Lord & Richards Wealth Management’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.16M	Buy	65,468 +10,851	+20%	+$523K	3.3%	7
2025 Q1	$2.43M	Buy	54,617 +33,622	+160%	+$1.49M	2.75%	6
2024 Q4	$981K	Buy	+20,995	New	+$981K	2.07%	11