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Figure 8 Investment Strategies’s MSCI MSCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
2,050
-26
-1% -$15K 1.16% 35
2025
Q1
$1.17M Buy
2,076
+110
+6% +$62.2K 1.23% 34
2024
Q4
$1.18M Buy
+1,966
New +$1.18M 1.16% 34