West Oak Capital’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	$75	Hold	550	–	–	﹤0.01%	252
2025 Q1	$56	Sell	550 -1,400	-72%	-$143	﹤0.01%	255
2024 Q4	$202K	Buy	+1,950	New	+$202K	0.01%	215