Beaumont Financial Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,971	Closed	-$406K	–	373
2024 Q4	$406K	Buy	8,971 +2,430	+37%	+$110K	0.03%	249
2024 Q3	$330K	Sell	6,541 -761	-10%	-$38.4K	0.03%	261
2024 Q2	$353K	Sell	7,302 -2,249	-24%	-$109K	0.03%	253
2024 Q1	$416K	Buy	+9,551	New	+$416K	0.03%	231