Mitchell Capital Management’s Arista Networks ANET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.11M	Buy	49,744 +826	+2%	+$110K	1.12%	22
2025 Q4	$6.41M	Sell	48,918 -2,837	-5%	-$391K	1.15%	19
2025 Q3	$7.54M	Sell	51,755 -21,323	-29%	-$2.75M	1.29%	17
2025 Q2	$8.17M	Sell	73,078 -7,006	-9%	-$606K	1.53%	14
2025 Q1	$6.2M	Sell	80,084 -24,640	-24%	-$2.5M	1.18%	23
2024 Q4	$11.6M	Sell	104,724 -1,740	-2%	-$179K	2.03%	11
2024 Q3	$10.2M	Sell	106,464 -3,428	-3%	-$299K	1.79%	12
2024 Q2	$9.63M	Buy	109,892 +560	+0.5%	+$41.6K	1.7%	13
2024 Q1	$7.93M	Sell	109,332 -264	-0.2%	-$17.8K	1.52%	16
2023 Q4	$6.45M	Buy	109,596 +904	+0.8%	+$47.5K	1.36%	18
2023 Q3	$5M	Buy	108,692 +216	+0.2%	+$9.62K	1.19%	24
2023 Q2	$4.39M	Sell	108,476 -216	-0.2%	-$8.35K	1%	31
2023 Q1	$4.56M	Buy	+108,692	New	+$3.74M	1.13%	22