Pallas Capital Advisors’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,451	Closed	-$394K	–	782
2024 Q4	$394K	Sell	7,451 -4,087	-35%	-$216K	0.02%	420
2024 Q3	$692K	Buy	11,538 +4,652	+68%	+$279K	0.03%	295
2024 Q2	$382K	Buy	+6,886	New	+$382K	0.02%	363