Wellspring Financial Advisors’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Buy	373 +6	+2%	+$3.46K	0.02%	155
2025 Q1	$208K	Buy	367 +6	+2%	+$3.39K	0.02%	125
2024 Q4	$217K	Buy	+361	New	+$217K	0.02%	128