Atomi Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$490K	Hold	4,219	–	–	0.02%	606
2025 Q1	$432K	Buy	4,219 +6	+0.1%	+$614	0.02%	593
2024 Q4	$465K	Buy	4,213 +462	+12%	+$50.9K	0.02%	513
2024 Q3	$408K	Hold	3,751	–	–	0.03%	536
2024 Q2	$390K	Buy	+3,751	New	+$390K	0.03%	472