West Oak Capital’s Surf Air Mobility SRFM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$37	Hold	883	–	–	﹤0.01%	265
2025 Q1	$28	Hold	883	–	–	﹤0.01%	268
2024 Q4	$55K	Buy	883 +26	+3%	+$1.62K	﹤0.01%	257
2024 Q3	$11	Hold	857	–	–	﹤0.01%	282
2024 Q2	$2.31K	Buy	+857	New	+$2.31K	﹤0.01%	290