Engle Capital Management’s Capital One COF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,000	Closed	-$2.87M	–	26
2025 Q1	$2.87M	Sell	16,000 -34,400	-68%	-$6.17M	1.04%	21
2024 Q4	$8.99M	Buy	+50,400	New	+$8.99M	2.69%	16