Counterpoint Mutual Funds’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,630	Closed	-$200K	–	367
2024 Q2	$200K	Buy	+4,630	New	+$200K	0.05%	206
2023 Q2	–	Sell	-3,911	Closed	-$110K	–	462
2023 Q1	$110K	Buy	+3,911	New	+$110K	0.1%	160