Beckerman Institutional’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$625K	Sell	38,919 -3,326	-8%	-$53.4K	0.42%	59
2025 Q1	$666K	Sell	42,245 -9,340	-18%	-$147K	0.48%	55
2024 Q4	$846K	Sell	51,585 -24,650	-32%	-$404K	0.68%	40
2024 Q3	$1.35M	Buy	+76,235	New	+$1.35M	1.14%	27