Essex Investment Management’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$32.8K	Hold	929	–	–	0.01%	266
2025 Q1	$32.5K	Hold	929	–	–	0.01%	268
2024 Q4	$49.6K	Sell	929 -1,260	-58%	-$67.2K	0.01%	245
2024 Q3	$84.3K	Hold	2,189	–	–	0.01%	237
2024 Q2	$78.9K	Buy	+2,189	New	+$78.9K	0.01%	237