Concurrent Investment Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$716K	Buy	17,261 +2,185	+14%	+$90.6K	0.01%	713
2025 Q1	$590K	Buy	15,076 +4,260	+39%	+$167K	0.01%	694
2024 Q4	$445K	Buy	+10,816	New	+$445K	0.01%	692