WealthTrak Capital Management’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$312	Sell	5 -10	-67%	-$624	﹤0.01%	757
2025 Q1	$876	Buy	15 +10	+200%	+$584	﹤0.01%	549
2024 Q4	$370	Buy	+5	New	+$370	﹤0.01%	649