Congress Wealth Management’s Congress SMid Growth ETF CSMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.48M	Buy	272,040 +24,723	+10%	+$771K	0.08%	280
2025 Q1	$6.84M	Buy	247,317 +45,286	+22%	+$1.25M	0.08%	273
2024 Q4	$6.04M	Buy	202,031 +182,687	+944%	+$5.47M	0.08%	262
2024 Q3	$579K	Buy	19,344 +5,641	+41%	+$169K	0.01%	612
2024 Q2	$393K	Buy	+13,703	New	+$393K	0.01%	566