Kovitz Investment Group Partners’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.78M	Sell	193,870 -9,295	-5%	-$229K	0.02%	456
2025 Q1	$4.99M	Buy	203,165 +8,143	+4%	+$200K	0.03%	410
2024 Q4	$5.1M	Sell	195,022 -13,444	-6%	-$351K	0.03%	395
2024 Q3	$4.82M	Buy	+208,466	New	+$4.82M	0.03%	346