Rise Advisors’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$702	Hold	4	–	–	﹤0.01%	1345
2025 Q1	$724	Buy	+4	New	+$724	﹤0.01%	1337
2023 Q1	–	Sell	-10	Closed	-$2.28K	–	820
2022 Q4	$2.28K	Buy	+10	New	+$2.28K	﹤0.01%	551