Laidlaw Wealth Management’s Belpointe PREP OZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,890	Closed	-$1.23M	–	123
2024 Q4	$1.23M	Hold	15,890	–	–	0.54%	52
2024 Q3	$1.1M	Buy	+15,890	New	+$1.1M	0.54%	60
2023 Q1	–	Sell	-4,075	Closed	-$408K	–	373
2022 Q4	$408K	Buy	+4,075	New	+$408K	0.09%	219