Panoramic Investment Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,793	Closed	-$245K	–	116
2023 Q4	$245K	Buy	7,793 +233	+3%	+$7.34K	0.21%	94
2023 Q3	$215K	Buy	+7,560	New	+$215K	0.2%	92