Arax Advisory Partners’s Helios Technologies HLIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.81K	Buy	134 +49	+58%	+$3.28K	﹤0.01%	2510
2025 Q4	$4.55K	Sell	85 -643	-88%	-$34.7K	﹤0.01%	2907
2025 Q3	$38K	Buy	728 +668	+1,113%	+$31.2K	﹤0.01%	1969
2025 Q2	$2K	Buy	+60	New	+$1.81K	﹤0.01%	2564
2025 Q1	–	Sell	-161	Closed	-$7.19K	–	2845
2024 Q4	$7.19K	Sell	161 -4	-2%	-$198	﹤0.01%	1610
2024 Q3	$7.87K	Hold	165	–	–	﹤0.01%	1512
2024 Q2	$7.88K	Buy	+165	New	+$7.9K	﹤0.01%	1386
2023 Q3	–	Sell	-8	Closed	-$529	–	1335
2023 Q2	$529	Sell	8 -8	-50%	-$474	﹤0.01%	1204
2023 Q1	$1.05K	Hold	16	–	–	﹤0.01%	1093
2022 Q4	$871	Hold	16	–	–	﹤0.01%	1104
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	1085
2022 Q2	$1K	Sell	16 -2	-11%	-$139	﹤0.01%	1052
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	1039
2021 Q4	$2K	Buy	+18	New	+$1.75K	﹤0.01%	885