Copeland Capital Management’s Karat Packaging KRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7K | Buy |
2,083
+767
| +58% | +$21.6K | ﹤0.01% | 193 |
|
|
2025
Q1 | $35K | Sell |
1,316
-1,288
| -49% | -$34.2K | ﹤0.01% | 210 |
|
|
2024
Q4 | $78.8K | Buy |
2,604
+722
| +38% | +$21.8K | ﹤0.01% | 163 |
|
|
2024
Q3 | $48.7K | Buy |
+1,882
| New | +$48.7K | ﹤0.01% | 186 |
|
|
2024
Q2 | – | Sell |
-1,273
| Closed | -$36.4K | – | 199 |
|
|
2024
Q1 | $36.4K | Buy |
1,273
+12
| +1% | +$343 | ﹤0.01% | 170 |
|
|
2023
Q4 | $31.3K | Buy |
+1,261
| New | +$31.3K | ﹤0.01% | 173 |
|