Bayesian Capital Management’s Wolfspeed WOLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,300	Closed	-$474K	–	1092
2023 Q1	$474K	Sell	7,300 -400	-5%	-$29.2K	0.06%	408
2022 Q4	$532K	Sell	7,700 -8,700	-53%	-$771K	0.08%	342
2022 Q3	$1.7M	Buy	16,400 +3,300	+25%	+$316K	0.34%	64
2022 Q2	$831K	Buy	+13,100	New	+$1.09M	0.15%	196
2018 Q4	–	Sell	-21,078	Closed	-$798K	–	811
2018 Q3	$798K	Sell	21,078 -1,900	-8%	-$86.3K	0.13%	227
2018 Q2	$955K	Buy	22,978 +1,878	+9%	+$82.2K	0.21%	117
2018 Q1	$851K	Buy	21,100 +10,800	+105%	+$407K	0.22%	150
2017 Q4	$383K	Buy	+10,300	New	+$355K	0.08%	371
2017 Q2	–	Sell	-24,638	Closed	-$659K	–	614
2017 Q1	$659K	Buy	+24,638	New	+$670K	0.31%	104