Kapstone Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,102	Closed	-$257K	–	99
2023 Q3	$257K	Sell	2,102 -9	-0.4%	-$1.1K	0.23%	77
2023 Q2	$270K	Sell	2,111 -16	-0.8%	-$2.05K	0.22%	79
2023 Q1	$284K	Sell	2,127 -46	-2%	-$6.15K	0.26%	74
2022 Q4	$298K	Buy	+2,173	New	+$298K	0.27%	74