Drive Wealth Management’s Constrained Capital ESG Orphans ETF ORFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-20,400
Closed -$395K 315
2023
Q2
$395K Hold
20,400
0.15% 140
2023
Q1
$410K Buy
20,400
+2,400
+13% +$48.3K 0.17% 141
2022
Q4
$372K Buy
+18,000
New +$372K 0.19% 127