Triune Financial Partners’s Compass Minerals CMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,221	Closed	-$255K	–	49
2025 Q4	$255K	Hold	10,221	–	–	0.06%	40
2025 Q3	$196K	Hold	10,221	–	–	0.05%	45
2025 Q2	$205K	Hold	10,221	–	–	0.06%	39
2025 Q1	$95K	Hold	10,221	–	–	0.03%	36
2024 Q4	$115K	Hold	10,221	–	–	0.04%	36
2024 Q3	$123K	Hold	10,221	–	–	0.04%	32
2024 Q2	$106K	Hold	10,221	–	–	0.04%	32
2024 Q1	$161K	Buy	10,221 +82	+0.8%	+$1.72K	0.06%	31
2023 Q4	$257K	Sell	10,139 -1,158	-10%	-$29.6K	0.1%	29
2023 Q3	$316K	Buy	11,297 +60	+0.5%	+$1.93K	0.13%	23
2023 Q2	$382K	Buy	11,237 +48	+0.4%	+$1.59K	0.16%	19
2023 Q1	$384K	Buy	11,189 +50	+0.4%	+$2K	0.17%	16
2022 Q4	$457K	Buy	11,139 +40	+0.4%	+$1.65K	0.22%	15
2022 Q3	$428K	Sell	11,099 -2,636	-19%	-$101K	0.24%	11
2022 Q2	$486K	Hold	13,735	–	–	0.26%	11
2022 Q1	$862K	Hold	13,735	–	–	0.46%	9
2021 Q4	$702K	Buy	+13,735	New	+$838K	0.36%	9
2021 Q2	$923K	Buy	+15,578	New	+$1.03M	0.75%	8