Coalescence Partners Investment Management’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$22.2M	Buy	38,556 +2,866	+8%	+$1.65M	5.74%	11
2025 Q1	$20.2M	Hold	35,690	–	–	6.67%	5
2024 Q4	$21.4M	Buy	35,690 +2,676	+8%	+$1.61M	8.1%	4
2024 Q3	$19.2M	Hold	33,014	–	–	8.62%	2
2024 Q2	$15.9M	Buy	+33,014	New	+$15.9M	13.05%	2