Great Diamond Partners’s Erie Indemnity ERIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,354	Closed	-$567K	–	228
2025 Q1	$567K	Buy	1,354 +839	+163%	+$352K	0.16%	106
2024 Q4	$212K	Sell	515 -601	-54%	-$248K	0.05%	177
2024 Q3	$602K	Buy	+1,116	New	+$602K	0.15%	108