Okabena Investment Services’s Vistra VST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$594K	Sell	3,064 -1,734	-36%	-$336K	0.13%	91
2025 Q1	$563K	Buy	4,798 +311	+7%	+$36.5K	0.14%	94
2024 Q4	$619K	Sell	4,487 -816	-15%	-$113K	0.17%	86
2024 Q3	$629K	Buy	5,303 +679	+15%	+$80.5K	0.18%	80
2024 Q2	$398K	Buy	+4,624	New	+$398K	0.13%	94