Hel Ved Capital Management’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
$4.5M Sell
66,225
-7,725
-10% -$525K 1.19% 16
2025
Q1
$4.02M Sell
73,950
-3,950
-5% -$215K 1.45% 13
2024
Q4
$6.62M Buy
+77,900
New +$6.62M 1.94% 13