Kuhn & Co Investment Counsel’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$994K	Buy	23,974 +11,183	+87%	+$464K	0.75%	38
2025 Q1	$501K	Buy	12,791 +4,175	+48%	+$163K	0.42%	78
2024 Q4	$355K	Buy	8,616 +2,331	+37%	+$96K	0.3%	97
2024 Q3	$260K	Buy	+6,285	New	+$260K	0.22%	114