CAPTRUST Financial Advisors’s BM Technologies, Inc. BMTX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-62	Closed	–	–	4221
2022 Q2	$0	Sell	62 -101	-62%	–	﹤0.01%	5184
2022 Q1	$1K	Sell	163 -102	-38%	-$626	﹤0.01%	4775
2021 Q4	$2K	Sell	265 -259	-49%	-$1.96K	﹤0.01%	4463
2021 Q3	$5K	Buy	+524	New	+$5K	﹤0.01%	3972