KIM LLC’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-200,000
Closed -$2.08M 430
2023
Q2
$2.08M Sell
200,000
-775,000
-79% -$8.06M 0.18% 119
2023
Q1
$10.1M Buy
975,000
+875,000
+875% +$9.09M 0.71% 26
2022
Q4
$1.02M Hold
100,000
0.06% 297
2022
Q3
$1M Hold
100,000
0.05% 365
2022
Q2
$1M Buy
+100,000
New +$1M 0.05% 367