Cape Investment Advisory’s Teladoc Health TDOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-253	Closed	-$1.77K	–	1095
2025 Q4	$1.77K	Sell	253 -100	-28%	-$783	﹤0.01%	1122
2025 Q3	$2.73K	Hold	353	–	–	﹤0.01%	629
2025 Q2	$3.08K	Hold	353	–	–	﹤0.01%	857
2025 Q1	$2.81K	Sell	353 -35	-9%	-$354	﹤0.01%	846
2024 Q4	$3.53K	Hold	388	–	–	﹤0.01%	806
2024 Q3	$3.56K	Sell	388 -81	-17%	-$670	﹤0.01%	766
2024 Q2	$4.59K	Hold	469	–	–	﹤0.01%	680
2024 Q1	$7.08K	Sell	469 -97	-17%	-$1.76K	﹤0.01%	597
2023 Q4	$12.2K	Hold	566	–	–	0.01%	622
2023 Q3	$10.5K	Hold	566	–	–	0.01%	543
2023 Q2	$14.3K	Sell	566 -30	-5%	-$755	0.01%	492
2023 Q1	$15.4K	Buy	+596	New	+$15.9K	0.01%	466