3Chopt Investment Partners’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-43,808	Closed	-$2.25M	–	132
2023 Q2	$2.25M	Sell	43,808 -418	-0.9%	-$21.5K	1.13%	24
2023 Q1	$2.23M	Buy	44,226 +5,194	+13%	+$262K	1.19%	25
2022 Q4	$1.93M	Buy	+39,032	New	+$1.93M	1.05%	32