Herald Investment Management’s Climb Global Solutions CLMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.88M	Sell	296,836 -3,164	-1%	-$82K	0.82%	35
2025 Q4	$7.71M	Buy	300,000 +100,000	+50%	+$2.9M	1.01%	28
2025 Q3	$6.74M	Buy	200,000 +20,000	+11%	+$593K	0.9%	29
2025 Q2	$4.82M	Buy	180,000 +20,000	+13%	+$528K	0.71%	35
2025 Q1	$4.41M	Hold	160,000	–	–	0.83%	31
2024 Q4	$5.05M	Hold	160,000	–	–	0.83%	37
2024 Q3	$3.96M	Hold	160,000	–	–	0.68%	40
2024 Q2	$2.45M	Buy	160,000 +4,636	+3%	+$70.3K	0.4%	62
2024 Q1	$2.68M	Buy	155,364 +15,364	+11%	+$231K	0.43%	56
2023 Q4	$1.92M	Hold	140,000	–	–	0.37%	64
2023 Q3	$1.51M	Buy	140,000 +61,324	+78%	+$676K	0.32%	76
2023 Q2	$938K	Hold	78,676	–	–	0.18%	87
2023 Q1	$1.04M	Buy	+78,676	New	+$818K	0.23%	82