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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 07-Feb-24 4:13 PM View:  | Coastal Financial Corp (CCB) | 06-Feb-24 | Sale | 17 | $38.08 | $647.36 | (< 1%) 14.93K to 14.91K | |
| 07-Feb-24 4:13 PM View: | Coastal Financial Corp (CCB) | 05-Feb-24 | Grant | 1,630 | -- | -- | 12% 13.52K to 15.15K | |
| 07-Feb-24 4:13 PM View: | Coastal Financial Corp (CCB) | 05-Feb-24 | Sale | 229 | $38.00 | $8,702.00 | (2%) 15.15K to 14.93K |