Rational Advisors’s KKR & Co KKR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.61M	Buy	27,150 +5,000	+23%	+$665K	0.36%	53
2025 Q1	$2.56M	Sell	22,150 -2,900	-12%	-$335K	0.26%	59
2024 Q4	$3.71M	Sell	25,050 -2,850	-10%	-$422K	0.36%	44
2024 Q3	$3.64M	Sell	27,900 -4,000	-13%	-$522K	0.35%	42
2024 Q2	$3.36M	Sell	31,900 -14,400	-31%	-$1.52M	0.33%	48
2024 Q1	$4.66M	Buy	46,300 +11,300	+32%	+$1.14M	0.43%	31
2023 Q4	$2.9M	Sell	35,000 -33,500	-49%	-$2.78M	0.3%	41
2023 Q3	$4.22M	Sell	68,500 -12,200	-15%	-$752K	0.38%	35
2023 Q2	$4.52M	Sell	80,700 -8,100	-9%	-$454K	0.37%	24
2023 Q1	$4.66M	Sell	88,800 -1,200	-1%	-$63K	0.38%	27
2022 Q4	$4.18M	Hold	90,000	–	–	0.35%	31
2022 Q3	$3.87M	Buy	90,000 +5,000	+6%	+$215K	0.31%	29
2022 Q2	$3.94M	Buy	85,000 +12,500	+17%	+$579K	0.28%	32
2022 Q1	$4.24M	Sell	72,500 -5,000	-6%	-$292K	0.25%	37
2021 Q4	$5.77M	Buy	77,500 +32,500	+72%	+$2.42M	0.35%	27
2021 Q3	$2.74M	Buy	45,000 +23,000	+105%	+$1.4M	0.21%	37
2021 Q2	$1.3M	Buy	+22,000	New	+$1.3M	0.15%	82
2020 Q4	–	Sell	-245	Closed	-$8K	–	425
2020 Q3	$8K	Buy	+245	New	+$8K	﹤0.01%	308
2020 Q2	–	Sell	-10,687	Closed	-$251K	–	525
2020 Q1	$251K	Sell	10,687 -39,313	-79%	-$923K	0.18%	114
2019 Q4	$1.46M	Sell	50,000 -14,615	-23%	-$426K	0.68%	42
2019 Q3	$1.74M	Buy	64,615 +8,915	+16%	+$239K	0.67%	38
2019 Q2	$1.41M	Buy	+55,700	New	+$1.41M	0.5%	67
2018 Q4	–	Sell	-81,650	Closed	-$2.23M	–	549
2018 Q3	$2.23M	Buy	81,650 +76,775	+1,575%	+$2.09M	0.53%	55
2018 Q2	$121K	Sell	4,875 -55,706	-92%	-$1.38M	0.06%	230
2018 Q1	$1.23M	Buy	+60,581	New	+$1.23M	0.58%	60