Harbour Capital Advisors’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,560	Closed	-$403K	–	304
2024 Q1	$403K	Sell	12,560 -875	-7%	-$28.1K	0.1%	196
2023 Q4	$347K	Buy	+13,435	New	+$347K	0.1%	195