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WNEIC Flagship Fund
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Risk-Adjusted Performance
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Asset Allocation


BondBondEquityEquity
PositionCategory/SectorWeight
ATVI
Activision Blizzard, Inc.
Communication Services
0%
BIL
SPDR Barclays 1-3 Month T-Bill ETF
Government Bonds
0%
CROX
Crocs, Inc.
Consumer Cyclical
0%
META
Meta Platforms, Inc.
Communication Services
0%
PERI
Perion Network Ltd.
Communication Services
0%
PKI
0%
TSLA
Tesla, Inc.
Consumer Cyclical
0%
VTNR
Vertex Energy, Inc.
Energy
0%
WMPN
William Penn Bancorporation
Financial Services
0%

Transactions


DateTypeSymbolQuantityPrice
Sep 6, 2023BuyCrocs, Inc.2$98.35
Sep 6, 2023SellSPDR Barclays 1-3 Month T-Bill ETF2$91.49
Aug 14, 2023BuySPDR Barclays 1-3 Month T-Bill ETF11$91.59
Jul 28, 2023BuySPDR Barclays 1-3 Month T-Bill ETF8$91.79
Jul 24, 2023SellPKI1130.25
Jul 13, 2023SellActivision Blizzard, Inc.1$89.74
Jul 13, 2023SellMeta Platforms, Inc.1$314.33
Jul 13, 2023SellTesla, Inc.1$277.95
Jul 12, 2023BuySPDR Barclays 1-3 Month T-Bill ETF2$91.57
Apr 26, 2023BuyPerion Network Ltd.2$35.82

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