Optivise Advisory Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Buy	7,331 +173	+2%	+$6.15K	0.13%	155
2025 Q1	$244K	Buy	7,158 +483	+7%	+$16.5K	0.14%	154
2024 Q4	$250K	Sell	6,675 -922	-12%	-$34.6K	0.14%	145
2024 Q3	$288K	Buy	7,597 +1,550	+26%	+$58.7K	0.15%	124
2024 Q2	$209K	Buy	+6,047	New	+$209K	0.11%	174