SkyOak Wealth’s Kinsale Capital Group KNSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$204K	Sell	597 -30	-5%	-$11.4K	0.04%	242
2025 Q4	$245K	Sell	627 -27	-4%	-$11K	0.04%	212
2025 Q3	$278K	Buy	654 +31	+5%	+$14.1K	0.05%	199
2025 Q2	$301K	Hold	623	–	–	0.06%	174
2025 Q1	$303K	Sell	623 -78	-11%	-$35K	0.07%	169
2024 Q4	$326K	Sell	701 -27	-4%	-$12.8K	0.07%	166
2024 Q3	$339K	Sell	728 -36	-5%	-$15.9K	0.08%	151
2024 Q2	$294K	Sell	764 -67	-8%	-$27.2K	0.07%	176
2024 Q1	$436K	Buy	831 +6	+0.7%	+$2.71K	0.1%	136
2023 Q4	$276K	Sell	825 -7	-0.8%	-$2.6K	0.07%	195
2023 Q3	$345K	Sell	832 -60	-7%	-$23.3K	0.1%	140
2023 Q2	$334K	Buy	892 +56	+7%	+$18.6K	0.09%	154
2023 Q1	$251K	Buy	+836	New	+$245K	0.08%	188
2022 Q4	–	Sell	-916	Closed	-$234K	–	237
2022 Q3	$234K	Buy	916 +34	+4%	+$8.47K	0.08%	179
2022 Q2	$203K	Buy	+882	New	+$195K	0.07%	192