Teamwork Financial Advisors’s Pathward Financial CASH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,282	Closed	-$443K	–	186
2022 Q4	$443K	Buy	10,282 +2,213	+27%	+$95.3K	0.09%	135
2022 Q3	$266K	Buy	+8,069	New	+$266K	0.06%	175