CWM

Circle Wealth Management’s Alpha Tau Medical DRTS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,500	Closed	-$55K	–	188
2023 Q3	$55K	Hold	14,500	–	–	﹤0.01%	196
2023 Q2	$63.4K	Hold	14,500	–	–	0.01%	158
2023 Q1	$41.6K	Buy	+14,500	New	+$41.6K	0.01%	161