Graham Capital Management’s Centrus Energy LEU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,006	Closed	-$685K	–	1421
2025 Q1	$685K	Buy	11,006 +2,131	+24%	+$133K	0.01%	651
2024 Q4	$591K	Buy	+8,875	New	+$591K	0.01%	650
2023 Q2	–	Sell	-55,899	Closed	-$1.8M	–	1136
2023 Q1	$1.8M	Buy	+55,899	New	+$1.8M	0.05%	280