Narus Financial Partners’s UiPath PATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25,400	Closed	-$323K	–	156
2024 Q4	$323K	Sell	25,400 -13,600	-35%	-$173K	0.11%	113
2024 Q3	$499K	Sell	39,000 -5,000	-11%	-$64K	0.18%	78
2024 Q2	$558K	Buy	+44,000	New	+$558K	0.22%	69