Lido Advisors’s Marcus & Millichap MMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,318	Closed	-$219K	–	1494
2025 Q1	$219K	Buy	+6,318	New	+$219K	﹤0.01%	1249
2023 Q4	–	Sell	-8,256	Closed	-$242K	–	1205
2023 Q3	$242K	Buy	+8,256	New	+$242K	﹤0.01%	902