Dynamic Advisor Solutions’s Butterfly Network BFLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-104,017	Closed	-$201K	–	938
2025 Q3	$201K	Hold	104,017	–	–	0.01%	901
2025 Q2	$208K	Hold	104,017	–	–	0.01%	846
2025 Q1	$237K	Hold	104,017	–	–	0.01%	770
2024 Q4	$325K	Sell	104,017 -11,905	-10%	-$31K	0.01%	511
2024 Q3	$205K	Sell	115,922 -109	-0.1%	-$136	0.01%	880
2024 Q2	$97.6K	Buy	116,031 +109	+0.1%	+$102	﹤0.01%	913
2024 Q1	$125K	Sell	115,922 -100	-0.1%	-$107	﹤0.01%	893
2023 Q4	$117K	Sell	116,022 -5,500	-5%	-$5.44K	﹤0.01%	862
2023 Q3	$143K	Buy	121,522 +100	+0.1%	+$194	0.01%	794
2023 Q2	$279K	Sell	121,422 -9,550	-7%	-$21.3K	0.01%	649
2023 Q1	$246K	Hold	130,972	–	–	0.01%	647
2022 Q4	$322K	Hold	130,972	–	–	0.02%	539
2022 Q3	$616K	Buy	130,972 +23,702	+22%	+$125K	0.05%	346
2022 Q2	$329K	Hold	107,270	–	–	0.03%	499
2022 Q1	$511K	Buy	107,270 +15,210	+17%	+$83.5K	0.04%	430
2021 Q4	$616K	Buy	+92,060	New	+$810K	0.04%	377