Caption Management’s Velocity Financial VEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$350K	Buy	+18,853	New	+$350K	﹤0.01%	372
2025 Q1	–	Hold	0	–	–	–	1103
2024 Q4	–	Hold	0	–	–	–	1014
2024 Q2	–	Hold	0	–	–	–	838
2024 Q1	–	Hold	0	–	–	–	915
2023 Q4	–	Hold	0	–	–	–	892