Difesa Capital Management’s Cameco CCJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-19,350	Closed	-$606K	–	8
2023 Q2	$606K	Sell	19,350 -3,100	-14%	-$97.1K	1.59%	15
2023 Q1	$588K	Buy	22,450 +1,550	+7%	+$40.6K	0.39%	54
2022 Q4	$474K	Buy	+20,900	New	+$474K	0.37%	72