Cozad Asset Management’s Arista Networks ANET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$492K	Sell	4,810 -696	-13%	-$71.2K	0.04%	289
2025 Q1	$427K	Buy	5,506 +1,154	+27%	+$89.4K	0.04%	288
2024 Q4	$481K	Buy	4,352 +32	+0.7%	+$3.54K	0.04%	270
2024 Q3	$415K	Buy	4,320 +1,068	+33%	+$102K	0.04%	287
2024 Q2	$285K	Buy	+3,252	New	+$285K	0.03%	326