Divisadero Street Capital Management’s Arlo Technologies ARLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.85M	Sell	200,000 -120,287	-38%	-$1.61M	0.13%	79
2025 Q4	$4.48M	Sell	320,287 -371,270	-54%	-$5.84M	0.26%	57
2025 Q3	$11.7M	Sell	691,557 -459,386	-40%	-$7.81M	0.55%	46
2025 Q2	$19.5M	Buy	1,150,943 +1,019,945	+779%	+$13M	1.31%	18
2025 Q1	$1.29M	Buy	130,998 +105,998	+424%	+$1.21M	0.15%	64
2024 Q4	$280K	Buy	+25,000	New	+$291K	0.04%	78
2023 Q3	–	Sell	-305,351	Closed	-$3.33M	–	50
2023 Q2	$3.33M	Buy	305,351 +152,217	+99%	+$1.24M	0.99%	31
2023 Q1	$928K	Buy	+153,134	New	+$679K	0.41%	37
2022 Q4	–	Sell	-100,000	Closed	-$464K	–	43
2022 Q3	$464K	Sell	100,000 -1,010,800	-91%	-$6.34M	0.51%	39
2022 Q2	$6.96M	Buy	1,110,800 +110,800	+11%	+$810K	2.76%	16
2022 Q1	$8.86M	Buy	1,000,000 +503,956	+102%	+$4.63M	7.46%	1
2021 Q4	$5.2M	Buy	+496,044	New	+$3.87M	4.35%	9