Naviter Wealth’s MidCap Financial Investment MFIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.57M	Buy	203,259 +5,765	+3%	+$72.8K	0.32%	82
2025 Q1	$2.58M	Buy	197,494 +10,989	+6%	+$143K	0.31%	82
2024 Q4	$2.52M	Buy	+186,505	New	+$2.52M	0.3%	82