TriaGen Wealth Management’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	$172K	Hold	12,500	–	–	0.05%	168
2025 Q1	$128K	Buy	12,500 +1,500	+14%	+$15.4K	0.05%	160
2024 Q4	$114K	Sell	11,000 -15,243	-58%	-$158K	0.04%	165
2024 Q3	$358K	Buy	+26,243	New	+$358K	0.12%	127