Intrinsic Edge Capital Management’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-53,052	Closed	-$3.14M	–	254
2020 Q4	$3.14M	Buy	53,052 +17,052	+47%	+$1.01M	0.23%	144
2020 Q3	$1.47M	Buy	+36,000	New	+$1.47M	0.1%	197
2020 Q2	–	Sell	-90,000	Closed	-$2.46M	–	240
2020 Q1	$2.46M	Buy	+90,000	New	+$2.46M	0.33%	90