Rockingstone Advisors’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-993	Closed	-$201K	–	109
2023 Q3	$201K	Buy	993 +1	+0.1%	+$203	0.11%	112
2023 Q2	$210K	Buy	+992	New	+$210K	0.12%	105