Kapstone Financial Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Buy	16,767 +300	+2%	+$5.02K	0.14%	84
2025 Q1	$274K	Hold	16,467	–	–	0.15%	81
2024 Q4	$303K	Buy	16,467 +1,275	+8%	+$23.5K	0.16%	77
2024 Q3	$274K	Buy	15,192 +2,800	+23%	+$50.4K	0.17%	83
2024 Q2	$219K	Buy	+12,392	New	+$219K	0.14%	95