Polymer Capital Management (HK)’s Cameco CCJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$876K	Buy	+11,800	New	+$876K	0.13%	94
2024 Q3	–	Sell	-28,627	Closed	-$1.41M	–	158
2024 Q2	$1.41M	Buy	28,627 +4,407	+18%	+$217K	0.29%	76
2024 Q1	$1.05M	Sell	24,220 -19,580	-45%	-$848K	0.26%	81
2023 Q4	$1.89M	Buy	+43,800	New	+$1.89M	0.65%	42