13F

Position

Wealth Intelligence, LLC in Microsoft Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$943.9K$483.62$370.17

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20258.32K$4.02M2.0%
Q1 20269.24K$3.42M$370.17−$943.9K$341.7K1.6%