Verum Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,224	Closed	-$203K	–	143
2023 Q3	$203K	Buy	5,224 +35	+0.7%	+$1.36K	0.09%	131
2023 Q2	$210K	Buy	5,189 +23	+0.4%	+$929	0.19%	100
2023 Q1	$206K	Buy	+5,166	New	+$206K	0.22%	63