Concord Wealth Partners’s Kadant KAI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5	Closed	-$1.73K	–	888
2024 Q4	$1.73K	Hold	5	–	–	﹤0.01%	726
2024 Q3	$1.69K	Buy	+5	New	+$1.69K	﹤0.01%	759