OneDigital Investment Advisors’s Kadant KAI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$702K	Buy	2,210 +6	+0.3%	+$1.91K	0.01%	769
2025 Q1	$743K	Buy	2,204 +150	+7%	+$50.5K	0.01%	715
2024 Q4	$709K	Buy	+2,054	New	+$709K	0.01%	756
2024 Q1	–	Sell	-787	Closed	-$221K	–	1134
2023 Q4	$221K	Buy	+787	New	+$221K	﹤0.01%	1025