Foundations Investment Advisors’s Main Street Capital MAIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.04M	Buy	38,524 +925	+2%	+$54.8K	0.03%	372
2025 Q4	$2.27M	Sell	37,599 -1,344	-3%	-$79.2K	0.03%	328
2025 Q3	$2.48M	Buy	38,943 +1,760	+5%	+$114K	0.04%	295
2025 Q2	$2.2M	Buy	37,183 +8,526	+30%	+$471K	0.03%	299
2025 Q1	$1.62M	Buy	28,657 +5,418	+23%	+$322K	0.03%	322
2024 Q4	$1.36M	Buy	23,239 +8,061	+53%	+$430K	0.03%	351
2024 Q3	$761K	Sell	15,178 -776	-5%	-$38.8K	0.02%	416
2024 Q2	$806K	Sell	15,954 -78,402	-83%	-$3.83M	0.02%	384
2024 Q1	$4.46M	Buy	94,356 +392	+0.4%	+$17.7K	0.12%	147
2023 Q4	$4.22M	Buy	93,964 +14,565	+18%	+$595K	0.11%	141
2023 Q3	$3.23M	Buy	79,399 +7,992	+11%	+$326K	0.1%	160
2023 Q2	$2.86M	Buy	71,407 +66,078	+1,240%	+$2.62M	0.09%	153
2023 Q1	$210K	Sell	5,329 -182	-3%	-$7.17K	0.01%	472
2022 Q4	$204K	Buy	+5,511	New	+$201K	0.01%	410
2020 Q2	–	Sell	-18,565	Closed	-$341K	–	171
2020 Q1	$341K	Buy	18,565 +3,712	+25%	+$139K	0.04%	87
2019 Q4	$644K	Buy	+14,853	New	+$635K	0.08%	81