Concurrent Investment Advisors’s SoFi Select 500 ETF SFY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.45M	Buy	37,638 +3,470	+10%	+$410K	0.09%	243
2025 Q1	$3.48M	Buy	34,168 +264	+0.8%	+$26.9K	0.08%	243
2024 Q4	$3.69M	Buy	+33,904	New	+$3.69M	0.1%	205