Curated Wealth Partners’s Pool Corp POOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-682	Closed	-$217K	–	166
2025 Q1	$217K	Buy	+682	New	+$217K	0.03%	144
2021 Q1	–	Sell	-1,748	Closed	-$651K	–	139
2020 Q4	$651K	Buy	+1,748	New	+$651K	0.42%	42