Trademark Financial Management’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,412
Closed -$208K 94
2025
Q1
$208K Sell
6,412
-1,461
-19% -$47.4K 0.16% 84
2024
Q4
$258K Buy
7,873
+1,816
+30% +$59.5K 0.2% 81
2024
Q3
$202K Buy
+6,057
New +$202K 0.16% 92