Quinn Opportunity Partners’s Full Truck Alliance YMM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24,798	Closed	-$317K	–	440
2025 Q1	$317K	Sell	24,798 -137,067	-85%	-$1.65M	0.02%	306
2024 Q4	$1.75M	Buy	+161,865	New	+$1.58M	0.13%	162
2024 Q3	–	Sell	-196,865	Closed	-$1.58M	–	344
2024 Q2	$1.58M	Sell	196,865 -149,300	-43%	-$1.27M	0.18%	97
2024 Q1	$2.52M	Sell	346,165 -10,000	-3%	-$66.7K	0.29%	85
2023 Q4	$2.5M	Sell	356,165 -447,608	-56%	-$3.16M	0.3%	78
2023 Q3	$5.66M	Hold	803,773	–	–	0.75%	32
2023 Q2	$5M	Sell	803,773 -195,978	-20%	-$1.26M	0.69%	39
2023 Q1	$7.61M	Sell	999,751 -60,000	-6%	-$475K	0.81%	39
2022 Q4	$8.48M	Sell	1,059,751 -464,235	-30%	-$3.18M	1.06%	22
2022 Q3	$9.98M	Sell	1,523,986 -405,274	-21%	-$3.13M	1.15%	23
2022 Q2	$17.5M	Sell	1,929,260 -224,583	-10%	-$1.53M	1.61%	13
2022 Q1	$14.4M	Buy	2,153,843 +663,969	+45%	+$5.37M	0.85%	25
2021 Q4	$12.5M	Buy	+1,489,874	New	+$19.7M	0.76%	30