San Luis Wealth Advisors’s Block, Inc. XYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.71M	Buy	+56,032	New	+$3.71M	0.8%	37
2022 Q2	–	Sell	-310	Closed	-$50K	–	435
2022 Q1	$50K	Buy	+310	New	+$50K	0.02%	239
2021 Q4	–	Sell	-1,508	Closed	-$362K	–	166
2021 Q3	$362K	Buy	+1,508	New	+$362K	0.2%	102