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Trajan Wealth’s Zillow Z Stock Holding History

Trajan Wealth’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,393
Closed -$251K – 191
2024
Q4 		$251K Sell
3,393
-520
-13% -$38.5K 0.01% 141
2024
Q3 		$250K Buy
+3,913
New +$250K 0.01% 150