Genus Capital 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
2024 Q4	–	Hold	0	–	–	–	106
2024 Q3	–	Hold	0	–	–	–	109
2023 Q3	–	Sell	-23,500	Closed	-$749K	–	202
2023 Q2	$749K	Buy	+23,500	New	+$749K	0.11%	148