Ithaka Group’s Arista Networks ANET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.34M	Sell	71,718 -3,380	-5%	-$346K	1.26%	28
2025 Q1	$5.82M	Sell	75,098 -313	-0.4%	-$24.3K	1.19%	28
2024 Q4	$8.34M	Buy	+75,411	New	+$8.34M	1.54%	25