North of South Capital’s Embraer ERJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$137K	Sell	2,400 -430,841	-99%	-$24.5M	0.01%	21
2025 Q1	$20M	Sell	433,241 -441,920	-50%	-$20.4M	2.24%	12
2024 Q4	$32.1M	Sell	875,161 -98,869	-10%	-$3.63M	3.9%	11
2024 Q3	$34.5M	Buy	+974,030	New	+$34.5M	5.23%	7