The Bottom-Up Bulletin
Portfolio Weekly
Portfolio Weekly
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Portfolio Weekly

1/3/2024
1

Weekly changes to the portfolio:

Purchased:

27/2/2024 - Increased MDRX by 1% of AUM

Sold:

27/2/2024 - Reduced CROX by 1% of AUM

Topics discussed:

00:00 A brief overview of Veradigm filing problems
06:32 V…

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The Bottom-Up Bulletin
Portfolio Weekly
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