Simplicity Wealth’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.49M	Buy	8,632 +4,594	+114%	+$1.86M	0.15%	145
2025 Q1	$1.16M	Buy	+4,038	New	+$1.16M	0.09%	226
2024 Q3	–	Sell	-4,630	Closed	-$638K	–	943
2024 Q2	$638K	Buy	4,630 +960	+26%	+$132K	0.01%	660
2024 Q1	$626K	Buy	+3,670	New	+$626K	0.01%	659