Rise Advisors’s Compass Diversified CODI Stock Holding History

Rise Advisors’s Portfolio CODI Stock Details CODI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.47K	Hold
2025 Q2	$4.24K	Hold
2025 Q1	$12.6K	Buy
2022 Q2	–	Hold
2022 Q1	–	Sell
2021 Q4	$4.25K	Buy