Blue Grotto Capital’s Advanced Micro Devices AMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-70,000	Closed	-$11.3M	–	25
2025 Q3	$11.3M	Buy	+70,000	New	+$11.3M	1.31%	25
2024 Q4	–	Sell	-70,000	Closed	-$11.5M	–	28
2024 Q3	$11.5M	Buy	+70,000	New	+$10.6M	2.13%	21
2024 Q2	–	Sell	-50,000	Closed	-$9.02M	–	24
2024 Q1	$9.02M	Sell	50,000 -50,000	-50%	-$8.74M	1.83%	20
2023 Q4	$14.7M	Hold	100,000	–	–	3.23%	15
2023 Q3	$10.3M	Sell	100,000 -69,902	-41%	-$7.59M	2.41%	17
2023 Q2	$19.4M	Sell	169,902 -174,216	-51%	-$18.1M	4.61%	8
2023 Q1	$33.7M	Sell	344,118 -8,153	-2%	-$663K	8.46%	3
2022 Q4	$22.8M	Buy	352,271 +84,254	+31%	+$5.56M	5.5%	8
2022 Q3	$17M	Buy	+268,017	New	+$22.8M	4.39%	12