Claret Asset Management’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$232K	Buy	+1,320	New	+$232K	0.03%	349
2025 Q1	–	Sell	-974	Closed	-$204K	–	323
2024 Q4	$204K	Buy	974 +7	+0.7%	+$1.47K	0.03%	285
2024 Q3	$207K	Buy	+967	New	+$207K	0.03%	302