Summit Place Financial Advisors’s Addus HomeCare ADUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,370	Closed	-$684K	–	108
2025 Q4	$684K	Sell	6,370 -1,025	-14%	-$118K	0.33%	66
2025 Q3	$873K	Sell	7,395 -140	-2%	-$15.7K	0.41%	68
2025 Q2	$868K	Sell	7,535 -965	-11%	-$104K	0.44%	62
2025 Q1	$841K	Sell	8,500 -910	-10%	-$101K	0.47%	64
2024 Q4	$1.18M	Buy	9,410 +80	+0.9%	+$10.1K	0.67%	53
2024 Q3	$1.24M	Sell	9,330 -495	-5%	-$62.5K	0.69%	52
2024 Q2	$1.14M	Sell	9,825 -165	-2%	-$17.7K	0.67%	51
2024 Q1	$1.03M	Sell	9,990 -165	-2%	-$15.4K	0.6%	55
2023 Q4	$943K	Buy	10,155 +650	+7%	+$56.5K	0.62%	55
2023 Q3	$810K	Sell	9,505 -295	-3%	-$26.3K	0.58%	57
2023 Q2	$908K	Buy	9,800 +3,825	+64%	+$365K	0.59%	56
2023 Q1	$638K	Buy	+5,975	New	+$624K	0.45%	63