Capital Square, LLC Purchases and Sells in Q2 2025

Capital Square, LLC

$181 Million
Q2 2025

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIVO	39K + 124.71%	$37.18 - $42.55 $1.45M - $1.66M	70.2K $2.99M
FNDF	35.5K + 432.12%	$32.25 - $40.02 $1.14M - $1.42M	43.7K $1.75M
VTI	1.26K + 3.74%	$243.75 - $303.93 $307K - $383K	34.9K $10.6M
NVDA	1.38K + 10.45%	$94.31 - $157.99 $130K - $217K	14.5K $2.3M
BND	11.3K + 39.68%	$72.02 - $73.82 $816K - $836K	39.9K $2.94M
AMZN	131 + 0.65%	$167.32 - $223.3 $21.9K - $29.3K	20.3K $4.44M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PJUL	43.7K New	$37.66 - $43.85 $1.65M - $1.92M	43.7K $1.92M
IUSB	39.3K New	$45.12 - $46.23 $1.77M - $1.82M	39.3K $1.82M
SPSB	59.3K New	$29.82 - $30.19 $1.77M - $1.79M	59.3K $1.79M
NVO	8.78K New	$58.08 - $81.05 $510K - $711K	8.78K $605K
BIL	4.82K New	$91.43 - $91.74 $441K - $442K	4.82K $442K
XSD	1.18K New	$160.63 - $257.78 $189K - $303K	1.18K $301K

Top Sells

Reduced Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-34.5K - 27.11%	$24.32 - $27.87 $838K - $960K	92.7K $2.46M
AAPL	-1.1K - 8.0%	$172.42 - $223.89 $190K - $246K	12.6K $2.59M
PFF	-13.3K - 3.16%	$29.0 - $30.68 $387K - $409K	408K $12.5M
ADDYY	-3.42K - 46.09%	$100.3 - $125.66 $343K - $430K	4K $467K
ADC	-4.32K - 30.76%	$70.68 - $79.12 $305K - $341K	9.72K $709K
CPT	-1.1K - 10.43%	$106.53 - $122.8 $117K - $135K	9.46K $1.07M

Activity Summary All Purchases 102 New Holdings 19 Increased Positions 83 All Sells 77 Reductions 77 Sold out 0 Calls 0 Puts 0

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