Kodai Capital Management’s Roku ROKU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-418,254	Closed	-$31.2M	–	174
2024 Q3	$31.2M	Buy	418,254 +287,739	+220%	+$21.5M	0.65%	48
2024 Q2	$7.82M	Buy	130,515 +49,402	+61%	+$2.96M	0.15%	87
2024 Q1	$5.29M	Buy	+81,113	New	+$5.29M	0.12%	87