Trek Financial’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
2025
Q2
$820K Buy
2,029
+193
+11% +$78K 0.05% 221
2025
Q1
$529K Buy
1,836
+494
+37% +$142K 0.04% 238
2024
Q4
$389K Buy
+1,342
New +$389K 0.03% 284