Congress Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$963K	Buy	76,278 +46,739	+158%	+$590K	0.01%	716
2025 Q1	$380K	Buy	29,539 +945	+3%	+$12.2K	﹤0.01%	887
2024 Q4	$386K	Sell	28,594 -50,315	-64%	-$679K	0.01%	707
2024 Q3	$1.06M	Buy	78,909 +13,695	+21%	+$183K	0.01%	515
2024 Q2	$987K	Buy	+65,214	New	+$987K	0.02%	429