Summit Trail Advisors’s Nu Holdings NU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$190K	Sell	13,844 -695	-5%	-$9.54K	﹤0.01%	1066
2025 Q1	$149K	Buy	+14,539	New	+$149K	﹤0.01%	393