WealthTrak Capital Management’s XP XP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$606	Hold	30	–	–	﹤0.01%	612
2025 Q1	$413	Buy	30 +20	+200%	+$275	﹤0.01%	695
2024 Q4	$119	Buy	+10	New	+$119	﹤0.01%	888