Kaizen Financial Strategies’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Kaizen Financial Strategies’s Portfolio SUM Stock Details SUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$359K	Hold
2023 Q3	$291K	Sell
2023 Q2	$346K	Hold
2023 Q1	$269K	Sell
2022 Q4	$325K	Buy