Optimum 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	$47.6K	Hold	150	–	–	0.02%	353
2025 Q1	$50.5K	Buy	150 +50	+50%	+$16.8K	0.02%	332
2024 Q4	$34.5K	Hold	100	–	–	0.02%	376
2024 Q3	$33.8K	Hold	100	–	–	0.01%	387
2024 Q2	$29.4K	Hold	100	–	–	0.01%	395
2024 Q1	$32.8K	Hold	100	–	–	0.02%	407
2023 Q4	$28K	Hold	100	–	–	0.01%	404
2023 Q3	$22.6K	Hold	100	–	–	0.01%	452
2023 Q2	$22.2K	Hold	100	–	–	0.01%	461
2023 Q1	$20.9K	Hold	100	–	–	0.01%	472
2022 Q4	$17.8K	Hold	100	–	–	0.01%	508
2022 Q3	$17K	Hold	100	–	–	0.01%	520
2022 Q2	$18K	Hold	100	–	–	0.01%	530
2022 Q1	$19K	Hold	100	–	–	0.01%	570
2021 Q4	$23K	Hold	100	–	–	0.01%	578
2021 Q3	$20K	Hold	100	–	–	0.01%	592
2021 Q2	$18K	Hold	100	–	–	0.01%	672
2021 Q1	$19K	Hold	100	–	–	0.01%	676
2020 Q4	$14K	Hold	100	–	–	﹤0.01%	679
2020 Q3	$11K	Hold	100	–	–	﹤0.01%	687
2020 Q2	$10K	Hold	100	–	–	﹤0.01%	697
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	721
2019 Q4	$11K	Hold	100	–	–	﹤0.01%	763
2019 Q3	$9K	Hold	100	–	–	﹤0.01%	816
2019 Q2	$9K	Hold	100	–	–	﹤0.01%	796
2019 Q1	$9K	Hold	100	–	–	﹤0.01%	827
2018 Q4	$8K	Hold	100	–	–	﹤0.01%	791
2018 Q3	$11K	Hold	100	–	–	﹤0.01%	825
2018 Q2	$10K	Hold	100	–	–	﹤0.01%	843
2018 Q1	$9K	Buy	+100	New	+$9K	﹤0.01%	833
2015 Q1	$5K	Hold	100	–	–	﹤0.01%	885
2014 Q4	$4K	Hold	100	–	–	﹤0.01%	930
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	855
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	854
2014 Q1	$4K	Hold	100	–	–	﹤0.01%	678
2013 Q4	$4K	Hold	100	–	–	﹤0.01%	683
2013 Q3	$3K	Buy	+100	New	+$3K	﹤0.01%	662