L.J. Altfest & Co’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Sell	4,904 -3,618	-42%	-$154K	0.02%	318
2025 Q1	$347K	Sell	8,522 -3,465	-29%	-$141K	0.04%	253
2024 Q4	$538K	Buy	11,987 +6,852	+133%	+$308K	0.07%	203
2024 Q3	$234K	Buy	+5,135	New	+$234K	0.03%	302