Triodos Investment Management’s Wolfspeed WOLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-345,000	Closed	-$7.85M	–	52
2024 Q2	$7.85M	Hold	345,000	–	–	0.69%	35
2024 Q1	$10.2M	Hold	345,000	–	–	0.92%	36
2023 Q4	$15M	Hold	345,000	–	–	1.47%	34
2023 Q3	$13.1M	Hold	345,000	–	–	1.4%	34
2023 Q2	$19.2M	Buy	345,000 +200,000	+138%	+$11.1M	1.91%	28
2023 Q1	$9.42M	Hold	145,000	–	–	1.06%	34
2022 Q4	$10M	Hold	145,000	–	–	1.32%	29
2022 Q3	$15M	Buy	145,000 +15,000	+12%	+$1.55M	2.14%	19
2022 Q2	$8.25M	Hold	130,000	–	–	1.16%	36
2022 Q1	$14.8M	Hold	130,000	–	–	1.89%	25
2021 Q4	$14.5M	Sell	130,000 -45,000	-26%	-$5.03M	1.9%	24
2021 Q3	$14.1M	Buy	175,000 +25,000	+17%	+$2.02M	1.9%	25
2021 Q2	$14.7M	Buy	150,000 +25,000	+20%	+$2.45M	1.97%	24
2021 Q1	$13.5M	Sell	125,000 -50,000	-29%	-$5.41M	2.14%	20
2020 Q4	$18.5M	Sell	175,000 -20,000	-10%	-$2.12M	3.06%	13
2020 Q3	$12.4M	Sell	195,000 -15,000	-7%	-$956K	2.56%	18
2020 Q2	$12.4M	Sell	210,000 -30,000	-13%	-$1.78M	2.94%	15
2020 Q1	$8.51M	Buy	240,000 +54,000	+29%	+$1.91M	2.4%	16
2019 Q4	$8.58M	Buy	186,000 +116,000	+166%	+$5.35M	1.92%	22
2019 Q3	$3.43M	Hold	70,000	–	–	0.87%	31
2019 Q2	$3.93M	Sell	70,000 -10,000	-13%	-$562K	0.91%	29
2019 Q1	$4.58M	Sell	80,000 -50,000	-38%	-$2.86M	0.93%	34
2018 Q4	$5.56M	Sell	130,000 -10,000	-7%	-$428K	1.2%	29
2018 Q3	$5.3M	Sell	140,000 -16,000	-10%	-$606K	0.92%	39
2018 Q2	$6.49M	Buy	+156,000	New	+$6.49M	1.22%	35