Capital Planning’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-880	Closed	-$230K	–	76
2021 Q3	$230K	Hold	880	–	–	0.09%	66
2021 Q2	$341K	Hold	880	–	–	0.14%	56
2021 Q1	$283K	Hold	880	–	–	0.12%	56
2020 Q4	$297K	Buy	+880	New	+$297K	0.14%	60