FirstPurpose Wealth’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,607	Closed	-$223K	–	204
2022 Q4	$223K	Sell	4,607 -282	-6%	-$13.6K	0.12%	159
2022 Q3	$210K	Buy	+4,889	New	+$210K	0.14%	136