Kovitz Investment Group Partners’s Montana Technologies Corp AIRJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$665K	Sell	144,561 -763	-0.5%	-$3.51K	﹤0.01%	892
2025 Q1	$670K	Hold	145,324	–	–	﹤0.01%	833
2024 Q4	$1.16M	Buy	145,324 +57,824	+66%	+$461K	0.01%	688
2024 Q3	$508K	Buy	+87,500	New	+$508K	﹤0.01%	753