Marsico Capital Management’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-34,236	Closed	-$7.2M	–	66
2023 Q1	$7.2M	Buy	34,236 +6,664	+24%	+$1.4M	0.34%	42
2022 Q4	$7.31M	Buy	27,572 +8,546	+45%	+$2.26M	0.38%	41
2022 Q3	$5.28M	Buy	+19,026	New	+$5.28M	0.28%	50