Baker Tilly Wealth Management’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,457	Closed	-$399K	–	511
2022 Q2	$399K	Sell	1,457 -72	-5%	-$19.7K	0.05%	358
2022 Q1	$608K	Sell	1,529 -76	-5%	-$30.2K	0.07%	292
2021 Q4	$611K	Buy	1,605 +606	+61%	+$231K	0.07%	315
2021 Q3	$399K	Buy	+999	New	+$399K	0.05%	366