Cascades Capital Asset 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	$727K	Sell	2,606 -557	-18%	-$155K	0.37%	48
2025 Q1	$669K	Sell	3,163 -1,103	-26%	-$233K	0.36%	45
2024 Q4	$1.03M	Buy	4,266 +11	+0.3%	+$2.66K	0.55%	35
2024 Q3	$1.04M	Buy	+4,255	New	+$1.04M	0.58%	35