Level Four Financial’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$283K	Buy	+1,044	New	+$283K	0.12%	211
2021 Q1	–	Sell	-1,921	Closed	-$427K	–	290
2020 Q4	$427K	Buy	+1,921	New	+$427K	0.18%	149