Harbor Investment Advisory’s Congress SMid Growth ETF CSMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$62K	Sell	1,990 -150	-7%	-$4.68K	0.01%	584
2025 Q1	$59.2K	Sell	2,140 -750	-26%	-$20.7K	0.01%	567
2024 Q4	$86.5K	Buy	2,890 +1,528	+112%	+$45.7K	0.01%	480
2024 Q3	$40.7K	Buy	+1,362	New	+$40.7K	﹤0.01%	625