ThornTree Capital Partners’s Peloton Interactive PTON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-64,346	Closed	-$9.76M	–	34
2020 Q4	$9.76M	Sell	64,346 -65,300	-50%	-$9.91M	1.22%	23
2020 Q3	$12.9M	Sell	129,646 -108,100	-45%	-$10.7M	1.82%	22
2020 Q2	$13.7M	Buy	+237,746	New	+$13.7M	2.17%	21