Kovitz Investment Group Partners’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	–	Sell	-3,910	Closed	-$212K	–	1395
2025 Q1	$212K	Buy	3,910 +152	+4%	+$8.26K	﹤0.01%	1155
2024 Q4	$320K	Sell	3,758 -4,057	-52%	-$345K	﹤0.01%	1022
2024 Q3	$471K	Buy	+7,815	New	+$471K	﹤0.01%	762