Bayesian Capital Management’s MSC Industrial Direct MSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,538	Closed	-$418K	–	385
2025 Q3	$418K	Buy	+4,538	New	+$405K	0.09%	318
2025 Q1	–	Sell	-3,792	Closed	-$283K	–	838
2024 Q4	$283K	Buy	+3,792	New	+$313K	0.03%	493
2024 Q3	–	Sell	-3,656	Closed	-$290K	–	922
2024 Q2	$290K	Buy	3,656 +1,000	+38%	+$88.8K	0.03%	510
2024 Q1	$258K	Buy	+2,656	New	+$260K	0.02%	597
2022 Q2	–	Sell	-13,900	Closed	-$1.18M	–	971
2022 Q1	$1.18M	Buy	+13,900	New	+$1.13M	0.18%	170
2021 Q3	–	Sell	-5,177	Closed	-$465K	–	485
2021 Q2	$465K	Buy	+5,177	New	+$473K	0.12%	200
2017 Q2	–	Sell	-3,100	Closed	-$319K	–	539
2017 Q1	$319K	Buy	3,100 +651	+27%	+$66K	0.15%	244
2016 Q4	$226K	Buy	+2,449	New	+$202K	0.06%	491