Timelo Investment Management’s Cavco Industries CVCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,679	Closed	-$963K	–	52
2022 Q3	$963K	Sell	4,679 -5,000	-52%	-$1.03M	1.11%	14
2022 Q2	$1.9M	Buy	9,679 +8,000	+476%	+$1.57M	1.73%	13
2022 Q1	$404K	Buy	+1,679	New	+$404K	0.29%	68