Jones Financial Companies’s Insight Select Income Fund INSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-29,552	Closed	-$512K	–	3899
2024 Q4	$512K	Sell	29,552 -173,483	-85%	-$3.01M	﹤0.01%	989
2024 Q3	$3.55M	Buy	203,035 +89,411	+79%	+$1.56M	﹤0.01%	341
2024 Q2	$1.85M	Buy	113,624 +112,227	+8,033%	+$1.83M	﹤0.01%	327
2024 Q1	$23K	Buy	+1,397	New	+$23K	﹤0.01%	877