CFO
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Callan Family Office’s Factset FDS Stock Holding History

Callan Family Office’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.9M Buy
8,710
+7,965
+1,069% +$3.56M 0.12% 182
2025
Q1 		$339K Sell
745
-1,206
-62% -$548K 0.03% 398
2024
Q4 		$937K Buy
+1,951
New +$937K 0.06% 264