GenTrust’s Gartner IT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-443	Closed	-$215K	–	199
2024 Q4	$215K	Buy	443 +29	+7%	+$14.1K	0.01%	190
2024 Q3	$210K	Buy	+414	New	+$210K	0.01%	192