Bryn Mawr Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$327K	Buy	+1,173	New	+$327K	0.02%	330
2025 Q1	–	Sell	-936	Closed	-$227K	–	428
2024 Q4	$227K	Hold	936	–	–	0.01%	387
2024 Q3	$230K	Hold	936	–	–	0.01%	373
2024 Q2	$244K	Buy	+936	New	+$244K	0.01%	360