Blue Grotto Capital’s Veeco VECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-369,512	Closed	-$17.3M	–	29
2024 Q2	$17.3M	Sell	369,512 -106,588	-22%	-$4.98M	3.47%	14
2024 Q1	$16.7M	Buy	476,100 +106,264	+29%	+$3.74M	3.4%	16
2023 Q4	$11.5M	Buy	+369,836	New	+$11.5M	2.51%	18