Dudley Capital 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	$454K	Sell	4,438 -150	-3%	-$15.3K	0.23%	82
2025 Q1	$355K	Buy	4,588 +1,340	+41%	+$104K	0.19%	86
2024 Q4	$359K	Sell	3,248 -52	-2%	-$5.75K	0.18%	88
2024 Q3	$317K	Buy	+3,300	New	+$317K	0.16%	90