Park Square Financial Group’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.29K Sell
213
-42
-16% -$1.04K ﹤0.01% 730
2025
Q1
$5.26K Sell
255
-47
-16% -$970 ﹤0.01% 734
2024
Q4
$7.45K Buy
+302
New +$7.45K 0.01% 645