Stapp Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-65,918	Closed	-$2.14M	–	25
2022 Q4	$2.14M	Buy	65,918 +3,087	+5%	+$100K	5.13%	9
2022 Q3	$1.92M	Buy	+62,831	New	+$1.92M	5.6%	8