OneDigital Investment Advisors’s HubSpot HUBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$254K	Buy	457 +99	+28%	+$55.1K	﹤0.01%	1257
2025 Q1	$205K	Sell	358 -238	-40%	-$136K	﹤0.01%	1320
2024 Q4	$415K	Buy	596 +5	+0.8%	+$3.48K	﹤0.01%	963
2024 Q3	$314K	Sell	591 -39	-6%	-$20.7K	﹤0.01%	1138
2024 Q2	$372K	Buy	+630	New	+$372K	﹤0.01%	1010