Callan Family Office’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$370K	Buy	+10,469	New	+$370K	0.01%	701
2025 Q1	–	Sell	-10,007	Closed	-$534K	–	644
2024 Q4	$534K	Buy	+10,007	New	+$534K	0.03%	356