Patriot Financial Group Insurance Agency’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,556	Closed	-$220K	–	445
2022 Q3	$220K	Buy	3,556 +2,424	+214%	+$150K	0.05%	352
2022 Q2	$75K	Buy	1,132 +241	+27%	+$16K	0.02%	618
2022 Q1	$71K	Buy	+891	New	+$71K	0.01%	682