B.O.S.S. Retirement Advisors’s Belpointe PREP OZ Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio OZ Stock Details OZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$969K	Sell
2025 Q2	$971K	Hold
2025 Q1	$978K	Sell
2024 Q4	$1.18M	Buy
2024 Q1	–	Sell
2023 Q4	$1.86M	Hold
2023 Q3	$2.07M	Hold
2023 Q2	$2.07M	Hold
2023 Q1	$2.26M	Hold
2022 Q4	$2.41M	Buy