Timelo Investment Management’s M/I Homes MHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-114,676	Closed	-$4.16M	–	54
2022 Q3	$4.16M	Sell	114,676 -228,400	-67%	-$8.28M	4.8%	2
2022 Q2	$13.6M	Buy	343,076 +60,000	+21%	+$2.38M	12.38%	1
2022 Q1	$12.6M	Buy	283,076 +76,518	+37%	+$3.39M	9.13%	1
2021 Q4	$12.8M	Buy	+206,558	New	+$12.8M	6.88%	1