Synergy Investment Management’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30	Closed	-$5.48K	–	302
2025 Q1	$5.48K	Sell	30 -1	-3%	-$183	﹤0.01%	442
2024 Q4	$6.33K	Buy	+31	New	+$6.33K	﹤0.01%	430