Synergy Asset Management’s Gen Digital GEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-33,280	Closed	-$571K	–	103
2023 Q1	$571K	Sell	33,280 -11,193	-25%	-$192K	0.14%	81
2022 Q4	$953K	Buy	+44,473	New	+$953K	0.24%	66