Van Hulzen Asset Management’s SPS Commerce SPSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$884K	Sell	15,886 -1,087	-6%	-$78.3K	0.07%	183
2025 Q4	$1.51M	Sell	16,973 -5,208	-23%	-$483K	0.11%	124
2025 Q3	$2.31M	Buy	22,181 +11,323	+104%	+$1.35M	0.17%	94
2025 Q2	$1.48M	Sell	10,858 -499	-4%	-$69.2K	0.12%	123
2025 Q1	$1.51M	Sell	11,357 -416	-4%	-$65.4K	0.14%	122
2024 Q4	$2.17M	Buy	11,773 +1,082	+10%	+$203K	0.16%	105
2024 Q3	$2.08M	Buy	10,691 +525	+5%	+$103K	0.15%	113
2024 Q2	$1.91M	Buy	10,166 +4,220	+71%	+$772K	0.13%	116
2024 Q1	$1.1M	Buy	5,946 +805	+16%	+$149K	0.07%	159
2023 Q4	$997K	Buy	5,141 +175	+4%	+$30.5K	0.07%	158
2023 Q3	$847K	Buy	4,966 +1,436	+41%	+$255K	0.07%	172
2023 Q2	$678K	Buy	+3,530	New	+$570K	0.06%	151