TriaGen Wealth Management’s Zillow Z Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,789	Closed	-$328K	–	196
2025 Q1	$328K	Sell	4,789 -15	-0.3%	-$1.03K	0.12%	131
2024 Q4	$356K	Buy	4,804 +313	+7%	+$23.2K	0.12%	128
2024 Q3	$287K	Buy	+4,491	New	+$287K	0.1%	143