Spartan Planning & Wealth Management’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.84M	Buy	167,434 +12,250	+8%	+$281K	3.29%	10
2025 Q1	$3.49M	Sell	155,184 -527	-0.3%	-$11.8K	3.38%	9
2024 Q4	$3.86M	Buy	+155,711	New	+$3.86M	3.53%	8
2023 Q4	$3.73M	Buy	152,931 +108,169	+242%	+$2.64M	3.97%	9
2023 Q3	$1.12M	Buy	+44,762	New	+$1.12M	1.32%	16