Kaizen Advisory’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	$12K	Sell	456 -37	-8%	-$974	0.01%	550
2018 Q3	$13K	Hold	493	–	–	0.01%	556
2018 Q2	$11K	Buy	493 +308	+166%	+$6.87K	0.01%	569
2018 Q1	$5K	Hold	185	–	–	﹤0.01%	562
2017 Q4	$5K	Buy	+185	New	+$5K	﹤0.01%	554