Catalyst Financial Partners’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$305K	Buy	986 +126	+15%	+$39K	0.03%	232
2025 Q1	$225K	Buy	860 +33	+4%	+$8.64K	0.04%	251
2024 Q4	$244K	Buy	827 +61	+8%	+$18K	0.05%	239
2024 Q3	$211K	Buy	+766	New	+$211K	0.04%	262