InceptionR’s Virtus Investment Partners VRTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,630	Closed	-$281K	–	862
2025 Q1	$281K	Buy	+1,630	New	+$281K	0.08%	391
2024 Q2	–	Sell	-1,305	Closed	-$324K	–	872
2024 Q1	$324K	Buy	+1,305	New	+$324K	0.08%	403