Acorn Financial Advisory Services’s Asana ASAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$233K	Sell	36,390 -20,770	-36%	-$183K	0.03%	192
2025 Q4	$784K	Sell	57,160 -704	-1%	-$9.68K	0.12%	88
2025 Q3	$773K	Sell	57,864 -2,298	-4%	-$32.5K	0.12%	88
2025 Q2	$812K	Sell	60,162 -2,428	-4%	-$38.1K	0.13%	76
2025 Q1	$912K	Buy	62,590 +301	+0.5%	+$5.71K	0.16%	71
2024 Q4	$1.26M	Sell	62,289 -17,019	-21%	-$269K	0.21%	53
2024 Q3	$919K	Sell	79,308 -1,979	-2%	-$26.1K	0.16%	69
2024 Q2	$1.14M	Buy	81,287 +3,835	+5%	+$54.7K	0.21%	55
2024 Q1	$1.2M	Buy	77,452 +24,208	+45%	+$433K	0.23%	60
2023 Q4	$1.01M	Buy	53,244 +4,945	+10%	+$96.2K	0.18%	90
2023 Q3	$884K	Buy	48,299 +335	+0.7%	+$7K	0.16%	96
2023 Q2	$1.06M	Sell	47,964 -2,330	-5%	-$46.7K	0.19%	78
2023 Q1	$1.06M	Buy	50,294 +438	+0.9%	+$7.26K	0.21%	72
2022 Q4	$687K	Buy	49,856 +14,113	+39%	+$256K	0.15%	97
2022 Q3	$795K	Buy	35,743 +837	+2%	+$18K	0.19%	83
2022 Q2	$614K	Buy	34,906 +20,574	+144%	+$518K	0.15%	95
2022 Q1	$573K	Sell	14,332 -331	-2%	-$17.2K	0.11%	120
2021 Q4	$1.09M	Buy	14,663 +145	+1%	+$15.4K	0.22%	71
2021 Q3	$1.51M	Buy	14,518 +940	+7%	+$78K	0.47%	56
2021 Q2	$842K	Buy	+13,578	New	+$524K	0.25%	103