DC Investments Management’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
$369K Hold
5,438
0.15% 95
2025
Q1
$295K Buy
+5,438
New +$295K 0.15% 105
2021
Q1
Sell
-1,014
Closed -$221K 79
2020
Q4
$221K Buy
+1,014
New +$221K 0.55% 43