Blue Grotto Capital’s Roku ROKU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-110,000	Closed	-$7.75M	–	34
2025 Q1	$7.75M	Buy	+110,000	New	+$7.75M	1.27%	25