Kovitz Investment Group Partners’s ProShares Ultra Energy DIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,000	Closed	-$211K	–	1359
2025 Q1	$211K	Sell	5,000 -2,500	-33%	-$105K	﹤0.01%	1158
2024 Q4	$270K	Hold	7,500	–	–	﹤0.01%	1064
2024 Q3	$288K	Buy	+7,500	New	+$288K	﹤0.01%	877