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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 21-Jun-24 3:52 PM View:  | Correlate Energy Corp. (CIPI) | 14-Jun-24 | Acquisition (other) | 498,386 | $0.00 | $49.84 | 15% 3.39M to 3.89M | |
| 21-Jun-24 3:52 PM View: | Correlate Energy Corp. (CIPI) | 14-Jun-24 | Acquisition (other) | 285,602 | $0.00 | $28.56 | 7% 3.89M to 4.18M | |
| 27-Oct-23 8:04 AM View: | Correlate Energy Corp. (CIPI) | 24-Oct-23 | Purchase | 4,154 | -- | -- | < 1% 3.39M to 3.39M | |
| 27-Oct-23 8:04 AM View: | Correlate Energy Corp. (CIPI) | 24-Oct-23 | Purchase | 2,423 | -- | -- | < 1% 3.39M to 3.39M |