Kanen Wealth Management’s Immersion IMMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.8M	Buy	609,000 +9,000	+2%	+$70.9K	1.84%	13
2025 Q1	$4.55M	Hold	600,000	–	–	1.83%	14
2024 Q4	$5.24M	Buy	600,000 +275,000	+85%	+$2.4M	1.95%	11
2024 Q3	$2.9M	Buy	+325,000	New	+$2.9M	1.55%	10