LPL Financial’s Destiny Tech100 DXYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
42,779
+23,795
+125% +$906K ﹤0.01% 3295
2025
Q1
$672K Buy
18,984
+5,260
+38% +$186K ﹤0.01% 3842
2024
Q4
$808K Buy
+13,724
New +$808K ﹤0.01% 3644
2024
Q2
Sell
-50,805
Closed -$1.27M 5034
2024
Q1
$1.27M Buy
+50,805
New +$1.27M ﹤0.01% 2939