Kerrisdale Advisers’s DMC Global BOOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Hold
20,492
0.09% 64
2025
Q1
$173K Sell
20,492
-6,091
-23% -$51.3K 0.07% 79
2024
Q4
$195K Buy
+26,583
New +$195K 0.07% 83