Trivest Advisors’s ZoomInfo Technologies GTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-20,000
Closed -$1.22M 26
2021
Q3
$1.22M Buy
20,000
+5,000
+33% +$306K 0.14% 11
2021
Q2
$783K Buy
+15,000
New +$783K 0.08% 30