Blue Bell Private Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96.3K	Sell	1,850 -200	-10%	-$10.1K	0.01%	342
2025 Q4	$91.1K	Hold	2,050	–	–	0.01%	342
2025 Q3	$91.6K	Hold	2,050	–	–	0.01%	326
2025 Q2	$86.4K	Hold	2,050	–	–	0.01%	325
2025 Q1	$83.3K	Hold	2,050	–	–	0.02%	310
2024 Q4	$78.1K	Hold	2,050	–	–	0.01%	309
2024 Q3	$77.1K	Hold	2,050	–	–	0.01%	307
2024 Q2	$67K	Hold	2,050	–	–	0.01%	323
2024 Q1	$66.7K	Sell	2,050 -1,200	-37%	-$37K	0.01%	316
2023 Q4	$102K	Sell	3,250 -650	-17%	-$19.8K	0.02%	239
2023 Q3	$119K	Hold	3,900	–	–	0.03%	182
2023 Q2	$119K	Sell	3,900 -200	-5%	-$6.12K	0.03%	179
2023 Q1	$126K	Hold	4,100	–	–	0.04%	158
2022 Q4	$129K	Buy	+4,100	New	+$127K	0.04%	143
2021 Q4	–	Sell	-4,600	Closed	-$135K	–	849
2021 Q3	$135K	Sell	4,600 -100	-2%	-$2.99K	0.04%	83
2021 Q2	$141K	Buy	+4,700	New	+$138K	0.04%	87