Creative Financial Designs’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5	Hold	1	–	–	﹤0.01%	2155
2025 Q4	$7	Hold	1	–	–	﹤0.01%	2057
2025 Q3	$11	Sell	1 -26	-96%	-$298	﹤0.01%	2043
2025 Q2	$376	Hold	27	–	–	﹤0.01%	1908
2025 Q1	$323	Hold	27	–	–	﹤0.01%	1949
2024 Q4	$571	Hold	27	–	–	﹤0.01%	1731
2024 Q3	$732	Hold	27	–	–	﹤0.01%	1603
2024 Q2	$806	Hold	27	–	–	﹤0.01%	1555
2024 Q1	$1.01K	Hold	27	–	–	﹤0.01%	1547
2023 Q4	$1.25K	Hold	27	–	–	﹤0.01%	1484
2023 Q3	$2.65K	Hold	27	–	–	﹤0.01%	1289
2023 Q2	$4.69K	Hold	27	–	–	﹤0.01%	1193
2023 Q1	$5.59K	Sell	27 -50	-65%	-$10.9K	﹤0.01%	1084
2022 Q4	$14.6K	Hold	77	–	–	﹤0.01%	828
2022 Q3	$23K	Buy	77 +50	+185%	+$15.2K	﹤0.01%	700
2022 Q2	$7K	Hold	27	–	–	﹤0.01%	928
2022 Q1	$11K	Hold	27	–	–	﹤0.01%	882
2021 Q4	$10K	Sell	27 -214	-89%	-$94.8K	﹤0.01%	899
2021 Q3	$96K	Buy	241 +95	+65%	+$44.2K	0.02%	444
2021 Q2	$102K	Buy	+146	New	+$77.3K	0.02%	441