Evolutionary Tree 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
2024 Q1	–	Sell	-24,204	Closed	-$1.43M	–	37
2023 Q4	$1.43M	Sell	24,204 -7,112	-23%	-$419K	1.57%	27
2023 Q3	$1.44M	Sell	31,316 -912	-3%	-$41.9K	1.86%	24
2023 Q2	$1.31M	Buy	+32,228	New	+$1.31M	1.57%	26