Koss-Olinger Consulting’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,715	Closed	-$320K	–	309
2023 Q2	$320K	Hold	4,715	–	–	0.04%	177
2023 Q1	$348K	Hold	4,715	–	–	0.04%	162
2022 Q4	$319K	Sell	4,715 -3	-0.1%	-$203	0.05%	156
2022 Q3	$347K	Buy	+4,718	New	+$347K	0.06%	129