Tarbox Family Office’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-46	Closed	-$9K	–	529
2022 Q1	$9K	Sell	46 -13	-22%	-$2.54K	﹤0.01%	399
2021 Q4	$14K	Hold	59	–	–	﹤0.01%	408
2021 Q3	$12K	Hold	59	–	–	﹤0.01%	466
2021 Q2	$13K	Hold	59	–	–	﹤0.01%	443
2021 Q1	$12K	Hold	59	–	–	﹤0.01%	391
2020 Q4	$12K	Hold	59	–	–	﹤0.01%	377
2020 Q3	$11K	Hold	59	–	–	﹤0.01%	375
2020 Q2	$9K	Hold	59	–	–	﹤0.01%	386
2020 Q1	$8K	Buy	59 +16	+37%	+$2.17K	﹤0.01%	360
2019 Q4	$7K	Hold	43	–	–	﹤0.01%	435
2019 Q3	$7K	Hold	43	–	–	﹤0.01%	400
2019 Q2	$7K	Buy	43 +25	+139%	+$4.07K	﹤0.01%	388
2019 Q1	$3K	Hold	18	–	–	﹤0.01%	451
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	488
2018 Q3	$3K	Hold	18	–	–	﹤0.01%	444
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	503
2018 Q1	$3K	Hold	18	–	–	﹤0.01%	451
2017 Q4	$2K	Hold	18	–	–	﹤0.01%	496
2017 Q3	$2K	Hold	18	–	–	﹤0.01%	493
2017 Q2	$2K	Hold	18	–	–	﹤0.01%	476
2017 Q1	$2K	Hold	18	–	–	﹤0.01%	478
2016 Q4	$2K	Hold	18	–	–	﹤0.01%	440
2016 Q3	$2K	Hold	18	–	–	﹤0.01%	431
2016 Q2	$1K	Sell	18 -2	-10%	-$111	﹤0.01%	490
2016 Q1	$2K	Buy	20 +7	+54%	+$700	﹤0.01%	431
2015 Q4	$1K	Hold	13	–	–	﹤0.01%	475
2015 Q3	$1K	Hold	13	–	–	﹤0.01%	485
2015 Q2	$1K	Hold	13	–	–	﹤0.01%	456
2015 Q1	$1K	Hold	13	–	–	﹤0.01%	471
2014 Q4	$1K	Hold	13	–	–	﹤0.01%	465
2014 Q3	$1K	Hold	13	–	–	﹤0.01%	465
2014 Q2	$1K	Hold	13	–	–	﹤0.01%	425
2014 Q1	$0	Sell	13 -2	-13%	–	﹤0.01%	515
2013 Q4	$1K	Buy	+15	New	+$1K	﹤0.01%	513