Polymer Capital Management’s Tower Semiconductor TSEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-34,700	Closed	-$1.24M	–	724
2025 Q1	$1.24M	Sell	34,700 -52,200	-60%	-$1.86M	0.32%	50
2024 Q4	$4.48M	Buy	+86,900	New	+$4.48M	1.21%	18