TAM

Telemark Asset Management’s Camtek CAMT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-120,000	Closed	-$15M	–	60
2024 Q2	$15M	Sell	120,000 -55,000	-31%	-$6.89M	1.31%	29
2024 Q1	$14.7M	Hold	175,000	–	–	1.51%	27
2023 Q4	$12.1M	Buy	+175,000	New	+$12.1M	1.81%	22