Sonen Capital’s IDEX IEX Stock Holding History

Sonen Capital’s Portfolio IEX Stock Details IEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$603K	Buy
2023 Q3	$511K	Buy
2023 Q2	$375K	Buy
2022 Q2	–	Sell
2022 Q1	$259K	Sell
2021 Q4	$382K	Buy