Edgestream Partners’s National Beverage FIZZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.15M	Sell	49,756 -126,038	-72%	-$5.45M	0.06%	518
2025 Q1	$7.3M	Buy	+175,794	New	+$7.3M	0.25%	114
2023 Q3	–	Sell	-11,776	Closed	-$569K	–	861
2023 Q2	$569K	Buy	+11,776	New	+$569K	0.05%	498