TFR Capital’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.39M	Buy	11,676 +648	+6%	+$133K	0.87%	28
2025 Q1	$1.88M	Sell	11,028 -912	-8%	-$156K	0.78%	40
2024 Q4	$2.17M	Buy	+11,940	New	+$2.17M	1.08%	28