Bornite Capital Management’s NexGen Energy NXE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-200,000	Closed	-$1.55M	–	49
2024 Q1	$1.55M	Sell	200,000 -318,500	-61%	-$2.47M	0.26%	32
2023 Q4	$3.63M	Buy	+518,500	New	+$3.63M	0.85%	19
2023 Q1	–	Sell	-500,000	Closed	-$2.22M	–	57
2022 Q4	$2.22M	Buy	+500,000	New	+$2.22M	0.58%	36