55I LLC’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$1.74M	Buy	4,479 +2,915	+186%	+$1.13M	0.05%	199
2022 Q2	$603K	Buy	+1,564	New	+$603K	0.02%	327
2021 Q4	–	Sell	-798	Closed	-$431K	–	506
2021 Q3	$431K	Buy	+798	New	+$431K	0.01%	346