Kovitz Investment Group Partners’s Nasdaq NDAQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.24M	Buy	25,092 +2,116	+9%	+$189K	0.01%	607
2025 Q1	$1.74M	Buy	22,976 +15,848	+222%	+$1.2M	0.01%	609
2024 Q4	$551K	Buy	+7,128	New	+$551K	﹤0.01%	859