Morton Brown Family Wealth’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$290K	Buy	7,166 +316	+5%	+$12.8K	0.09%	48
2025 Q1	$249K	Sell	6,850 -557	-8%	-$20.3K	0.08%	48
2024 Q4	$253K	Buy	+7,407	New	+$253K	0.09%	53
2023 Q2	–	Sell	-462	Closed	-$14.8K	–	275
2023 Q1	$14.8K	Buy	+462	New	+$14.8K	0.01%	112