Vest Financial’s Open Text OTEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$402K	Buy	13,769 +1,045	+8%	+$30.5K	0.01%	375
2025 Q1	$321K	Buy	12,724 +3,290	+35%	+$83.1K	0.01%	379
2024 Q4	$267K	Buy	+9,434	New	+$267K	﹤0.01%	270