Thames Capital Management’s TSMC TSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.8M	Buy	65,127 +51,471	+377%	+$11.7M	3.34%	9
2025 Q1	$2.27M	Sell	13,656 -53,320	-80%	-$8.85M	0.87%	24
2024 Q4	$13.2M	Buy	66,976 +27,811	+71%	+$5.49M	3.59%	12
2024 Q3	$6.8M	Buy	+39,165	New	+$6.8M	2.12%	23