Custom Index Systems’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
4,963
-606
-11% -$41.2K 0.16% 176
2025
Q1
$303K Buy
+5,569
New +$303K 0.15% 203