RMR Wealth Builders’s Main Street Capital MAIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$673K	Sell	12,712 -209	-2%	-$12.4K	0.05%	148
2025 Q4	$780K	Sell	12,921 -254	-2%	-$15K	0.06%	133
2025 Q3	$838K	Buy	13,175 +27	+0.2%	+$1.75K	0.07%	125
2025 Q2	$777K	Sell	13,148 -1,113	-8%	-$61.5K	0.07%	137
2025 Q1	$807K	Buy	14,261 +121	+0.9%	+$7.19K	0.08%	117
2024 Q4	$828K	Buy	14,140 +832	+6%	+$44.3K	0.09%	121
2024 Q3	$667K	Sell	13,308 -1,644	-11%	-$82.2K	0.07%	128
2024 Q2	$755K	Buy	14,952 +155	+1%	+$7.56K	0.09%	114
2024 Q1	$700K	Buy	14,797 +28	+0.2%	+$1.26K	0.08%	123
2023 Q4	$638K	Sell	14,769 -533	-3%	-$21.8K	0.09%	120
2023 Q3	$622K	Sell	15,302 -126	-0.8%	-$5.14K	0.1%	117
2023 Q2	$618K	Buy	15,428 +1,447	+10%	+$57.4K	0.11%	98
2023 Q1	$552K	Buy	+13,981	New	+$551K	0.1%	96
2021 Q2	–	Sell	-3,561	Closed	-$139K	–	468
2021 Q1	$139K	Buy	3,561 +532	+18%	+$18.7K	0.04%	233
2020 Q4	$98K	Sell	3,029 -23,618	-89%	-$725K	0.05%	204
2020 Q3	$788K	Buy	26,647 +25,229	+1,779%	+$773K	0.2%	79
2020 Q2	$44K	Buy	+1,418	New	+$40K	0.04%	238
2019 Q4	$108K	Buy	+2,514	New	+$108K	0.1%	164