Simplicity Wealth’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	$734K	Buy	+3,451	New	+$734K	0.03%	388
2024 Q3	–	Sell	-7,548	Closed	-$1.04M	–	627
2024 Q2	$1.04M	Buy	7,548 +497	+7%	+$68.8K	0.02%	514
2024 Q1	$1.05M	Buy	+7,051	New	+$1.05M	0.03%	503