Lindenwold Advisors’s Helios Technologies HLIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,535	Closed	-$234K	–	113
2023 Q2	$234K	Buy	+3,535	New	+$234K	0.14%	101
2022 Q2	–	Sell	-2,730	Closed	-$219K	–	113
2022 Q1	$219K	Buy	2,730 +125	+5%	+$10K	0.13%	113
2021 Q4	$274K	Buy	+2,605	New	+$274K	0.16%	107