Dakota Wealth Management’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,444	Closed	-$3.02M	–	783
2024 Q4	$3.02M	Sell	10,444 -35,705	-77%	-$10.3M	0.07%	209
2024 Q3	$7.78M	Buy	46,149 +999	+2%	+$168K	0.18%	116
2024 Q2	$6.22M	Buy	45,150 +150	+0.3%	+$20.7K	0.15%	123
2024 Q1	$7.67M	Buy	+45,000	New	+$7.67M	0.19%	112