Evolutionary Tree Capital Management’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-24,224
Closed -$5.53M 44
2021
Q4
$5.53M Buy
24,224
+1,893
+8% +$432K 2.65% 21
2021
Q3
$7M Buy
22,331
+2,050
+10% +$642K 3.1% 12
2021
Q2
$9.31M Buy
20,281
+942
+5% +$433K 4.3% 6
2021
Q1
$6.3M Buy
19,339
+3,096
+19% +$1.01M 3.72% 7
2020
Q4
$5.39M Buy
+16,243
New +$5.39M 4.11% 7