Kelman-Lazarov Inc’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,303	Closed	-$546K	–	83
2022 Q1	$546K	Buy	6,303 +233	+4%	+$20.2K	0.18%	46
2021 Q4	$564K	Sell	6,070 -18	-0.3%	-$1.67K	0.18%	50
2021 Q3	$507K	Buy	6,088 +963	+19%	+$80.2K	0.18%	50
2021 Q2	$425K	Buy	+5,125	New	+$425K	0.15%	50