Katamaran Capital’s TSMC TSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.76M	Sell	16,587 -2,114	-11%	-$479K	3.49%	12
2025 Q1	$3.1M	Sell	18,701 -8,876	-32%	-$1.47M	3.99%	11
2024 Q4	$5.45M	Buy	+27,577	New	+$5.45M	6.93%	3