VARA
Value Aligned Research Advisors’s Camtek CAMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-235,238
| Closed | -$13.8M | – | 38 |
|
|
2025
Q1 | $13.8M | Buy |
235,238
+5,655
| +2% | +$332K | 1.01% | 17 |
|
|
2024
Q4 | $18.5M | Buy |
229,583
+15,813
| +7% | +$1.28M | 5.07% | 9 |
|
|
2024
Q3 | $17.1M | Buy |
213,770
+18,162
| +9% | +$1.45M | 4.43% | 8 |
|
|
2024
Q2 | $24.5M | Buy |
195,608
+166,918
| +582% | +$20.9M | 5.37% | 9 |
|
|
2024
Q1 | $2.4M | Buy |
28,690
+17,861
| +165% | +$1.5M | 0.47% | 17 |
|
|
2023
Q4 | $751K | Buy |
+10,829
| New | +$751K | 0.19% | 17 |
|