G2 Investment Partners Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,963
Closed -$244K 74
2018
Q2
$244K Sell
3,963
-4,900
-55% -$302K 0.08% 68
2018
Q1
$436K Buy
+8,863
New +$436K 0.17% 64