Catalyst Funds Management’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,280	Closed	-$455K	–	564
2025 Q1	$455K	Buy	+8,280	New	+$455K	0.12%	199
2024 Q3	–	Sell	-400	Closed	-$21.7K	–	1431
2024 Q2	$21.7K	Buy	+400	New	+$21.7K	0.01%	649