Family Asset Management’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,114	Closed	-$68.9K	–	192
2023 Q2	$68.9K	Hold	3,114	–	–	0.05%	132
2023 Q1	$69.3K	Hold	3,114	–	–	0.05%	125
2022 Q4	$67.2K	Buy	+3,114	New	+$67.2K	0.06%	113