Cape Investment Advisory’s Joby Aviation JOBY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-550	Closed	-$7.26K	–	724
2025 Q4	$7.26K	Buy	550 +200	+57%	+$3.07K	﹤0.01%	818
2025 Q3	$5.65K	Hold	350	–	–	0.01%	496
2025 Q2	$3.69K	Hold	350	–	–	﹤0.01%	822
2025 Q1	$2.11K	Hold	350	–	–	﹤0.01%	885
2024 Q4	$2.85K	Sell	350 -947	-73%	-$6.28K	﹤0.01%	836
2024 Q3	$6.52K	Hold	1,297	–	–	﹤0.01%	647
2024 Q2	$6.62K	Hold	1,297	–	–	﹤0.01%	602
2024 Q1	$6.95K	Sell	1,297 -141	-10%	-$800	﹤0.01%	600
2023 Q4	$9.56K	Sell	1,438 -47	-3%	-$290	﹤0.01%	675
2023 Q3	$9.58K	Buy	1,485 +150	+11%	+$1.18K	0.01%	559
2023 Q2	$13.7K	Buy	1,335 +285	+27%	+$1.54K	0.01%	497
2023 Q1	$4.56K	Buy	+1,050	New	+$4.34K	﹤0.01%	690