Capital Performance Advisors’s HubSpot HUBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-433	Closed	-$247K	–	294
2025 Q1	$247K	Buy	433 +82	+23%	+$46.8K	0.05%	198
2024 Q4	$245K	Buy	351 +140	+66%	+$97.6K	0.08%	121
2024 Q3	$112K	Buy	+211	New	+$112K	0.03%	181