Elevate Wealth Advisory’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$101K	Hold	1,650	–	–	0.07%	87
2025 Q1	$106K	Sell	1,650 -265	-14%	-$17.1K	0.08%	80
2024 Q4	$115K	Buy	1,915 +1,356	+243%	+$81.6K	0.09%	73
2024 Q3	$36K	Hold	559	–	–	0.03%	97
2024 Q2	$34.7K	Buy	+559	New	+$34.7K	0.03%	90