LECAP Asset Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,251
Closed -$361K 412
2024
Q4
$361K Buy
+4,251
New +$361K 0.1% 249
2024
Q1
Sell
-27,601
Closed -$2.13M 396
2023
Q4
$2.13M Buy
+27,601
New +$2.13M 0.78% 26