Affinity Asset Advisors’s Arvinas ARVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-630,000	Closed	-$12.1M	–	85
2024 Q4	$12.1M	Buy	630,000 +405,000	+180%	+$7.76M	1.62%	19
2024 Q3	$5.54M	Buy	+225,000	New	+$5.54M	0.76%	38