NWM
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Napa Wealth Management’s Atlassian TEAM Stock Holding History

Napa Wealth Management’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,747
Closed -$1.4M – 209
2024
Q4 		$1.4M Buy
+5,747
New +$1.4M 0.6% 39