Circle Wealth Management’s Health Catalyst HCAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-8,255	Closed	-$359K	–	185
2020 Q4	$359K	Buy	8,255 +1,500	+22%	+$65.2K	0.05%	174
2020 Q3	$247K	Buy	+6,755	New	+$247K	0.04%	177