SwitchPoint Financial Planning’s Cadence Design Systems CDNS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.19M	Buy	10,346 +4	+0%	+$1.23K	2.61%	8
2025 Q1	$2.63M	Hold	10,342	–	–	2.49%	11
2024 Q4	$3.11M	Buy	+10,342	New	+$3.11M	2.98%	7