Creative Planning’s Metals Acquisition MTAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$337K	Buy	27,886 +17,434	+167%	+$211K	﹤0.01%	2787
2025 Q1	$99.7K	Sell	10,452 -3,948	-27%	-$37.7K	﹤0.01%	3239
2024 Q4	$153K	Buy	14,400 +650	+5%	+$6.9K	﹤0.01%	3050
2024 Q3	$190K	Buy	+13,750	New	+$190K	﹤0.01%	2856