OTL
XYZ

Oak Thistle LLC’s Block Inc XYZ Stock Holding History

Oak Thistle LLC’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.89M Buy
2025
Q2 		– Sell
2025
Q1 		$1.55M Buy
2024
Q4 		$1.75M Sell
2024
Q3 		$1.56M Buy
2024
Q2 		$454K Buy
2024
Q1 		– Sell
2023
Q4 		$1.27M Buy
2023
Q3 		$321K Buy
2022
Q1 		– Sell
2021
Q4 		$259K Buy