Concentric Capital Strategies’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,830	Closed	-$424K	–	322
2025 Q1	$424K	Sell	1,830 -14,341	-89%	-$3.32M	0.04%	142
2024 Q4	$3.4M	Sell	16,171 -7,327	-31%	-$1.54M	0.16%	116
2024 Q3	$4.93M	Buy	+23,498	New	+$4.93M	0.2%	93