Cape Investment Advisory’s Sony SONY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$106K	Sell	4,070 -530	-12%	-$13.8K	0.04%	256
2025 Q1	$117K	Hold	4,600	–	–	0.05%	227
2024 Q4	$97.3K	Sell	4,600 -675	-13%	-$14.3K	0.04%	244
2024 Q3	$102K	Buy	5,275 +1,550	+42%	+$29.9K	0.04%	233
2024 Q2	$63.3K	Buy	+3,725	New	+$63.3K	0.03%	266