Berry Street Capital Management’s Tower Semiconductor TSEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-349,928	Closed	-$13.1M	–	33
2023 Q2	$13.1M	Sell	349,928 -37,572	-10%	-$1.41M	2.44%	8
2023 Q1	$16.5M	Buy	387,500 +187,500	+94%	+$7.96M	4.15%	7
2022 Q4	$8.64M	Sell	200,000 -59,500	-23%	-$2.57M	2.38%	7
2022 Q3	$11.4M	Buy	+259,500	New	+$11.4M	2.53%	10