Callan Family Office’s Open Text OTEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$250K	Buy	+8,560	New	+$250K	0.01%	828
2024 Q4	–	Sell	-8,560	Closed	-$285K	–	631
2024 Q3	$285K	Hold	8,560	–	–	0.05%	145
2024 Q2	$257K	Buy	+8,560	New	+$257K	0.05%	133