Breakwater Capital Group’s Arista Networks ANET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$476K	Sell	4,656 -125	-3%	-$12.8K	0.08%	221
2025 Q1	$370K	Buy	+4,781	New	+$370K	0.07%	239
2024 Q4	–	Sell	-3,656	Closed	-$351K	–	287
2024 Q3	$351K	Buy	3,656 +188	+5%	+$18K	0.07%	215
2024 Q2	$304K	Buy	+3,468	New	+$304K	0.07%	219