KMG Fiduciary Partners’s Direxion NASDAQ-100 Equal Weighted Index Shares QQQE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$610K Sell
6,205
-16,168
-72% -$1.59M 0.05% 219
2025
Q1
$1.95M Sell
22,373
-781
-3% -$68.1K 0.16% 133
2024
Q4
$2.08M Buy
23,154
+1,382
+6% +$124K 0.17% 124
2024
Q3
$1.96M Buy
+21,772
New +$1.96M 0.17% 127