Catalyst Funds Management’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,500	Closed	-$60K	–	1132
2024 Q3	$60K	Buy	1,500 +300	+25%	+$12K	0.01%	712
2024 Q2	$51.9K	Sell	1,200 -3,700	-76%	-$160K	0.01%	411
2024 Q1	$244K	Buy	+4,900	New	+$244K	0.07%	221