DVF

Discovery Value Fund’s Apple AAPL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-14,498	Closed	-$2.79M	–	8
2023 Q4	$2.79M	Sell	14,498 -1,500	-9%	-$289K	1.27%	6
2023 Q3	$2.74M	Hold	15,998	–	–	1.5%	5
2023 Q2	$3.1M	Buy	+15,998	New	+$3.1M	1.57%	5