KPF
XFIN

K2 Principal Fund’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-83,988
Closed -$926K 306
2024
Q2
$926K Hold
83,988
0.17% 96
2024
Q1
$918K Buy
83,988
+32,500
+63% +$355K 0.16% 91
2023
Q4
$551K Buy
+51,488
New +$551K 0.07% 98