Accurate Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Sell	23,199 -2,967	-11%	-$149K	0.18%	130
2025 Q1	$1.13M	Sell	26,166 -63,530	-71%	-$2.75M	0.22%	107
2024 Q4	$4.13M	Sell	89,696 -3,454	-4%	-$159K	0.79%	24
2024 Q3	$4.38M	Buy	93,150 +34,885	+60%	+$1.64M	0.88%	21
2024 Q2	$2.65M	Buy	+58,265	New	+$2.65M	0.63%	46