Coldstream Capital Management’s Piper Sandler PIPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$460K	Sell	6,007 -1,853	-24%	-$152K	0.01%	760
2025 Q4	$667K	Buy	7,860 +76	+1%	+$6.42K	0.01%	596
2025 Q3	$675K	Buy	7,784 +668	+9%	+$54.5K	0.01%	611
2025 Q2	$494K	Sell	7,116 -20	-0.3%	-$1.25K	0.01%	667
2025 Q1	$442K	Buy	7,136 +476	+7%	+$34.1K	0.01%	669
2024 Q4	$499K	Sell	6,660 -720	-10%	-$56K	0.01%	612
2024 Q3	$524K	Buy	7,380 +164	+2%	+$10.7K	0.01%	595
2024 Q2	$415K	Buy	7,216 +368	+5%	+$18.9K	0.01%	622
2024 Q1	$340K	Sell	6,848 -132	-2%	-$6.03K	0.01%	714
2023 Q4	$305K	Buy	+6,980	New	+$266K	0.01%	701
2022 Q1	–	Sell	-4,824	Closed	-$215K	–	842
2021 Q4	$215K	Buy	+4,824	New	+$205K	0.01%	776