Congress Wealth Management’s Belpointe PREP OZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.81M	Hold	43,940	–	–	0.03%	501
2025 Q1	$2.83M	Hold	43,940	–	–	0.03%	427
2024 Q4	$3.4M	Buy	43,940 +719	+2%	+$55.7K	0.05%	336
2024 Q3	$2.98M	Buy	+43,221	New	+$2.98M	0.04%	370