Synergy Investment Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,751	Closed	-$51.8K	–	181
2025 Q1	$51.8K	Buy	1,751 +61	+4%	+$1.8K	0.02%	232
2024 Q4	$47.2K	Buy	+1,690	New	+$47.2K	0.02%	250