Moneta Group Investment Advisors’s Belpointe PREP OZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$252K	Sell	3,871 -64	-2%	-$4.16K	﹤0.01%	609
2025 Q1	$254K	Hold	3,935	–	–	﹤0.01%	563
2024 Q4	$305K	Hold	3,935	–	–	﹤0.01%	528
2024 Q3	$272K	Buy	+3,935	New	+$272K	﹤0.01%	547