Schechter Investment Advisors’s Kodiak AI KDK Stock Holding History

Schechter Investment Advisors’s Portfolio KDK Stock Details KDK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$31.6M	Sell
2024 Q4	$33.3M	Sell
2024 Q3	$36.9M	Sell
2024 Q2	$39.1M	Sell
2024 Q1	$43.4M	Buy
2023 Q4	$31M	Buy
2023 Q3	$17.5M	Buy
2023 Q2	$16M	Buy