Graham Capital Wealth Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-117	Closed	-$234K	–	59
2023 Q1	$234K	Buy	+117	New	+$234K	0.03%	164
2022 Q3	–	Sell	-8,397	Closed	-$1.39M	–	80
2022 Q2	$1.39M	Buy	8,397 +110	+1%	+$18.2K	1.22%	31
2022 Q1	$1.76M	Buy	+8,287	New	+$1.76M	1.56%	24