Carmel Capital Partners’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
2023 Q4	–	Sell	-438	Closed	-$35.7K	–	291
2023 Q3	$35.7K	Hold	438	–	–	0.02%	277
2023 Q2	$36.9K	Hold	438	–	–	0.02%	222
2023 Q1	$34.2K	Buy	+438	New	+$34.2K	0.02%	267