Belpointe Asset Management’s Inspire 500 ETF PTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.14M Buy
35,503
+4,372
+14% +$1M 0.34% 54
2025
Q1
$6.4M Buy
31,131
+11,377
+58% +$2.34M 0.33% 52
2024
Q4
$4.14M Sell
19,754
-2,153
-10% -$452K 0.25% 79
2024
Q3
$4.68M Buy
21,907
+2,575
+13% +$550K 0.28% 66
2024
Q2
$3.84M Buy
+19,332
New +$3.84M 0.27% 68