The Bottom-Up Bulletin
Portfolio Weekly
Portfolio Weekly
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Portfolio Weekly

Week ending 16/8/2024

Weekly changes to the portfolio:

Purchased:

8/8/2024 Bought BMBL (trade - now closed)
8/8/2024 Increased ATKR exposure

Sold:

8/8/2024 Sold GOGO entirely

*Portfolio current weighting are displayed under “va…

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