Intrinsic Edge Capital Management’s Arcosa ACA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-35,592	Closed	-$2.97M	–	95
2024 Q2	$2.97M	Sell	35,592 -119,660	-77%	-$9.98M	0.27%	99
2024 Q1	$13.3M	Buy	+155,252	New	+$13.3M	1.04%	34