Copperleaf Capital’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-15,538	Closed	-$1.73M	–	63
2020 Q4	$1.73M	Buy	15,538 +7,033	+83%	+$782K	1.48%	21
2020 Q3	$797K	Buy	8,505 +671	+9%	+$62.9K	0.77%	40
2020 Q2	$686K	Sell	7,834 -158	-2%	-$13.8K	0.71%	40
2020 Q1	$570K	Buy	+7,992	New	+$570K	0.68%	35