Advisornet Financial’s MidCap Financial Investment MFIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$73.1K	Sell	6,507 -5,706	-47%	-$62.9K	﹤0.01%	922
2025 Q4	$140K	Sell	12,213 -1,838	-13%	-$21.8K	0.01%	709
2025 Q3	$168K	Sell	14,051 -143,177	-91%	-$1.83M	0.01%	645
2025 Q2	$1.98M	Sell	157,228 -13,626	-8%	-$167K	0.13%	162
2025 Q1	$2.2M	Buy	+170,854	New	+$2.32M	0.16%	145
2021 Q1	–	Sell	-66	Closed	-$1K	–	1795
2020 Q4	$1K	Buy	+66	New	+$641	﹤0.01%	1610
2019 Q4	–	Sell	-56	Closed	-$1K	–	1936
2019 Q3	$1K	Buy	+56	New	+$915	﹤0.01%	1760
2019 Q2	–	Sell	-666	Closed	-$10K	–	1754
2019 Q1	$10K	Hold	666	–	–	﹤0.01%	1175
2018 Q4	$8K	Sell	666 -1	-0.1%	-$15	﹤0.01%	1150
2018 Q3	$11K	Hold	667	–	–	﹤0.01%	1094
2018 Q2	$11K	Hold	667	–	–	﹤0.01%	1122
2018 Q1	$10K	Hold	667	–	–	﹤0.01%	1092
2017 Q4	$11K	Buy	+667	New	+$12K	﹤0.01%	990