Coldstream Capital Management’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,451	Closed	-$90K	–	1778
2025 Q1	$90K	Buy	+1,451	New	+$91.8K	﹤0.01%	1413
2024 Q4	–	Sell	-1,922	Closed	-$210K	–	1077
2024 Q3	$210K	Buy	+1,922	New	+$215K	﹤0.01%	1013
2024 Q2	–	Sell	-1,758	Closed	-$213K	–	999
2024 Q1	$213K	Buy	+1,758	New	+$205K	0.01%	928
2023 Q3	–	Sell	-2,341	Closed	-$392K	–	813
2023 Q2	$392K	Sell	2,341 -248	-10%	-$44.3K	0.01%	539
2023 Q1	$544K	Sell	2,589 -551	-18%	-$119K	0.02%	414
2022 Q4	$832K	Buy	+3,140	New	+$914K	0.03%	293
2022 Q2	$564K	Sell	2,891 -547	-16%	-$98.9K	0.02%	356
2022 Q1	$694K	Buy	3,438 +380	+12%	+$59.7K	0.02%	293
2021 Q4	$559K	Buy	+3,058	New	+$638K	0.02%	388
2021 Q3	–	Sell	-1,091	Closed	-$200K	–	448
2021 Q2	$200K	Buy	+1,091	New	+$160K	0.01%	518