DME Capital Management’s Centene CNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$45.6M	Buy	839,170 +291,600	+53%	+$15.8M	1.96%	18
2025 Q1	$33.2M	Sell	547,570 -322,930	-37%	-$19.6M	1.68%	16
2024 Q4	$52.7M	Buy	+870,500	New	+$52.7M	2.71%	11