Columbia Asset 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 Q1	–	Sell	-3,005	Closed	-$206K	–	249
2024 Q4	$206K	Sell	3,005 -1,410	-32%	-$112K	0.04%	202
2024 Q3	$499K	Sell	4,415 -955	-18%	-$107K	0.09%	124
2024 Q2	$535K	Sell	5,370 -1,415	-21%	-$165K	0.1%	114
2024 Q1	$897K	Hold	6,785	–	–	0.18%	88
2023 Q4	$897K	Buy	+6,785	New	+$720K	0.18%	88
2023 Q2	–	Sell	-1,355	Closed	-$285K	–	168
2023 Q1	$285K	Hold	1,355	–	–	0.06%	143
2022 Q4	$359K	Sell	1,355 -35	-3%	-$10.2K	0.09%	124
2022 Q3	$386K	Sell	1,390 -980	-41%	-$264K	0.1%	123
2022 Q2	$463K	Buy	+2,370	New	+$428K	0.12%	110
2021 Q4	$480K	Sell	2,625 -1,125	-30%	-$235K	0.1%	124
2021 Q3	$562K	Sell	3,750 -435	-10%	-$74.6K	0.12%	117
2021 Q2	$768K	Buy	4,185 +1,520	+57%	+$223K	0.17%	93
2021 Q1	$432K	Sell	2,665 -525	-16%	-$94.2K	0.08%	133
2020 Q4	$560K	Buy	+3,190	New	+$405K	0.11%	119