Creative Planning’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,169	Closed	-$122K	–	2746
2023 Q1	$122K	Sell	10,169 -276	-3%	-$3.31K	﹤0.01%	2209
2022 Q4	$84.6K	Buy	+10,445	New	+$84.6K	﹤0.01%	2158