Claro Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$357K	Buy	+630	New	+$357K	0.06%	259
2023 Q1	–	Sell	-3,193	Closed	-$1.41M	–	369
2022 Q4	$1.41M	Buy	3,193 +1,931	+153%	+$855K	0.46%	52
2022 Q3	$522K	Hold	1,262	–	–	0.21%	124
2022 Q2	$522K	Buy	+1,262	New	+$522K	0.21%	124