Geneos Wealth Management’s Direct Digital Holdings DRCT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,000	Closed	-$30.5K	–	2088
2024 Q1	$30.5K	Hold	2,000	–	–	﹤0.01%	1240
2023 Q4	$29.8K	Hold	2,000	–	–	﹤0.01%	1230
2023 Q3	$5.12K	Buy	+2,000	New	+$5.12K	﹤0.01%	1740