Freestone Grove Partners’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,645	Closed	-$1.02M	–	755
2025 Q1	$1.02M	Sell	5,645 -125,932	-96%	-$22.8M	0.01%	349
2024 Q4	$27.5M	Buy	+131,577	New	+$27.5M	0.34%	102