MAI Capital Management’s Helios Technologies HLIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.04K	Buy	+31	New	+$1.04K	﹤0.01%	3434
2025 Q1	–	Sell	-35	Closed	-$1.56K	–	3326
2024 Q4	$1.56K	Buy	+35	New	+$1.56K	﹤0.01%	2915