Financial Gravity Asset Management’s Block Inc XYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-55	Closed	-$3.98K	–	953
2025 Q3	$3.98K	Buy	+55	New	+$4.12K	﹤0.01%	708
2024 Q1	–	Hold	0	–	–	–	1899
2023 Q3	–	Sell	-67	Closed	-$41	–	1809
2023 Q2	$41	Buy	+67	New	+$4.19K	﹤0.01%	1423
2023 Q1	–	Sell	-63	Closed	-$39	–	1714
2022 Q4	$39	Buy	+63	New	+$3.89K	﹤0.01%	1251
2022 Q2	–	Sell	-136	Closed	-$4	–	860
2022 Q1	$4	Sell	136 -26	-16%	-$3.15K	﹤0.01%	832
2021 Q4	$8	Buy	+162	New	+$35.1K	﹤0.01%	875
2021 Q3	–	Hold	0	–	–	–	151
2021 Q2	–	Hold	0	–	–	–	149
2020 Q2	–	Sell	-400	Closed	-$21	–	965
2020 Q1	$21	Buy	400 +200	+100%	+$13.7K	﹤0.01%	1006
2019 Q4	$13K	Hold	200	–	–	0.01%	1142
2019 Q3	$12K	Hold	200	–	–	0.01%	586
2019 Q2	$15K	Hold	200	–	–	0.01%	521
2019 Q1	$15K	Buy	+200	New	+$14.5K	0.01%	488