Heritage Family Offices’s Kaiser Aluminum KALU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,855	Closed	-$201K	–	187
2024 Q4	$201K	Buy	2,855 +95	+3%	+$6.68K	0.1%	181
2024 Q3	$200K	Buy	2,760 +5	+0.2%	+$363	0.1%	178
2024 Q2	$242K	Buy	+2,755	New	+$242K	0.13%	147