Orvieto Partners’s Talos Energy TALO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$915K	Hold	107,900	–	–	0.81%	31
2025 Q1	$1.05M	Hold	107,900	–	–	0.92%	32
2024 Q4	$1.05M	Buy	+107,900	New	+$1.05M	0.88%	30