Arosa Capital Management’s Cameco CCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.3M Sell
233,600
-105,700
-31% -$7.85M 3.26% 1
2025
Q1
$14M Buy
339,300
+63,300
+23% +$2.61M 5.16% 2
2024
Q4
$14.2M Buy
+276,000
New +$14.2M 5.69% 2