IEQ Capital’s NerdWallet NRDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
48,566
-116,434
-71% -$1.28M ﹤0.01% 1133
2025
Q1
$1.49M Buy
+165,000
New +$1.49M 0.01% 651