CFO
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Callan Family Office’s PTC PTC Stock Holding History

Callan Family Office’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$649K Buy
3,768
+1,879
+99% +$324K 0.02% 506
2025
Q1 		$293K Sell
1,889
-243
-11% -$37.7K 0.02% 433
2024
Q4 		$392K Buy
+2,132
New +$392K 0.02% 423