Cape Investment Advisory’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.88K	Buy	+47	New	+$4.88K	﹤0.01%	758
2024 Q1	–	Sell	-24	Closed	-$1.66K	–	1139
2023 Q4	$1.66K	Buy	+24	New	+$1.66K	﹤0.01%	955