Paradiem’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-163,878	Closed	-$8.05M	–	95
2024 Q1	$8.05M	Buy	163,878 +5,286	+3%	+$260K	1.99%	21
2023 Q4	$7.67M	Buy	+158,592	New	+$7.67M	2.14%	15