Davidson Kahn Capital Management’s Dream Finders Homes DFH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.68M	Buy	106,347 +8,761	+9%	+$220K	1.72%	20
2025 Q1	$2.2M	Buy	97,586 +41,931	+75%	+$946K	1.69%	23
2024 Q4	$1.3M	Buy	+55,655	New	+$1.3M	1.19%	28