Balanced Rock Investment Advisors’s Zumiez ZUMZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,781	Closed	-$272K	–	97
2024 Q3	$272K	Sell	12,781 -822	-6%	-$17.5K	0.21%	77
2024 Q2	$265K	Sell	13,603 -448	-3%	-$8.73K	0.22%	74
2024 Q1	$213K	Sell	14,051 -804	-5%	-$12.2K	0.18%	85
2023 Q4	$302K	Buy	+14,855	New	+$302K	0.27%	80