Montis Financial’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$485K	Sell	857 -4	-0.5%	-$2.27K	0.13%	88
2025 Q1	$460K	Buy	861 +3	+0.3%	+$1.6K	0.14%	93
2024 Q4	$489K	Sell	858 -13	-1%	-$7.41K	0.15%	88
2024 Q3	$496K	Buy	+871	New	+$496K	0.18%	67