Discovery Capital Management’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-51,100	Closed	-$5.78M	–	82
2024 Q3	$5.78M	Buy	+51,100	New	+$5.78M	0.7%	33
2022 Q3	–	Sell	-44,600	Closed	-$8.71M	–	54
2022 Q2	$8.71M	Sell	44,600 -6,900	-13%	-$1.35M	1.12%	18
2022 Q1	$10.4M	Buy	+51,500	New	+$10.4M	0.89%	20