Left Brain Wealth Management’s Block Inc XYZ Stock Holding History

Left Brain Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$2.83M	Sell
2024 Q4	$5.12M	Buy
2024 Q3	$3.48M	Sell
2024 Q2	$3.35M	Buy
2024 Q1	$4.29M	Buy
2023 Q4	$487K	Buy