Charter Oak Capital Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-204	Closed	-$5K	–	840
2021 Q1	$5K	Hold	204	–	–	﹤0.01%	632
2020 Q4	$5K	Buy	+204	New	+$5K	﹤0.01%	599