Kingswood Wealth Advisors’s Atlassian TEAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$363K	Buy	1,789 +600	+50%	+$122K	0.03%	509
2025 Q1	$252K	Buy	+1,189	New	+$252K	0.02%	605
2024 Q1	–	Sell	-1,148	Closed	-$273K	–	694
2023 Q4	$273K	Sell	1,148 -1,506	-57%	-$358K	0.03%	508
2023 Q3	$535K	Buy	+2,654	New	+$535K	0.09%	234