Davidson Kahn Capital Management’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.21M	Buy	2,101 +97	+5%	+$56.1K	0.78%	33
2025 Q1	$1.13M	Buy	2,004 +168	+9%	+$95K	0.87%	33
2024 Q4	$1.1M	Buy	+1,836	New	+$1.1M	1.02%	30