GeoWealth Management’s Descartes Systems DSGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-341	Closed	-$38.7K	–	1253
2024 Q4	$38.7K	Buy	341 +132	+63%	+$15K	﹤0.01%	1231
2024 Q3	$21.5K	Buy	+209	New	+$21.5K	﹤0.01%	1267