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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DEL | -1 | Exited | 13F | ||||
| CCLD | CARECLOUD INC | -28,990 | Exited | 13F | ||||
| ETY | EATON VANCE TAX-MANAGED DIVE | -179,813 | Exited | 13F | ||||
| ENPH | ENPHASE ENERGY INC | -10,380 | Exited | 13F | ||||
| ETSY | ETSY INC | -16,963 | Exited | 13F | ||||
| NMAI | NUVEEN MULTI ASSET INCOME FU | -287,763 | Exited | 13F | ||||
| QCOM | QUALCOMM INC | -2,225 | Exited | 13F | ||||
| SPYM | SPDR SERIES TRUST | -3,397 | Exited | 13F | ||||
| UTHR | UNITED THERAPEUTICS CORP DEL | -4,345 | Exited | 13F | ||||
| UPLD | UPLAND SOFTWARE INC | -27,192 | Exited | 13F | ||||
| ZM | ZOOM COMMUNICATIONS INC | -36,838 | Exited | 13F | ||||
| ITRN | ITURAN LOCATION AND CONTROL | -4,623 | Exited | 13F |