Robertson Stephens Wealth Management’s LiveOne LVO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-214,545	Closed	-$315K	–	569
2024 Q4	$315K	Sell	214,545 -40,532	-16%	-$59.6K	0.01%	452
2024 Q3	$242K	Buy	255,077 +12,576	+5%	+$11.9K	0.01%	559
2024 Q2	$381K	Buy	242,501 +101,783	+72%	+$160K	0.02%	366
2024 Q1	$274K	Buy	+140,718	New	+$274K	0.01%	437