Ellsworth Advisors’s Intapp INTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,821	Closed	-$335K	–	187
2023 Q4	$335K	Buy	8,821 +255	+3%	+$9.7K	0.11%	145
2023 Q3	$306K	Buy	8,566 +286	+3%	+$10.2K	0.11%	143
2023 Q2	$347K	Buy	+8,280	New	+$347K	0.12%	137