Orvieto Partners’s Kodiak Gas Services KGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.53M	Sell	190,681 -103,600	-35%	-$3.55M	5.81%	4
2025 Q1	$11M	Sell	294,281 -40,900	-12%	-$1.53M	9.63%	1
2024 Q4	$13.7M	Buy	+335,181	New	+$13.7M	11.54%	1