUX	-25 - 0.18%	$79.69 - $99.41 $1.99K - $2.49K	14.1K $1.29M
TFLO	-1.55K - 26.76%	$50.47 - $50.66 $78K - $78.3K	4.23K $214K
BND	-1.01K - 10.03%	$72.02 - $73.82 $72.7K - $74.6K	9.06K $667K

Activity Summary All Purchases 64 New Holdings 9 Increased Positions 55 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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