EP
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Edgestream Partners’s Unity U Stock Holding History

Edgestream Partners’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-102,899
Closed -$2.33M – 1090
2024
Q3 		$2.33M Buy
102,899
+88,955
+638% +$2.01M 0.1% 356
2024
Q2 		$227K Buy
+13,944
New +$227K 0.01% 790