Carrera Capital Advisors’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24,029	Closed	-$2.12M	–	157
2025 Q1	$2.12M	Buy	24,029 +1,418	+6%	+$125K	0.47%	42
2024 Q4	$2.17M	Buy	22,611 +6,743	+42%	+$647K	0.51%	40
2024 Q3	$1.3M	Buy	+15,868	New	+$1.3M	0.32%	52