Bogart Wealth LLC’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$102K	Buy	253 +4	+2%	+$1.62K	﹤0.01%	325
2025 Q1	$71.8K	Sell	249 -146	-37%	-$42.1K	﹤0.01%	349
2024 Q4	$114K	Sell	395 -505	-56%	-$146K	0.01%	295
2024 Q3	$152K	Buy	900 +400	+80%	+$67.4K	0.01%	246
2024 Q2	$68.9K	Buy	+500	New	+$68.9K	﹤0.01%	342