Summit Trail Advisors’s Nasdaq NDAQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$324K	Buy	+3,627	New	+$324K	0.01%	895
2018 Q1	–	Sell	-537	Closed	-$14K	–	1229
2017 Q4	$14K	Buy	+537	New	+$14K	﹤0.01%	1134