Farther Finance Advisors’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	$354	Sell	74 -40	-35%	-$244	﹤0.01%	5346
2025 Q4	$756	Sell	114 -258	-69%	-$2.44K	﹤0.01%	4971
2025 Q3	$4.06K	Sell	372 -1	-0.3%	-$11	﹤0.01%	3852
2025 Q2	$5.25K	Buy	373 +281	+305%	+$3.77K	﹤0.01%	3342
2025 Q1	$1.12K	Buy	92 +49	+114%	+$817	﹤0.01%	3575
2024 Q4	$911	Sell	43 -204	-83%	-$5.05K	﹤0.01%	3278
2024 Q3	$6.77K	Hold	247	–	–	﹤0.01%	2527
2024 Q2	$7.3K	Buy	247 +34	+16%	+$1.11K	﹤0.01%	2207
2024 Q1	$7.76K	Sell	213 -177	-45%	-$6.94K	﹤0.01%	1862
2023 Q4	$18.3K	Buy	390 +297	+319%	+$16.6K	﹤0.01%	1357
2023 Q3	$9.2K	Sell	93 -18	-16%	-$2.61K	﹤0.01%	1314
2023 Q2	$19.5K	Buy	111 +54	+95%	+$9.47K	﹤0.01%	1010
2023 Q1	$12K	Buy	57 +17	+43%	+$3.7K	﹤0.01%	1050
2022 Q4	$7.59K	Buy	+40	New	+$9.72K	﹤0.01%	1040