Nearwater Capital Markets’s Micron Technology MU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$42M	Hold	341,000	–	–	0.67%	25
2025 Q1	$29.6M	Sell	341,000 -99,000	-23%	-$8.6M	0.84%	28
2024 Q4	$37M	Buy	+440,000	New	+$37M	1.06%	24