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Trek Financial’s Dakota Gold DC Stock Holding History

Trek Financial’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.95M Buy
1,342,641
+117,596
+10% +$434K 0.33% 88
2025
Q1 		$3.25M Buy
1,225,045
+1,096,590
+854% +$2.91M 0.23% 103
2024
Q4 		$283K Buy
+128,455
New +$283K 0.02% 341