Rheos Capital Works’s Bunge Global BG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-292,000	Closed	-$27.9M	–	98
2023 Q1	$27.9M	Buy	292,000 +147,000	+101%	+$14M	1.55%	20
2022 Q4	$14.5M	Hold	145,000	–	–	0.87%	36
2022 Q3	$12M	Buy	145,000 +25,000	+21%	+$2.06M	0.81%	48
2022 Q2	$10.9M	Buy	+120,000	New	+$10.9M	0.82%	48