Allred Capital Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,734	Closed	-$342K	–	158
2025 Q1	$342K	Sell	5,734 -499	-8%	-$29.8K	0.14%	131
2024 Q4	$387K	Buy	+6,233	New	+$387K	0.15%	127