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Clarendon Private’s Congress SMid Growth ETF CSMD Stock Holding History

Clarendon Private’s Portfolio CSMD Stock Details CSMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.94M Buy
62,108
+20,633
+50% +$643K 1.86% 11
2025
Q1 		$1.15M Sell
41,475
-1,321
-3% -$36.5K 1.21% 20
2024
Q4 		$1.28M Buy
+42,796
New +$1.28M 1.34% 15