Capital & Planning LLC’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.24M	Buy	20,510 +101	+0.5%	+$16K	2.2%	13
2025 Q1	$2.21M	Buy	20,409 +2,074	+11%	+$225K	1.64%	16
2024 Q4	$2.46M	Buy	+18,335	New	+$2.46M	1.8%	13