Clear Point Advisors’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
2024 Q4	–	Sell	-307	Closed	-$18.8K	–	294
2024 Q3	$18.8K	Sell	307 -699	-69%	-$42.7K	0.01%	285
2024 Q2	$58.9K	Buy	1,006 +1	+0.1%	+$59	0.05%	180
2024 Q1	$56.2K	Buy	1,005 +1	+0.1%	+$56	0.05%	187
2023 Q4	$53.1K	Buy	+1,004	New	+$53.1K	0.05%	184