Foundations Investment Advisors’s MidCap Financial Investment MFIC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.69M	Sell	371,828 -55,552	-13%	-$701K	0.07%	210
2025 Q1	$5.5M	Buy	427,380 +27,346	+7%	+$352K	0.1%	194
2024 Q4	$5.4M	Buy	400,034 +88,468	+28%	+$1.19M	0.1%	180
2024 Q3	$4.17M	Buy	+311,566	New	+$4.17M	0.09%	195