Breakline Capital’s Arista Networks ANET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-69,232	Closed	-$1.95M	–	27
2022 Q3	$1.95M	Sell	69,232 -30,088	-30%	-$849K	2.36%	26
2022 Q2	$2.33M	Buy	99,320 +15,004	+18%	+$352K	2.67%	18
2022 Q1	$2.93M	Buy	+84,316	New	+$2.93M	4.5%	11