Copperleaf Capital, LLC Purchases and Sells in Q4 2024

Copperleaf Capital, LLC

$123 Million
Q4 2024

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	16K + 47.13%	$94.43 - $105.47 $1.51M - $1.69M	50K $5.07M
EFV	24.4K + 61.41%	$51.78 - $57.15 $1.26M - $1.4M	64.2K $3.37M
AMZN	2.09K + 13.45%	$180.88 - $232.93 $378K - $487K	17.6K $3.87M
CRM	2.46K + 126.74%	$270.87 - $367.87 $666K - $905K	4.4K $1.47M
SBUX	8.71K + 91.35%	$87.44 - $102.5 $762K - $893K	18.2K $1.66M
BKNG	43 + 8.78%	$4100.99 - $5300.34 $176K - $228K	533 $2.65M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGEB	23K New	$44.21 - $46.46 $1.02M - $1.07M	23K $1.02M
IRBO	21.9K New	N/A	21.9K $702K
VMBS	8.37K New	$45.17 - $47.23 $378K - $395K	8.37K $379K
STZ	1.55K New	$219.66 - $257.62 $341K - $400K	1.55K $343K
AVGO	1.11K New	$159.67 - $250.0 $177K - $277K	1.11K $257K
MDT	2.98K New	$79.61 - $92.24 $237K - $275K	2.98K $237K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-4.04K - 17.59%	$570.51 - $610.59 $2.31M - $2.47M	19K $11.2M
ELV	-485 - 17.8%	$365.96 - $514.62 $177K - $250K	2.24K $827K
TFLO	-11.1K - 62.44%	$50.37 - $50.63 $559K - $562K	6.67K $336K
MBB	-2.58K - 9.36%	$91.26 - $95.82 $235K - $247K	25K $2.29M
IYW	-2.42K - 18.44%	$148.14 - $166.23 $358K - $402K	10.7K $1.71M
TLT	-1.75K - 17.46%	$87.1 - $98.49 $153K - $173K	8.28K $723K

Activity Summary All Purchases 69 New Holdings 10 Increased Positions 59 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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