Rokos Capital Management’s Amphenol APH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,392	Closed	-$747K	–	106
2025 Q1	$747K	Buy	11,392 +1,838	+19%	+$121K	0.01%	71
2024 Q4	$664K	Buy	+9,554	New	+$664K	0.01%	67