Sandbox Financial Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,221	Closed	-$228K	–	99
2023 Q4	$228K	Sell	4,221 -1,443	-25%	-$70.5K	0.11%	80
2023 Q3	$275K	Sell	5,664 -504	-8%	-$26.8K	0.15%	72
2023 Q2	$348K	Buy	6,168 +2,346	+61%	+$129K	0.18%	68
2023 Q1	$206K	Sell	3,822 -55	-1%	-$2.93K	0.12%	83
2022 Q4	$204K	Sell	3,877 -1,164	-23%	-$59.1K	0.14%	80
2022 Q3	$238K	Sell	5,041 -717	-12%	-$37.2K	0.17%	67
2022 Q2	$290K	Buy	5,758 +114	+2%	+$6.21K	0.21%	63
2022 Q1	$344K	Sell	5,644 -1,252	-18%	-$74.6K	0.2%	60
2021 Q4	$454K	Sell	6,896 -507	-7%	-$32.5K	0.28%	43
2021 Q3	$465K	Sell	7,403 -691	-9%	-$44.1K	0.33%	38
2021 Q2	$487K	Buy	+8,094	New	+$468K	0.36%	37