Meritage Portfolio Management’s Argan AGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Buy	5,277 +154	+3%	+$34K	0.07%	180
2025 Q1	$672K	Sell	5,123 -24	-0.5%	-$3.15K	0.04%	215
2024 Q4	$705K	Buy	5,147 +354	+7%	+$48.5K	0.04%	220
2024 Q3	$486K	Buy	+4,793	New	+$486K	0.03%	258