JDH Wealth Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.23M Buy
354,933
+56,273
+19% +$1.15M 5.54% 6
2025
Q1
$5.81M Sell
298,660
-5,422
-2% -$105K 4.98% 6
2024
Q4
$6.58M Buy
+304,082
New +$6.58M 5.77% 6