Calton & Associates’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-767	Closed	-$259K	–	435
2020 Q4	$259K	Buy	767 +210	+38%	+$70.9K	0.05%	296
2020 Q3	$262K	Sell	557 -426	-43%	-$200K	0.05%	258
2020 Q2	$249K	Buy	+983	New	+$249K	0.05%	257