Avidian Wealth Enterprises’s Liberty All-Star Equity Fund USA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$112K	Buy	16,511 +216	+1%	+$1.47K	﹤0.01%	540
2025 Q1	$107K	Buy	16,295 +461	+3%	+$3.02K	﹤0.01%	509
2024 Q4	$110K	Hold	15,834	–	–	﹤0.01%	495
2024 Q3	$112K	Buy	15,834 +234	+2%	+$1.66K	0.01%	487
2024 Q2	$106K	Buy	+15,600	New	+$106K	﹤0.01%	480