JMG Financial Group’s TCW Transform 500 ETF VOTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,844	Closed	-$325K	–	117
2024 Q3	$325K	Buy	4,844 +50	+1%	+$3.35K	0.01%	102
2024 Q2	$305K	Sell	4,794 -188	-4%	-$12K	0.01%	102
2024 Q1	$305K	Hold	4,982	–	–	0.01%	102
2023 Q4	$277K	Buy	+4,982	New	+$277K	0.01%	107