Roxbury Financial’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$825K	Sell	19,894 -1,650	-8%	-$68.4K	0.8%	35
2025 Q1	$882K	Buy	21,544 +1,503	+7%	+$61.5K	0.86%	36
2024 Q4	$895K	Buy	+20,041	New	+$895K	0.86%	36