Lee Johnson Capital Management’s Arista Networks ANET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-46,007	Closed	-$5.09M	–	40
2024 Q4	$5.09M	Buy	46,007 +843	+2%	+$93.2K	2.68%	10
2024 Q3	$4.33M	Buy	+45,164	New	+$4.33M	2.23%	9