Circle Wealth Management’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Sell	14,986 -5,405	-27%	-$421K	0.03%	103
2025 Q1	$1.5M	Buy	20,391 +13,629	+202%	+$1.01M	0.03%	94
2024 Q4	$552K	Buy	+6,762	New	+$552K	0.01%	160