FORA Capital’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,164	Closed	-$489K	–	652
2024 Q4	$489K	Buy	+9,164	New	+$489K	0.06%	264
2021 Q1	–	Sell	-3,165	Closed	-$110K	–	1127
2020 Q4	$110K	Buy	+3,165	New	+$110K	0.02%	645