Pantechnicon Advisors’s Cameco CCJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-405,000	Closed	-$16.1M	–	14
2023 Q3	$16.1M	Buy	405,000 +95,000	+31%	+$3.77M	6.94%	6
2023 Q2	$9.71M	Sell	310,000 -15,000	-5%	-$470K	4.46%	14
2023 Q1	$8.51M	Buy	+325,000	New	+$8.51M	3.45%	17