Islet Management’s Churchill Downs CHDN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-80,000	Closed	-$8.87M	–	85
2022 Q1	$8.87M	Sell	80,000 -90,000	-53%	-$9.98M	0.36%	41
2021 Q4	$20.5M	Buy	170,000 +11,074	+7%	+$1.33M	0.56%	35
2021 Q3	$19.1M	Buy	+158,926	New	+$19.1M	0.41%	38