GKV Capital Management’s TransDigm Group TDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.95M	Sell	3,258 -25	-0.8%	-$38K	2.19%	11
2025 Q1	$4.54M	Sell	3,283 -115	-3%	-$159K	2.26%	11
2024 Q4	$4.31M	Buy	+3,398	New	+$4.31M	1.76%	17