One Wealth Capital Management’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$735K	Buy	1,274 +5	+0.4%	+$2.88K	0.34%	49
2025 Q1	$718K	Sell	1,269 -21	-2%	-$11.9K	0.39%	45
2024 Q4	$774K	Buy	+1,290	New	+$774K	0.39%	45