Capital Performance Advisors’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$298K	Buy	964 +42	+5%	+$13K	0.06%	159
2025 Q1	$241K	Buy	+922	New	+$241K	0.05%	203
2024 Q4	–	Sell	-38	Closed	-$10.5K	–	204
2024 Q3	$10.5K	Buy	+38	New	+$10.5K	﹤0.01%	827