Summit Place Financial Advisors’s HubSpot HUBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,160	Closed	-$914K	–	97
2022 Q4	$914K	Buy	3,160 +1,210	+62%	+$350K	0.75%	50
2022 Q3	$527K	Sell	1,950 -1,335	-41%	-$361K	0.49%	63
2022 Q2	$988K	Buy	3,285 +965	+42%	+$290K	0.83%	49
2022 Q1	$1.1M	Buy	+2,320	New	+$1.1M	0.74%	56