1248 Management’s Arista Networks ANET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Hold	10,438	–	–	0.39%	49
2025 Q1	$809K	Sell	10,438 -6,322	-38%	-$490K	0.35%	62
2024 Q4	$1.85M	Buy	+16,760	New	+$1.85M	0.8%	23