CFO
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Callan Family Office’s IDEX IEX Stock Holding History

Callan Family Office’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.39M Buy
7,910
+5,265
+199% +$924K 0.04% 337
2025
Q1 		$479K Sell
2,645
-3,999
-60% -$724K 0.04% 335
2024
Q4 		$1.39M Buy
+6,644
New +$1.39M 0.09% 192