Van Hulzen Asset Management’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-597	Closed	-$41K	–	525
2024 Q4	$41K	Sell	597 -3,050	-84%	-$242K	﹤0.01%	546
2024 Q3	$412K	Sell	3,647 -4,301	-54%	-$481K	0.03%	229
2024 Q2	$792K	Buy	7,948 +5,840	+277%	+$680K	0.05%	170
2024 Q1	$255K	Sell	2,108 -2,000	-49%	-$233K	0.02%	282
2023 Q4	$543K	Buy	+4,108	New	+$436K	0.04%	216
2023 Q3	–	Sell	-2,648	Closed	-$443K	–	305
2023 Q2	$443K	Buy	+2,648	New	+$473K	0.04%	197
2023 Q1	–	Sell	-12,168	Closed	-$3.22M	–	306
2022 Q4	$3.22M	Buy	12,168 +2,100	+21%	+$611K	0.37%	65
2022 Q3	$2.79M	Buy	10,068 +6,599	+190%	+$1.78M	0.34%	68
2022 Q2	$677K	Sell	3,469 -3,091	-47%	-$559K	0.08%	141
2022 Q1	$1.32M	Buy	+6,560	New	+$1.03M	0.14%	100