55I LLC’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$1.29M	Buy	8,971 +5,644	+170%	+$812K	0.04%	222
2022 Q2	$549K	Buy	+3,327	New	+$549K	0.02%	339
2021 Q4	–	Sell	-2,029	Closed	-$550K	–	498
2021 Q3	$550K	Buy	+2,029	New	+$550K	0.02%	309