Optivise Advisory Services’s HCM Defender 500 Index ETF LGH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.06M	Buy	147,981 +41,711	+39%	+$2.27M	4.12%	3
2025 Q1	$5.13M	Sell	106,270 -65,662	-38%	-$3.17M	2.88%	4
2024 Q4	$8.95M	Buy	171,932 +48,424	+39%	+$2.52M	4.82%	3
2024 Q3	$6.27M	Sell	123,508 -3,156	-2%	-$160K	3.3%	4
2024 Q2	$6.27M	Buy	+126,664	New	+$6.27M	3.38%	3