WealthPLAN Partners’s Strive MidCap ETF STXM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.26M	Sell	47,583 -2,842	-6%	-$75K	0.2%	110
2025 Q1	$1.24M	Buy	50,425 +3,533	+8%	+$86.8K	0.17%	112
2024 Q4	$1.22M	Sell	46,892 -6,694	-12%	-$174K	0.17%	117
2024 Q3	$1.39M	Hold	53,586	–	–	0.19%	112
2024 Q2	$1.29M	Buy	+53,586	New	+$1.29M	0.14%	132