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Callan Family Office’s MSCI MSCI Stock Holding History

Callan Family Office’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.09M Buy
3,627
+1,747
+93% +$1.01M 0.07% 266
2025
Q1 		$1.06M Buy
1,880
+386
+26% +$218K 0.08% 209
2024
Q4 		$896K Buy
+1,494
New +$896K 0.06% 271