HB Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$162K	Buy	12,819 +373	+3%	+$4.71K	﹤0.01%	1102
2025 Q1	$160K	Buy	12,446 +1,914	+18%	+$24.6K	﹤0.01%	1133
2024 Q4	$142K	Buy	10,532 +203	+2%	+$2.74K	﹤0.01%	991
2024 Q3	$138K	Buy	10,329 +198	+2%	+$2.65K	﹤0.01%	903
2024 Q2	$153K	Buy	+10,131	New	+$153K	﹤0.01%	849