Ground Swell Capital’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
Sell
-7,343
Closed -$399K 282
2025
Q1
$399K Buy
+7,343
New +$399K 0.86% 30
2023
Q2
Sell
-4,384
Closed -$301K 95
2023
Q1
$301K Buy
+4,384
New +$301K 0.5% 14