True Vision MN’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,306	Closed	-$467K	–	105
2024 Q3	$467K	Buy	7,306 +1,072	+17%	+$68.5K	0.28%	67
2024 Q2	$340K	Buy	+6,234	New	+$340K	0.22%	84