Sagespring Wealth Partners’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Buy	557 +85	+18%	+$49K	0.01%	556
2025 Q1	$267K	Buy	472 +34	+8%	+$19.2K	0.01%	551
2024 Q4	$263K	Buy	+438	New	+$263K	0.01%	509