Kodai 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
2024 Q2	–	Sell	-134,598	Closed	-$19.1M	–	142
2024 Q1	$19.1M	Buy	134,598 +31,810	+31%	+$4.52M	0.45%	56
2023 Q4	$15.2M	Buy	+102,788	New	+$15.2M	0.31%	75