Castleview Partners’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-11,816	Closed	-$50	–	851
2021 Q4	$50	Buy	+11,816	New	+$50	﹤0.01%	885
2021 Q2	$11K	Buy	+51	New	+$11K	﹤0.01%	664