Creative Planning’s Destiny Tech100 DXYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$282K	Sell	7,405 -1,001	-12%	-$38.1K	﹤0.01%	2943
2025 Q1	$297K	Buy	8,406 +1,443	+21%	+$51.1K	﹤0.01%	2753
2024 Q4	$410K	Buy	+6,963	New	+$410K	﹤0.01%	2402