Stone House Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-49	Closed	-$3.64K	–	1097
2025 Q4	$3.64K	Buy	+49	New	+$3.53K	﹤0.01%	478
2025 Q3	–	Sell	-249	Closed	-$16K	–	737
2025 Q2	$16K	Sell	249 -619	-71%	-$39.4K	﹤0.01%	223
2025 Q1	$59.3K	Buy	+868	New	+$59.6K	0.01%	135
2024 Q4	–	Sell	-869	Closed	-$63.2K	–	165
2024 Q3	$63.2K	Buy	869 +1	+0.1%	+$72	0.01%	104
2024 Q2	$59.5K	Buy	868 +1	+0.1%	+$68	0.02%	111
2024 Q1	$60.5K	Sell	867 -358	-29%	-$24.2K	0.01%	112
2023 Q4	$79.3K	Sell	1,225 -643	-34%	-$39.3K	0.03%	69
2023 Q3	$113K	Sell	1,868 -11,361	-86%	-$714K	0.04%	51
2023 Q2	$835K	Sell	13,229 -71	-0.5%	-$4.45K	0.3%	22
2023 Q1	$818K	Buy	13,300 +201	+2%	+$12.5K	0.28%	23
2022 Q4	$838K	Buy	13,099 +2,977	+29%	+$186K	0.3%	28
2022 Q3	$584K	Sell	10,122 -368	-4%	-$22.6K	0.27%	25
2022 Q2	$636K	Buy	10,490 +2,215	+27%	+$137K	0.29%	25
2022 Q1	$543K	Buy	+8,275	New	+$527K	0.19%	28
2019 Q2	–	Sell	-31,523	Closed	-$1.4M	–	87
2019 Q1	$1.4M	Buy	31,523 +13,027	+70%	+$568K	0.73%	27
2018 Q4	$764K	Buy	+18,496	New	+$813K	0.48%	30