Neo Ivy Capital Management’s Kenvue KVUE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.1M	Buy	+100,160	New	+$2.1M	0.67%	40
2025 Q1	–	Sell	-385,464	Closed	-$8.23M	–	364
2024 Q4	$8.23M	Buy	+385,464	New	+$8.23M	1.66%	2