Capital Performance Advisors’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Sell
5,634
-284
-5% -$30K 0.12% 95
2025
Q1
$570K Buy
5,918
+734
+14% +$70.7K 0.13% 88
2024
Q4
$490K Buy
5,184
+1,669
+47% +$158K 0.16% 57
2024
Q3
$273K Buy
+3,515
New +$273K 0.08% 86