Triasima Portfolio Management’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-123,530	Closed	-$4.51M	–	143
2022 Q4	$4.51M	Sell	123,530 -570	-0.5%	-$20.8K	0.34%	53
2022 Q3	$5.28M	Buy	124,100 +46,555	+60%	+$1.98M	0.43%	42
2022 Q2	$2.74M	Buy	+77,545	New	+$2.74M	0.19%	63