Summit Wealth Partners’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
2024 Q1	–	Sell	-4,530	Closed	-$286K	–	225
2023 Q4	$286K	Buy	+4,530	New	+$286K	0.07%	165