Balboa Wealth Partners’s AvePoint AVPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Sell	12,559 -105	-0.8%	-$2.03K	0.05%	290
2025 Q1	$183K	Buy	12,664 +23	+0.2%	+$332	0.04%	271
2024 Q4	$209K	Buy	12,641 +2,027	+19%	+$33.5K	0.05%	273
2024 Q3	$125K	Buy	+10,614	New	+$125K	0.03%	273