OneDigital Investment Advisors’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	$239K	Sell	18,947 -7,959	-30%	-$100K	﹤0.01%	1296
2025 Q1	$346K	Sell	26,906 -4,652	-15%	-$59.8K	﹤0.01%	1020
2024 Q4	$426K	Sell	31,558 -381	-1%	-$5.14K	﹤0.01%	954
2024 Q3	$428K	Buy	+31,939	New	+$428K	﹤0.01%	998