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Caption Management’s Dave Inc DAVE Stock Holding History

Caption Management’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 652
2025
Q1 		– Sell
-2,100
Closed -$183K – 667
2024
Q4 		$183K Sell
2,100
-3,200
-60% -$278K ﹤0.01% 409
2024
Q3 		$212K Buy
+5,300
New +$212K ﹤0.01% 309