Discovery Capital Management’s Lumentum LITE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-53,065	Closed	-$3.64M	–	57
2022 Q3	$3.64M	Buy	+53,065	New	+$3.64M	0.54%	35
2022 Q1	–	Sell	-29,470	Closed	-$3.12M	–	83
2021 Q4	$3.12M	Buy	+29,470	New	+$3.12M	0.23%	47