Safe Harbor Fiduciary’s Compass Diversified CODI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$628 Hold
100
﹤0.01% 207
2025
Q1
$1.87K Hold
100
﹤0.01% 189
2024
Q4
$2.31K Hold
100
﹤0.01% 157
2024
Q3
$2.21K Buy
+100
New +$2.21K ﹤0.01% 168