Bard Financial Services’s Compass Diversified CODI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,925	Closed	-$206K	–	207
2024 Q4	$206K	Buy	+8,925	New	+$206K	0.02%	187
2024 Q3	–	Sell	-10,925	Closed	-$239K	–	218
2024 Q2	$239K	Buy	+10,925	New	+$239K	0.02%	196