Cascadia Advisory Services’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
2021 Q3	$421K	Sell	5,062 -561	-10%	-$46.7K	0.09%	194
2021 Q2	$466K	Buy	5,623 +152	+3%	+$12.6K	0.1%	179
2021 Q1	$418K	Buy	+5,471	New	+$418K	0.09%	177
2020 Q3	$331K	Hold	5,176	–	–	0.09%	178
2020 Q2	$305K	Buy	+5,176	New	+$305K	0.09%	144