Kodai Capital Management’s Shopify SHOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-311,598	Closed	-$24M	–	147
2024 Q1	$24M	Sell	311,598 -434,616	-58%	-$33.5M	0.56%	50
2023 Q4	$58.1M	Buy	+746,214	New	+$58.1M	1.18%	28