Optivise Advisory Services’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$328K	Buy	568 +28	+5%	+$16.2K	0.17%	126
2025 Q1	$306K	Buy	540 +20	+4%	+$11.3K	0.17%	123
2024 Q4	$312K	Buy	+520	New	+$312K	0.17%	124