Avantra Family Wealth’s Cadence Design Systems CDNS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$450K	Sell	1,460 -14	-0.9%	-$4.31K	0.37%	79
2025 Q1	$375K	Buy	1,474 +480	+48%	+$122K	0.36%	97
2024 Q4	$299K	Buy	+994	New	+$299K	0.28%	118