Belpointe Asset Management’s Cass Information Systems CASS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-33	Closed	-$1.43K	–	1000
2023 Q1	$1.43K	Buy	33 +16	+94%	+$693	﹤0.01%	3402
2022 Q4	$779	Buy	+17	New	+$779	﹤0.01%	3483