Gleason Group’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,250	Closed	-$92K	–	238
2022 Q3	$92K	Hold	1,250	–	–	0.03%	89
2022 Q2	$135K	Buy	1,250 +250	+25%	+$27K	0.05%	79
2022 Q1	$117K	Buy	+1,000	New	+$117K	0.03%	87