McGowan Group Asset Management’s Enovix ENVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91M	Sell	368,446 -15,677	-4%	-$98.1K	0.24%	44
2025 Q4	$2.81M	Buy	384,123 +21,751	+6%	+$211K	0.35%	42
2025 Q3	$3.61M	Buy	362,372 +21,167	+6%	+$234K	0.45%	41
2025 Q2	$3.09M	Buy	341,205 +2,375	+0.7%	+$15.5K	0.39%	46
2025 Q1	$2.18M	Buy	338,830 +3,177	+0.9%	+$28.3K	0.29%	46
2024 Q4	$3.19M	Buy	335,653 +37,926	+13%	+$333K	0.43%	41
2024 Q3	$2.43M	Buy	297,727 +25,272	+9%	+$262K	0.32%	44
2024 Q2	$3.69M	Buy	272,455 +29,492	+12%	+$247K	0.51%	35
2024 Q1	$1.7M	Buy	242,963 +22,571	+10%	+$196K	0.25%	43
2023 Q4	$2.41M	Buy	220,392 +22,400	+11%	+$220K	0.39%	39
2023 Q3	$2.17M	Buy	197,992 +58,062	+41%	+$830K	0.34%	40
2023 Q2	$2.21M	Buy	139,930 +98,378	+237%	+$1.14M	0.34%	42
2023 Q1	$542K	Buy	+41,552	New	+$341K	0.09%	77