Concentric Capital Strategies’s IDEX IEX Stock Holding History

Concentric Capital Strategies’s Portfolio IEX Stock Details IEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$14.7M	Buy
2023 Q4	–	Sell
2023 Q3	$265K	Buy