Painted Porch Advisors’s Amphenol APH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$180K	Sell	1,827 -170	-9%	-$16.8K	0.07%	73
2025 Q1	$131K	Sell	1,997 -1,392	-41%	-$91.3K	0.05%	86
2024 Q4	$235K	Buy	3,389 +1,077	+47%	+$74.8K	0.12%	63
2024 Q3	$151K	Hold	2,312	–	–	0.08%	79
2024 Q2	$156K	Buy	+2,312	New	+$156K	0.09%	68