Brasada Capital Management’s Kodiak Gas Services KGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,500	Closed	-$466K	–	143
2025 Q1	$466K	Buy	+12,500	New	+$466K	0.09%	113
2024 Q2	–	Sell	-20,000	Closed	-$547K	–	149
2024 Q1	$547K	Hold	20,000	–	–	0.1%	122
2023 Q4	$402K	Buy	+20,000	New	+$402K	0.08%	125