Evernest Financial Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.1M	Buy	406,512 +11,836	+3%	+$322K	3.58%	5
2025 Q1	$9.96M	Buy	394,676 +39,702	+11%	+$1M	3.58%	7
2024 Q4	$9.54M	Buy	354,974 +94,559	+36%	+$2.54M	2.48%	12
2024 Q3	$7.15M	Buy	+260,415	New	+$7.15M	1.93%	13