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QTR Family Wealth’s ProShares Large Cap Core Plus CSM Stock Holding History

QTR Family Wealth’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$725K Sell
10,293
-15
-0.1% -$1.06K 0.45% 51
2025
Q1 		$657K Buy
+10,308
New +$657K 0.5% 48