Kane Investment Management’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28,782
Closed -$547K 90
2025
Q1
$547K Buy
28,782
+773
+3% +$14.7K 0.26% 74
2024
Q4
$566K Buy
+28,009
New +$566K 0.32% 69