D. Scott Neal’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,564
Closed -$266K 66
2023
Q1
$266K Buy
8,564
+1,300
+18% +$40.4K 0.15% 55
2022
Q4
$219K Buy
+7,264
New +$219K 0.11% 57