Patriot Financial Group Insurance Agency’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-575	Closed	-$30K	–	1723
2022 Q2	$30K	Buy	575 +2	+0.3%	+$104	0.01%	894
2022 Q1	$36K	Buy	+573	New	+$36K	0.01%	885