Bayesian Capital Management’s e.l.f. Beauty ELF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,599	Closed	-$274K	–	165
2025 Q4	$274K	Buy	+3,599	New	+$354K	0.63%	59
2025 Q3	–	Sell	-23,700	Closed	-$2.95M	–	611
2025 Q2	$2.95M	Buy	+23,700	New	+$2.02M	0.47%	48
2025 Q1	–	Sell	-4,290	Closed	-$539K	–	708
2024 Q4	$539K	Buy	+4,290	New	+$515K	0.07%	350
2024 Q3	–	Sell	-4,290	Closed	-$904K	–	778
2024 Q2	$904K	Buy	+4,290	New	+$762K	0.1%	251
2024 Q1	–	Sell	-2,213	Closed	-$319K	–	864
2023 Q4	$319K	Sell	2,213 -22,842	-91%	-$2.64M	0.03%	489
2023 Q3	$2.75M	Buy	25,055 +18,000	+255%	+$2.19M	0.31%	85
2023 Q2	$806K	Sell	7,055 -11,466	-62%	-$1.1M	0.09%	312
2023 Q1	$1.53M	Buy	18,521 +11,500	+164%	+$775K	0.19%	160
2022 Q4	$388K	Buy	7,021 +800	+13%	+$39.2K	0.06%	417
2022 Q3	$234K	Buy	+6,221	New	+$225K	0.05%	487
2022 Q2	–	Sell	-8,800	Closed	-$227K	–	855
2022 Q1	$227K	Buy	+8,800	New	+$239K	0.03%	614
2020 Q4	–	Sell	-10,053	Closed	-$185K	–	514
2020 Q3	$185K	Sell	10,053 -4,500	-31%	-$85.2K	0.05%	447
2020 Q2	$278K	Sell	14,553 -6,900	-32%	-$98.7K	0.06%	368
2020 Q1	$211K	Buy	21,453 +10,330	+93%	+$155K	0.05%	573
2019 Q4	$179K	Buy	+11,123	New	+$185K	0.03%	544
2017 Q2	–	Sell	-10,800	Closed	-$311K	–	479
2017 Q1	$311K	Buy	+10,800	New	+$292K	0.15%	249