Annex Advisory Services’s HealthStream HSTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Buy	46,819 +1,979	+4%	+$54.8K	0.03%	151
2025 Q1	$1.44M	Buy	44,840 +8,700	+24%	+$280K	0.04%	142
2024 Q4	$1.15M	Buy	+36,140	New	+$1.15M	0.03%	150