Hoertkorn Richard Charles’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	$6.93K	Hold	102	–	–	﹤0.01%	69
2025 Q1	$5.54K	Hold	102	–	–	﹤0.01%	69
2024 Q4	$8.67K	Hold	102	–	–	﹤0.01%	70
2024 Q3	$6.85K	Hold	102	–	–	﹤0.01%	70
2024 Q2	$6.58K	Hold	102	–	–	﹤0.01%	70
2024 Q1	$8.63K	Hold	102	–	–	﹤0.01%	68
2023 Q4	$7.89K	Hold	102	–	–	﹤0.01%	70
2023 Q3	$4.52K	Hold	102	–	–	﹤0.01%	70
2023 Q2	$6.79K	Hold	102	–	–	﹤0.01%	70
2023 Q1	$7K	Hold	102	–	–	﹤0.01%	71
2022 Q4	$6.41K	Hold	102	–	–	﹤0.01%	69
2022 Q3	$6K	Hold	102	–	–	﹤0.01%	68
2022 Q2	$6K	Hold	102	–	–	﹤0.01%	68
2022 Q1	$13K	Hold	102	–	–	0.01%	69
2021 Q4	$17K	Hold	102	–	–	0.01%	71
2021 Q3	$24K	Hold	102	–	–	0.01%	68
2021 Q2	$25K	Hold	102	–	–	0.01%	68
2021 Q1	$23K	Hold	102	–	–	0.01%	68
2020 Q4	$22K	Hold	102	–	–	0.01%	67
2020 Q3	$17K	Hold	102	–	–	0.01%	68
2020 Q2	$11K	Hold	102	–	–	0.01%	72
2020 Q1	$5K	Hold	102	–	–	﹤0.01%	78
2019 Q4	$6K	Sell	102 -100	-50%	-$5.88K	﹤0.01%	79
2019 Q3	$13K	Hold	202	–	–	0.01%	75
2019 Q2	$15K	Hold	202	–	–	0.01%	72
2019 Q1	$15K	Hold	202	–	–	0.01%	75
2018 Q4	$11K	Hold	202	–	–	0.01%	79
2018 Q3	$20K	Hold	202	–	–	0.01%	76
2018 Q2	$12K	Hold	202	–	–	0.01%	84
2018 Q1	$10K	Hold	202	–	–	0.01%	86
2017 Q4	$7K	Buy	202 +100	+98%	+$3.47K	﹤0.01%	89
2017 Q3	$3K	Hold	102	–	–	﹤0.01%	89
2017 Q2	$2K	Buy	+102	New	+$2K	﹤0.01%	86