Capital Performance Advisors’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Buy	+2,497	New	+$321K	0.06%	147
2024 Q4	–	Sell	-1,014	Closed	-$101K	–	2631
2024 Q3	$101K	Buy	+1,014	New	+$101K	0.03%	193