Talos Asset Management’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	–	Sell	-166,200	Closed	-$14.4M	–	25
2025 Q1	$14.4M	Buy	+166,200	New	+$14.4M	6.12%	9