CAPTRUST Financial Advisors’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,402	Closed	-$7K	–	4546
2022 Q2	$7K	Buy	1,402 +1,329	+1,821%	+$6.64K	﹤0.01%	3958
2022 Q1	$1K	Sell	73 -527	-88%	-$7.22K	﹤0.01%	4813
2021 Q4	$5K	Sell	600 -31	-5%	-$258	﹤0.01%	4120
2021 Q3	$7K	Buy	+631	New	+$7K	﹤0.01%	3833