Painted Porch Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Sell
2,097
-734
-26% -$116K 0.14% 52
2025
Q1
$307K Sell
2,831
-305
-10% -$33.1K 0.13% 52
2024
Q4
$421K Buy
3,136
+380
+14% +$51K 0.21% 49
2024
Q3
$335K Sell
2,756
-1,770
-39% -$215K 0.17% 49
2024
Q2
$559K Buy
4,526
+196
+5% +$24.2K 0.32% 38
2024
Q1
$391K Buy
+4,330
New +$391K 0.24% 44