Activest Wealth Management’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$388	–	1361
2025 Q1	$388	Buy	5 +4	+400%	+$310	﹤0.01%	873
2024 Q4	$82	Buy	+1	New	+$82	﹤0.01%	709