BridgePort Financial Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.73M	Buy	127,672 +97,257	+320%	+$2.84M	1.24%	21
2025 Q1	$762K	Buy	30,415 +11,709	+63%	+$293K	0.34%	64
2024 Q4	$502K	Buy	+18,706	New	+$502K	0.23%	93