Comprehensive Financial Management’s Aurora AUR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.34M	Hold	569,036	–	–	0.08%	22
2025 Q4	$2.19M	Hold	569,036	–	–	0.07%	24
2025 Q3	$3.07M	Hold	569,036	–	–	0.08%	22
2025 Q2	$2.98M	Hold	569,036	–	–	0.08%	22
2025 Q1	$3.83M	Hold	569,036	–	–	0.12%	16
2024 Q4	$3.58M	Hold	569,036	–	–	0.1%	17
2024 Q3	$3.37M	Hold	569,036	–	–	0.09%	20
2024 Q2	$1.58M	Hold	569,036	–	–	0.06%	24
2024 Q1	$1.6M	Hold	569,036	–	–	0.05%	23
2023 Q4	$2.49M	Hold	569,036	–	–	0.09%	19
2023 Q3	$1.34M	Hold	569,036	–	–	0.05%	26
2023 Q2	$1.67M	Hold	569,036	–	–	0.06%	27
2023 Q1	$791K	Hold	569,036	–	–	0.02%	35
2022 Q4	$689K	Hold	569,036	–	–	0.02%	36
2022 Q3	$1.26M	Hold	569,036	–	–	0.03%	33
2022 Q2	$1.09M	Sell	569,036 -105,683	-16%	-$389K	0.03%	33
2022 Q1	$3.77M	Hold	674,719	–	–	0.07%	24
2021 Q4	$7.6M	Buy	+674,719	New	+$7.48M	0.1%	20