Fort Point Capital Partners’s iShares US Utilities ETF IDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-36,900	Closed	-$3.09M	–	284
2023 Q1	$3.09M	Sell	36,900 -38,450	-51%	-$3.22M	0.47%	41
2022 Q4	$6.52M	Buy	75,350 +67,373	+845%	+$5.83M	1.02%	20
2022 Q3	$647K	Buy	7,977 +320	+4%	+$26K	0.11%	124
2022 Q2	$655K	Buy	+7,657	New	+$655K	0.11%	126