Expect Equity LLC’s Mayville Engineering Co MEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$451K	Sell	28,233 -26,341	-48%	-$420K	0.48%	45
2025 Q1	$733K	Sell	54,574 -20,170	-27%	-$271K	0.82%	43
2024 Q4	$1.17M	Buy	+74,744	New	+$1.17M	1.23%	38