Capital Performance Advisors’s UiPath PATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$138K	Buy	+10,811	New	+$138K	0.03%	257
2025 Q1	–	Sell	-12,429	Closed	-$158K	–	276
2024 Q4	$158K	Buy	12,429 +7,384	+146%	+$93.9K	0.05%	157
2024 Q3	$64.6K	Buy	+5,045	New	+$64.6K	0.02%	286