Valmark Advisers’s Health Catalyst HCAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-120,000	Closed	-$904K	–	565
2024 Q1	$904K	Sell	120,000 -10,000	-8%	-$75.3K	0.02%	282
2023 Q4	$1.2M	Buy	+130,000	New	+$1.2M	0.02%	225